Savvyy 2020
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 5 users)
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (quarterly / annual)
T4 / T5 information returns
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Expensify
System setup: Wagepoint
System setup: Plooto
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 5 bank / credit card accounts
Up to 100 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 65 Receipt Bank items
No tracking categories
30 day close
Payroll
Bi-weekly payroll management
CRA Payroll audit support
On-boarding of new employees
Terminations and ROEs
WCB registration and filings
Up to 20 employees
Accounts payable
Semi-monthly payments
3 payment sources: (Plooto, bank, cc)
Up to 10 payments per month
Up to 2 urgent payments per month
Up to 5 contractor payments per month
Vendor setup
Credit card (auto pay)
Additional reporting
Monthly CPA call
Monthly budgeting / planning review
CFO Support
$3,950
per month
Controller+
$2,250
per month
Controller
$1,750
per month
add-ons
Personal taxes
$35/month
Savvyy 2020 - Price Plans
