FredSense 2020
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 10 users)
Compliance
For the Year Ended
Dec 31, 2021
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (quarterly / annual)
T4 / T5 information returns
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
Setup Expensify
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 10 bank / credit card accounts
Up to 250 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 150 Receipt Bank items
No tracking categories
30 day close
10 day close
Payroll
Bi-weekly payroll management
CRA Payroll audit support
On-boarding of new employees
Terminations and ROEs
WCB registration and filings
Up to 15 employees
Accounts payable
Monthly payments
2 payment sources: (Plooto, bank)
Up to 15 payments per month
Up to 2 urgent payments per month
Up to 5 contractor payments per month
Vendor setup
Credit card (auto pay)
Additional reporting
Monthly CPA call
Monthly budgeting / planning review
CFO Support
$3,950
per month
Controller+
$3,250
per month
Controller
$2,750
per month
FredSense 2020 - Price Plans
