Jones Bailey Glass - 2017
Price Plans
features
CFO
Controller
Support
Software
Xero (x5)
Receipt Bank (x3)
HubDoc
Expensify (up to 20 ppl) - (x3)
Fathom
Compliance
For the Year Ended
Dec 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
WealthCo
Family Trust
Jones Bailey Glass (AB) - new
Jones Bailey Glass Facade Int
254916 Ontario Inc.
Jones Bailey Glass BC
T1 Personal Taxes
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Inbox management
Payroll
Wagepoint Setup and Training
CRA Payroll Audit Support
Weekly payroll management in Wagepoint
On-boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI list
Receipt Bank coding
Checks against their project sheets monthly
Tracking categories
A/P
Semi-monthly payments
Strategy
Monthly meetings
Forecasting / budgeting
CFO
Weekly meeting
CFO
$12,500
per month
Controller
$9,500
per month
Support
$6,500
per month
add-ons
US company
1970411 AB Ltd.
Final Return
$2,450
Reorg
Valuation of ON
Valuation of BC
S.86 freeze of ON, prefs to Tony
S. 86 freeze of BC, prefs to Tony
S. 86 freeze of AB, prefs to Tony
$10,000
Jones Bailey Glass - 2017 - Price Plans
