Financial Modeling Institute
Price Plans
features
Controller+
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Expensify (up to 10 users)
Compliance
For the Year Ended
Dec 31, 2018
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
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI report
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Accounts Payable
Monthly vendor payments
Controller+
$1,500
per month
Controller
$1,250
per month
Support
$850
per month
add-ons
December 31, 2017
Financial Statements
T2 Corporate Tax Return
GST/HST Return
Bookkeeping Catch-up
$2,750
Financial Modeling Institute - Price Plans
