Embr 2018
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Expensify (we pay up to 5 users)
Compliance
For the Year Ended
Sep 30, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
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
Monthly supplier payments
*Subcontractor payments w/ client
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Strategy
Monthly meetings
KPIs / forecasting / budgeting
CFO
$3,500
per month
Controller
$2,750
per month
Support
$1,500
per month
add-ons
Personal taxes
T1 Personal Taxes
CRA Basic Audit Support
$20/month
Holding Companies
Xero
Financial Statements (Xero)
T2 Corporate Tax Return
GST/HST
T4/ T5 Information Returns
$150/month
Trust
T3 Information Return
CRA Basic Audit Support
$30/month
Embr 2018 - Price Plans
