SWFT Charge
Price Plans
features
Controller+
Controller
Bookkeeper
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Fathom
Compliance - CDN
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
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
Dec 31, 2019
Financial Statements (Xero)
Trial balance and adjusting entries
US Accountant working papers
Conversion, setup and training
System Conversion from QBO to Xero
System Conversion to Wagepoint
System Setup: Plooto
System Setup: Checkeeper
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping - CDN / US
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI report
Up to 125 bank account transactions
Tracking Categories (client managed)
Squarespace Reconciliation (Monthly)
Monthly manual inventory adjustment
Accounts payable
Monthly vendor payments
Up to 15 payments
Payment Sources: Plooto (EMT and EFT), AMEX, Cheques (via Checkeeper)
Up to 10 urgent payments
Payroll - CDN
Semi-monthly payroll management
CRA Payroll Audit Support
On boarding of new employees
WSIB registration and filings
EHT registration and filings
Up to 5 employees
Controller+
$2,875
per month
Controller
$2,675
per month
Bookkeeper
$2,250
per month
add-ons
10827363 Canada Corp.
Nil returns
Dissolution
US Taxes
Jan 25, 2019
CRA Letter for Year-End Date Change
$295
Personal Taxes
T1 Personal Taxes
CRA Basic Audit Support
$30/month
Dec. 31, 2018 - Canada / US
Bookkeeping Catch-up
Financial Statements (NTR)
T2 Corporate Tax Returns (CDN)
US Working Papers
$4,950
SWFT Charge - Price Plans
