You want stay up to date with what's going on and would like us to be proactive. While you'll manage your own books, you'd like us to do a proper review and check in each quarter with full support throughout the year.
Support
You want to do the bookkeeping on your own and reach out for support only when you need it.
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended Jan 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
T4 / T5 Information Returns
GST/HST return (quarterly)
Tax planning
Management letter
Post balances in Xero
T1 Personal Tax Returns
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliation of bank / credit cards
Receipt Bank matching
Monthly OSI listing
Strategy
Monthly CPA meetings
Monthly Email Summary
CFO$1,275per month
Controller$975per month
Support$575per month
add-ons
2015 Filings
Financial Statements (Notice to Reader)T2 Corporate Tax ReturnGST/HST return (quarterly)Post balances in XeroPersonal Taxes
$2,500
2016 Filings
Financial Statements (Notice to Reader)T2 Corporate Tax ReturnGST/HST return (quarterly)Post balances in Xero
