Carnaby Real Estate
Price Plans
features
CFO Support
Accountant+
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
T5013 Partnership return
Trial balance and adjusting entries
GST/HST returns (quarterly / annual)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
191 Investments Ltd.
RHS Ltd.
2102 DSW Ltd
Project 1 DSW GP Ltd
Project 1 DSW LP Ltd
Arteria Inc.
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
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 9 bank / credit card accounts
Up to 250 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 150 Receipt Bank items
30 day close
10 day close
Additional reporting
Monthly CPA call
Monthly budgeting / plan analysis
CFO Support
$4,950
per month
Accountant+
$3,950
per month
Accountant
$3,650
per month
add-ons
Renovation reduction
$1,000/month
Carnaby Real Estate - Price Plans
