Format - FY2018
Price Plans
features
Controller
Support+
Support
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Sep 30, 2018
Financial Statements (Notice to Reader) - Standard
Financial Statements (Notice to Reader) - Condensed
T2 Corporate tax return
Trial balance and adjusting entries
T5 Information Returns
GST/HST returns (quarterly)
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly CPA Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Liaison with SR&ED team
Payroll
Payroll System Management
Monthly Payroll Runs
T4 information returns processing
Onboarding employees
ROEs and terminations
Payroll Support
CRA Payroll Audit Support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly reconciliations of Receipt Bank
Monthly Receipt Bank review meeting
Monthly OSI list
Monthly financial statements (Xero)
10 business day turnaround timeline
Controller
$3,500
per month
Support+
$2,050
per month
Support
$1,250
per month
Format - FY2018 - Price Plans
