Sentis Group 2018
Price Plans
features
CFO (weekly)
CFO (semi-monthly)
CFO (Monthly)
Software
Xero
Receipt Bank
Hubdoc
Bill.com
Expensify
Compliance - CDN (Operating)
For the Year Ended
Jun 30, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
T106 Filings
Trial balance and adjusting entries
T4/T5/NR Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Compliance - CDN (Holding)
For the Year Ended
Jun 30, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
T1134 (Foreign Subsidiary Disclosure)
Trial balance and adjusting entries
T4/T5/NR Information Returns
GST/HST return
Management letter
Post balances in Xero
T1 Personal Tax
Compliance - US (Operating)
For the Year Ended
Jun 30, 2018
Financial Statements (Notice to Reader)
Form 1120, U.S. Corporation Income Tax Return
Form 5472, Foreign Owned Information Return
Colorado Corporation Income Tax Return
Massachusetts Corporation Income Tax Return
Texas Corporation Income Tax Return
Washington Corporation Income Tax Return
1099 Returns
Support
Unlimited Phone/Email Throughout the Year
Liaison With Legal Teams
Cross Border Support
Quarterly Management Discussion
Quarterly Reconciliation Review
CRA Basic Audit Support
Payroll
CDN Payroll Management (Wagepoint)
CDN Payroll Support (Wagepoint)
US Semi-monthly Payroll Management
US Payroll Support (Gusto)
US 401K + RRSP management
On-boarding of new employees
Off boarding of employees and ROEs
Bookkeeping and Reporting
Reconciliations of bank / credit card
Receipt Bank Matching
Accruals (as needed)
Bookkeeping update
Cash management report (Google Sheets)
Accounts Receivable
Monthly Statement Summary
A/R Phone Follow-ups
Accounts Payable
US W9 vendor requests
US A/P Management (Bill.com)
CDN/US Expense Reimbursements (payroll)
CDN A/P Management (RBC Express)
Strategy
Monthly CPA Meetings
Monthly Consolidations
CFO (weekly)
$8,150
per month
CFO (semi-monthly)
$5,950
per month
CFO (Monthly)
$5,250
per month
add-ons
US State Returns
$500
Sentis Group 2018 - Price Plans
