Saxon Funk
Price Plans
features
Controller
Bookkeeper+
Bookkeeper
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Nov 30, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (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: Wagepoint
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 2 bank / credit card accounts
Up to 200 bank / credit card transactions
Receipt Bank coding
Up to 150 Receipt Bank items
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 5 employees
Controller
$1,850
per month
Bookkeeper+
$1,550
per month
Bookkeeper
$1,250
per month
add-ons
EIN
Registration
1120F
$75/month
S85
T2057
Valuation of goodwill
$1,500
Personal Taxes
US Filings
Saxon Funk - Price Plans
