SFR
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero (x2)
Receipt Bank (x2)
Hubdoc
Fathom
Checkeeper
Expensify (up to 25 users)
Compliance
For the Year Ended
Oct 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (monthly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Systems for Research Corp.
Services for Research Corp.
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly working papers
Monthly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Checkeeper
System setup: Expensify
System setup: Fathom
Training program
Consolidations
Monthly consolidations (non-custom)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 30 bank / credit card accounts
Up to 550 bank / credit card transactions
No tracking categories
Receipt Bank coding
Up to 400 Receipt Bank items
Up to 2 ecommerce stores
30 day close
15 day close
Accounts payable
Weekly payments
Payment Methods = 4 (plooto, cheque, TD EMT/CMO)
Up to 60 payments / month
2 Urgent payments / month
Up to 5 contractor payments / month
Vendor setup
Credit card payment (auto-pay)
Payroll
Semi-monthly 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 25 employees
CFO Support
$6,475
per month
Controller+
$5,975
per month
Controller
$3,975
per month
add-ons
Systems for Research Corp 2019
March 31, 2019
$2,750
SFR - Price Plans
