Mustard Seed Coop
Price Plans
features
CFO support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Expensify (1 user)
Fathom
Compliance
For the Year Ended
Sep 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
T1044 NPO return
Trial balance and adjusting entries
GST/HST returns (quarterly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Monthly Management Discussion
Quarterly Review of Reconciliation
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Plooto
System setup: Expensify
System setup: Checkeeper
System setup: Fathom
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 8 bank / credit card accounts
Up to 460 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 350 Receipt Bank items
Up to 1 ecommerce store
No tracking categories
30 day close
10 day close
Accounts payable
Semi-monthly payments
Weekly payments
4 payment sources: (Plooto, bank, cc, cheque)
Up to 350 payments per month
Up to 5 urgent payments per month
Vendor setup
Credit card (auto pay)
Payroll
Bi-weekly payroll management
CRA Payroll audit support
On-boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 25 employees
CFO support
$6,500
per month
Controller+
$5,350
per month
Controller
$5,000
per month
add-ons
Tax reduction
$150/month
Mustard Seed Coop - Price Plans
