In & Out
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Compliance
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly)
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: Plooto
System setup: Checkeeper
System review: Payworks
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 8 bank / credit card accounts
Up to 375 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 185 Receipt Bank items
Tracking category (locations)
30 day close
Accounts payable
Semi-monthly payments
4 payment sources: (Plooto, bank, cc, cheque)
Up to 40 payments per month
Up to 5 urgent payments per month
Up to 5 contractor payments per month
Vendor setup
Credit card (auto pay)
Payroll
Bi-weekly payroll management
CRA Payroll audit support
On-boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 25 employees
Controller+
$3,500
per month
Controller
$3,000
per month
Accountant
$2,750
per month
add-ons
July 31
$250
Holding companies
Personal taxes
Tax reduction
$150
Catch-up
In & Out - Price Plans
