LevelJump
Price Plans
features
CFO Support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balances and adjusting entries
GST/HST return (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: Transferwise
System setup: Wagepoint
Training Plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 5 bank / credit card accounts
Up to 90 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 50 Receipt Bank items
No tracking categories
30 day close
SOFII reporting
SaaS metric reporting
15 day close
Payroll
Semi-monthly payroll management
CRA and RQ Payroll audit support
On-boarding of new employees
Terminations and ROEs
WCB registration and filings
Up to 20 employees
Additional reporting
Monthly CPA meetings
Budgeting and forecasting support
CFO Support
$3,950
per month
Controller
$2,650
per month
Accountant
$1,750
per month
add-ons
Bookkeeping Catchup
$2,000
Personal taxes
T1 Personal taxes
CRA Basic Audit Support
$25/month
LevelJump - Price Plans
