Zach Bernardi
Price Plans
features
CFO
Controller
Accountant
Software
Xero
Hubdoc
Compliance
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual / quarterly)
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly Reconciliations of bank / credit card accounts
Monthly OSI List
Monthly Meetings
Review financial statements
Margin analysis
Seasonality analysis
Update forecasting as needed
Management discussion
CFO
$1,950
per month
Controller
$1,425
per month
Accountant
$1,275
per month
add-ons
Personal Taxes (Canadian)
Zach and Partner
$40/month
Bookkeeping Catch-up
July - November
$1,000
Zach Bernardi - Price Plans
