Levante Living Trust
Price Plans
features
Controller+
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Dec 31, 2018
Financial Statements (Notice to Reader)
T3 Trust tax return
GST/HST return
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI report
Accounts Payable
Semi-monthly vendor payments
Controller+
$1,500
per month
Controller
$1,000
per month
Support
$750
per month
add-ons
Catch-up
Levante Living Trust - Price Plans
