Summer Hill 2020
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Compliance
For the Year Ended
Oct 31, 2020
Financial Statements (Xero)
Accountant working papers
GST/HST returns (monthly / quarterly)
T4 Information returns
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: Checkeeper
System setup: Plooto
System setup: Wagepoint
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 6 bank / credit card accounts
Up to 110 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 30 Receipt Bank items
Tracking category (location)
30 day close
Up to 2 RV parks
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 15 employees
Accounts payable
Semi-monthly payments
Payment Methods = 4 (plooto, bank, cc, cheque)
Up to 20 payments / month
Up to 2 urgent payments / month
Vendor setup
credit card (auto-pay)
Controller+
$3,250
per month
Controller
$2,500
per month
Accountant
$2,000
per month
add-ons
Additional entities
Increased transition volume - 110
Increased employees - 15
Up to 6 bank / credit card accounts
$850/month
Point of sale
Accounting process
Summer Hill 2020 - Price Plans
