Swept (July)
Price Plans
features
Controller
You want to do the work, and just want us to review at year end.
Support
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
Bookkeeping
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank coding
Monthly OSI List
Bookkeeping for board meetings
Payroll
Payroll Accounting Support
CRA Support
Provincial Compliance Support
Review and Filing of T4s
Management of Monthly Payroll
Preparation and Submission of ROEs
Administration of Onboarding/Offboarding
Administration of Expense Reimbursements
Review of payroll system setup
Investor relations
Collection and filing investor and deal related docs
Handling of all correspondence with ACOA
Bi-weekly calls with Mike/Chris
Preparation of investor reporting
Point of contact for investors
Preliminary tax advice on any potential deals
Controller
$2,275
per month
Support
$1,450
per month
Bookkeeping
$775
per month
Swept (July) - Price Plans
