Univeris
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Expensify (up to 5 users)
Compliance
For the Year Ended
Sep 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (monthly)
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
Monthly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System review: Hubdoc
System review: Plooto
System setup: Expensify
System setup: Payworks
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 7 bank / credit card accounts
Up to 300 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 150 Receipt Bank items
Tracking category (department)
30 day close
15 day close
Accounts payable
Semi-monthly payments
4 payment sources: (Plooto, bank, cc, cheque)
Up to 65 payments per month
Up to 5 urgent payments per month
Up to 5 contractor payments per month
Vendor setup
Credit card (auto pay)
Payroll
Bi-weekly payroll management
CRA Payroll audit support
On-boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 110 employees
Controller+
$4,950
per month
Controller
$4,150
per month
Accountant
$3,150
per month
add-ons
Tax Reduction
$100
Univeris - Price Plans
