CSPN
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Expensify (up to 5 users)
Compliance
For the Year Ended
Dec 31, 2019
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 setup: Checkeeper
System setup: Expensify
System setup: Plooto
System setup: Wagepoint
System review: Zoho
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 4 bank / credit card accounts
Up to 350 bank / credit card transactions
Receipt Bank coding
Up to 200 Receipt Bank items
No tracking categories
30 day close
Payroll
Bi-weekly 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
Accounts payable
Semi-monthly payments
Payment Methods = 3 (plooto, CC, cheque)
Up to 30 payments / month
Up to 30 contractors / month
5 Urgent payments
Vendor setup
Credit card payment (auto-pay)
Controller+
$3,875
per month
Controller
$2,975
per month
Accountant
$2,675
per month
add-ons
15 day close
$350/month
Personal Taxes
T1 Personal Tax Return
CRA Basic Audit Support
$30/month
CSPN - Price Plans
