RIS 2020
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (quarterly / annually)
Tax planning
Management letter
Post balances in Xero
Holding company T2
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI list
Up to 10 bank accounts
Up to 500 bank / cc transactions
Receipt Bank matching
Up to 300 Receipt Bank transactions
Up to 1 tracking category
30 day close
15 day close
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Up to 15 employees
Accounts Payable
Monthly payments
Up to 10 payables per month
Up to 3 payment methods (Plooto, bank, cc)
Up to 2 urgent payments
Additional reporting
Monthly CPA meetings
CFO Support
$3,950
per month
Controller+
$2,450
per month
Controller
$2,000
per month
add-ons
Personal taxes
$30/month
RIS 2020 - Price Plans