437 Inc.
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 5 users)
Compliance
For the Year Ended
Feb 28, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax 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
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System review: Receipt Bank
System setup: Hubdoc
System review: Plooto
System setup: Expensify
System setup: Checkeeper
System setup: Wagepoint
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 7 bank / credit card accounts
Up to 150 bank / credit card transactions
Up to 3 Shopify stores
No tracking categories
Receipt Bank matching (accrual)
Up to 150 Receipt Bank items
30 day close
Accounts payable
Semi-monthly payments
3 payment sources: (Plooto, bank, cc)
Up to 35 payments per month
Up to 5 contractors per month
Up to 5 urgent payments per month
Vendor setup
Credit cards (auto-pay)
Payroll
Semi-monthly 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
Controller+
$3,250
per month
Controller
$2,750
per month
Accountant
$1,950
per month
add-ons
Feb. 28 2019
Financial Statements
T2 Corporate Tax return
$2,750
15 day turn-around
$350
Personal taxes
T1 Personal tax return
$45
437 Inc. - Price Plans
