Marquee Group
Price Plans
features
CFO support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Expensify (up to 10 users)
Compliance
For the Year Ended
Dec 31, 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: Plooto
System setup: Expensify
System setup: Checkeeper
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 6 bank / credit card accounts
Up to 120 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 75 Receipt Bank items
No tracking categories
30 day close
15 day close
Accounts payable
Semi-monthly payments
4 payment sources: (Plooto, bank, cc, cheque)
Up to 15 payments per month
Up to 5 contractor payments per month
Up to 2 urgent payments per month
Vendor setup
Credit cards (auto-pay)
Payroll
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 10 employees
Expense reimbursements
Consolidations
Non-custom consolidations (Fathom)
CFO support
$3,450
per month
Controller
$2,450
per month
Accountant
$1,950
per month
add-ons
US entity
$250
US taxes
December 31, 2018
$2,750
Tax reduction
$150
Marquee Group - Price Plans
