CIO Strategy Council
Price Plans
features
Controller
Accountant+
Accountant
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 6 active users)
Compliance
For the Year Ended
Jun 30, 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
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: Expensify
System review: Payroll
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 1 bank / credit card accounts
Up to 50 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 25 Receipt Bank items
No tracking categories
30 day close
10 day close
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 6 employees
Controller
$2,750
per month
Accountant+
$2,200
per month
Accountant
$1,775
per month
CIO Strategy Council - Price Plans
