Sterling Capital 2020
Price Plans
features
CFO Support+
CFO Support
Controlller
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Checkeeper
Fathom (x3)
Expensify (up to 10 active users)
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (NTR)
Accountant working papers
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (monthly)
T4 / T5 information returns
Tax Planning
Management letter
Post Balances to Xero
Conversion, setup and training
System Setup / Conversion: Xero
System Setup: Receipt Bank
System Setup: Hubdoc
System Setup: Checkeeper
System Setup: Fathom
System Setup: Expensify
System Setup: Plooto
System Review: Payroll
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Monthly management discussion
Quarterly working papers and analysis
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 8 bank / credit card accounts
Up to 800 bank account transactions
No tracking categories
Receipt Bank matching (accrual)
Up to 300 Receipt Bank items
30 day close
Semi-monthly 15 day close
Accounts payable
Semi monthly vendor payments
Payment methods (cheque, cc, Plooto, EMT)
Up to 50 payments per month
Up to 5 urgent payments per month
Vendor setup / communication
Credit card payments (auto-pay)
CFO Support+
$8,750
per month
CFO Support
$7,250
per month
Controlller
$6,750
per month
add-ons
Jan 31, 2020
2x conversion
$2,950
Sterling Capital 2020 - Price Plans
