ESR Ltd
Price Plans
features
CFO Support
Accountant+
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
May 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly / annual)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
T1 Personal taxes (Erin / Steve)
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 6 bank / credit card accounts
Up to 100 bank / credit card transactions
Up to 6 ecommerce stores
Receipt Bank coding (accrual)
Up to 50 Receipt Bank items
No tracking categories
30 day close
10 day close
Additional reporting
Monthly CPA call
Monthly budgeting / plan analysis
CFO Support
$3,950
per month
Accountant+
$1,850
per month
Accountant
$1,650
per month
add-ons
2019 catchup
Bookkeeping catchup
T1 Personal taxes (sole prop)
$2,950
ESR Ltd - Price Plans
