Retreatify
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank (x2)
Hubdoc
Compliance
For the Year Ended
Jul 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: HubDoc
System review: Expensify
System setup: Wagepoint
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 3 bank / credit card accounts
Up to 150 bank / credit card transactions
No tracking categories
Receipt Bank coding (accrual)
Up to 120 Receipt Bank items
30 day close
15 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 10 employees
Controller+
$2,250
per month
Controller
$2,000
per month
Accountant
$1,750
per month
add-ons
Personal taxes
$35/month
July 31, 2019
$2,950
Retreatify - Price Plans
