You want stay up to date with what's going on and would like us to be proactive. While you'll manage your own books, you'd like us to do a proper review and check in each quarter with full support throughout the year.
Tax
You want to do the bookkeeping on your own and reach out for support only when you need it.
Software
Xero
Receipt Bank
Hubdoc
Compliance - CDN
For the Year Ended Aug 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
T4 /T5/NR Information Returns
GST/HST return
Tax planning
Post balances in Xero
Compliance - US
For the Year Ended Aug 31, 2017
1120F
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliation of bank / credit card accounts
Monthly Receipt Bank matching
Monthly OSI report
Accounts Payable
Monthly vendor payments with Plooto
CFO$975per month
Controller$600per month
Tax$450per month
add-ons
Personal Tax
T1 Personal Tax ReturnCRA Basic Audit SupportSchedule 2125Schedule 776
