Ultimate Vitality
Price Plans
features
Support
You want to do the work, and just want us to review at year end.
Controller
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
CFO
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual / quarterly)
Tax planning (quarterly)
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Cross Border Support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI list
Strategy
Monthly CPA meetings
A/P
Monthly supplier payments
Support
$575
per month
Controller
$975
per month
CFO
$1,675
per month
add-ons
December 2015
Financial Statements
Bookkeeping Catchup
T2 Corporate Tax Return
GST Return
$3,475
Ultimate Vitality - Price Plans
