Home Guard Funding
Price Plans
features
CFO support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Mar 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly / annual)
T4 / T5 information returns
Tax planning
Management letter
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: Wagepoint
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 3 bank / credit card accounts
Up to 250 bank / credit card transactions
Tracking category (agent)
Receipt Bank coding (accrual)
Up to 80 Receipt Bank items
30 day close
5 business day close
Payroll
Bi-weekly 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 5 employees
Up to 30 contractors
Additional reporting
Monthly CPA calls
CFO support
$3,975
per month
Controller
$3,100
per month
Accountant
$2,400
per month
add-ons
Tax reduction
$175
Home Guard Funding - Price Plans
