Delphia 2020
Price Plans
features
CFO support+
CFO support
Controller+
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Expensify (up to 10 users)
Fathom
Compliance - CDN
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (quarterly)
T4 / T5 Information Returns
Tax Planning
Management letter
Post balances in Xero
Compliance - US
For the Year Ended
Dec 31, 2020
Financial Statements (Xero)
US Accountant working papers
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly consolidations in Fathom (non-custom)
Bookkeeping - CDN / US
Semi-monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 7 bank / cc accounts
Up to 400 bank account transactions
Receipt Bank matching
Up to 175 Receipt Bank items
Departmental tracking categories
30 day close
15 day close
Accounts payable
Semi-monthly AP management
Plooto/Bank/CC
Up to 40 monthly payments
Up to 5 monthly urgent payments
CRA & IRS tax payments
Up to 10 monthly contractor payments
Credit card (auto pay)
Payroll - CDN / US
Semi-monthly payroll management
CRA payroll audit support
Onboarding of new employees
Terminations and ROEs
WSIB filings and support
EHT filings and support
Up to 40 employees
Additional reporting
Monthly CPA call
Budget updates
Investor requests (monthly quarterly)
SVB monthly financials
End of year assurance support (notes)
Misc. internal finance requests
CFO support+
$6,500
per month
CFO support
$5,250
per month
Controller+
$4,250
per month
Delphia 2020 - Price Plans
