MedStack 2020
Price Plans
features
CFO Support+
CFO Support
Controller
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 10 users)
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (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 management discussion and review
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI
Up to 5 bank / cc / Paypal / Stripe accounts
Up to 400 bank / credit card transactions
Up to 500 Stripe transactions
Up to 250 Receipt Bank items
No tracking categories
Prepaid expense tracking
Deferred revenue tracking
Manual Stripe sales tax calculation
Monthly BDC loan entries
Client-managed employee expense reports & payments
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
Worksafe Filings / Support
EHT Filings / Support
Up to 20 employees
Manulife benefit payments
Additional reporting
Monthly CPA meeting
Monthly actuals to budgeted
Account mapping to budget
Accounts payable
Semi-monthly AP management
Up to 20 payables per month
CFO Support+
$4,500
per month
CFO Support
$4,000
per month
Controller
$2,500
per month
MedStack 2020 - Price Plans
