Kooltra
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Fathom
Expensify (up to 25 users)
Compliance
For the Year Ended
Mar 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly / annual)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly working papers
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Plooto
System setup: Fathom
System setup: Expensify
System review: Payroll / HR
Training program
Consolidations
Monthly consolidations (non-custom)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 5 bank / credit card accounts
Up to 200 bank / credit card transactions
No tracking categories
Receipt Bank coding
Up to 110 Receipt Bank items
30 day close
10 day close
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 35 employees
Expense claim payouts
Accounts payable
Semi-monthly AP management
Payment Methods = 3 (plooto, cc, bank)
Up to 20 payments / month
2 Urgent payments / month
Up to 5 contractor payments / month
Vendor setup
Credit card payment (auto-pay)
Additional reporting
Monthly management meeting
CFO Support
$4,275
per month
Controller+
$3,350
per month
Controller
$2,975
per month
add-ons
Tax reduction
$150/month
UK add-on
UK Accountant working papers
UK Bookkeeping
Xero account
$400/month
Kooltra - Price Plans
