Propulo 2020
Price Plans
features
CFO support+
CFO support
Controller
Software
Xero (x3)
Receipt Bank
HubDoc
Bill.com
Expensify (up to 20 users)
Fathom
Compliance - CDN
For the Year Ended
Jun 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (quarterly)
Annual QST returns
Tax planning
Management letter
Post balances in Xero
Propulo Consulting (Canada) Inc.
Propulo Group Inc:
Compliance - US
For the Year Ended
Jun 30, 2020
Financial Statements (Xero)
1120 US Federal tax return
US State tax return
Trial balance and adjusting entries
US Accountant working papers
Annual W2 return
Propulo Consulting (USA) Inc.:
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly consolidations in Fathom (non-custom)
Bookkeeping - CDN / US
Semi-monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 10 bank / cc accounts
Up to 900 bank account transactions
Receipt Bank matching
Up to 400 Receipt Bank items
No tracking categories
Contractor fee bookkeeping (split between fee and reimbursements)
Departmental bookkeeping
Match every AMEX transaction to receipt
Additional reporting
Monthly meetings
Quarterly royalty payments to Propulo Australia
T1 Personal tax return
Up to 20 annual 1099 forms
Annual nil Missouri sales tax return
Annual nil Missouri consumer use tax return
Payroll - CDN / US
Semi-monthly payroll management
CRA payroll audit support
Onboarding of new employees
Terminations and ROEs
WSIB filings and support
EHT filings and support
Up to 20 employees
Accounts payable
Semi-monthly vendor payments
Bill.com/Plooto/RBC Express/Wells Fargo
Up to 50 monthly payments
Up to 5 monthly urgent payments
Monthly RBC CAD bank balance checks
Monthly Wells Fargo bank transfers
Semi-monthly credit card payments (two AMEX accounts)
Monthly rent payments
Monthly Anthem payments
CRA & IRS tax payments
CFO support+
$7,700
per month
CFO support
$7,000
per month
Controller
$5,200
per month
add-ons
US Taxes
Personal Taxes
T1 Personal Tax
CRA Basic Audit Support
$45
Propulo 2020 - Price Plans
