Plot.ly
Price Plans
features
Support
You want to do the work, and just want us to review at year end.
Controller - 10 day
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
CFO - 10 day
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
Hubdoc
Reporting tools (TBD)
Compliance
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
CO-17 Corporate tax return (RQ)
Trial balance and adjusting entries
T4/T5 Information Returns
RL-1 / RL-3 Information Returns
GST/HST return
QST return
Post balances in Xero
Tax planning
Cross Border Planning
Support
Unlimited Phone/Email Throughout the Year
Unlimited Education Sessions
Quarterly Review of Reconciliation
Quarterly Management Discussion
RQ Basic Audit Support
Board Reporting
Crunchboard / Fathom / Visible
Cash flow forecasting support
Budgeting Support
Monthly Excel Report
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank Matching
Monthly OSI
Payroll
Payroll Management
Payroll Support
A/P
Plooto A/P Management (semi-monthly)
Monthly Strategy
Monthly Reconciliation
Monthly Management Meeting
Support
$1,950
per month
Controller - 10 day
$3,250
per month
CFO - 10 day
$3,950
per month
add-ons
Personal tax return
T1 and related schedules
SRED
US Bookkeeping
Plot.ly - Price Plans
