Sentis Group
Price Plans
features
CFO
You want us to handle the bookkeeping so you can focus on growing your business!
Controller (Advanced)
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.
Controller (Basic)
You want to do the work, and just want us to review at year end.
Software
Xero
Receipt Bank
Hubdoc
Compliance - CDN
For the Year Ended
Jun 30, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
T106 Filings
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Compliance - US
For the Year Ended
Jun 30, 2017
Financial Statements (Notice to Reader)
Form 1120, U.S. Corporation Income Tax Return
Form 5472, Foreign Owned Information Return
Colorado Corporation Income Tax Return
Massachusetts Corporation Income Tax Return
Texas Corporation Income Tax Return
Washington Corporation Income Tax Return
Support
Unlimited Phone/Email Throughout the Year
Liaison With Legal Teams
Cross Border Support
Quarterly Management Discussion
Quarterly Reconciliation Review
CRA Basic Audit Support
Payroll
CDN Payroll Management (Wagepoint)
CDN Payroll Support (Wagepoint)
CDN Payroll Conversion (ADP to Wagepoint)
CDN Semi-monthly Payroll Management
CDN On-boarding of new employees
CDN Off-boarding of employees and ROEs
CRA Audit Support
US Payroll Management (Gusto)
US Payroll Support (Gusto)
US Payroll Conversion (ADP to Gusto)
US Semi-monthly Payroll Management
US On-boarding of new employees
US Off-boarding of employees
Bookkeeping and Reporting
Weekly reconciliations of bank / credit card
Weekly Receipt Bank Matching
Weekly accruals (as needed)
Weekly bookkeeping update
Cash management report (Google Sheets)
Quarterly Great Plains activity report
Monthly Great Plains activity report
Accounts Receivable
Monthly Statement Summary
A/R Phone Follow-ups
Accounts Payable
CDN Weekly A/P Management (RBC Express)
US Weekly A/P Management (Bill.com)
US W9 vendor requests
CDN/US Expense Reimbursements (payroll)
Strategy
Monthly CPA Meetings
Monthly Email Summary (reporting tools)
CFO
$7,750
per month
Controller (Advanced)
$7,250
per month
Controller (Basic)
$6,950
per month
add-ons
US State Returns
2016 Year ends
Sentis Group - Price Plans
