Wizmo 2020
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Oct 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (monthly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI
Up to 10 bank / credit card accounts
Up to 900 bank / credit card transactions
Receipt Bank Matching
Up to 200 Receipt Bank transactions
30 day close
Payroll
Bi-weekly payroll management
CRA Payroll Audit Support
Worksafe Filings / Support
EHT Filings / Support
Up to 10 employees (salaried)
Up to 5 employees (hourly)
Accounts payable
Semi-monthly AP management
Up to 30 AP payments / month
Payment methods: RBC ACH, RBC Wire, Plooto
No urgent payments
Weekly accounts payable payments
Additional reporting
Monthly CPA meetings
CFO Support
$4,375
per month
Controller+
$3,975
per month
Controller
$3,000
per month
add-ons
COA update
Wizmo 2020 - Price Plans