Figure1
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Compliance & Review
For the Year Ended
Dec 31, 2016
Financial Statements (Xero)
Quarterly bookkeeping review
CRA balances review (payroll, HST)
GST/HST returns (quarterly)
Post adjusted balances into Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
CRA Correspondence
Liaison with PWC (assurance and tax)
Liaison with SR&ED team
Bookkeeping
15 Day Turn-around
Monthly reconciliations of bank / credit card accounts
Receipt Bank Matching
Monthly OSI list
Payroll
Coordination of RISE setup
CRA payroll issues support
T4 information returns review
Semi-monthly payroll runs
On-boarding of new employees
Off-boarding of employees
Accounts Payable
Setup of Plooto
Monthly A/P Management
Strategy
Monthly CPA meeting
Monthly Reporting Assistance
CFO
$2,650
per month
Controller
$1,650
per month
Support
$875
per month
Figure1 - Price Plans
