Jones Bailey Glass
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Expensify (up to 20 ppl)
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
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
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
Monthly supplier payments
Semi-monthly payments
Strategy
Monthly meetings
Forecasting / budgeting
CFO
Weekly meeting
CFO
$6,475
per month
Controller
$4,750
per month
Support
$1,500
per month
Jones Bailey Glass - Price Plans
