Cornerstone Partner Group
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Expensify (up to 10 users)
Compliance
For the Year Ended
Nov 30, 2019
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 setup: Receipt Bank
System setup: Hubdoc
System setup: Checkeeper
System setup: Plooto
System setup: Wagepoint
System setup: Expensify
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 3 bank / credit card accounts
Up to 140 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 60 Receipt Bank items
One tracking category
30 day close
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 10 employees
Accounts payable
Semi-monthly payments
Payment Methods = 4 (plooto, bank, cc, cheque)
Up to 40 payments / month
Up to 5 Urgent payments / month
Up to 5 contractor payments / month
Vendor setup
credit card (auto-pay)
Controller+
$2,650
per month
Controller
$2,050
per month
Accountant
$1,850
per month
add-ons
March 31, 2019
$2,750
Personal taxes
$30/month
Holding companies
$100/month
Cornerstone Partner Group - Price Plans
