Retreat Guru
Price Plans
features
Controller
You want to do the work, and just want us to review at year end.
Support
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
Basic
You want to do the work, and just want us to review at year end.
Software
Xero Subscription
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Apr 30, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual)
Tax planning (annual)
Management letter
Post balances in Xero
GST/HST return (quarterly)
Tax planning (quarterly)
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping process support
CRA Basic Audit Support
Payroll
Wagepoint Setup and Training
Bi-weekly payroll management in Wagepoint
CRA Payroll Audit Support
On-boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly reconciliations of Receipt Bank
Monthly OSI
Controller
$1,150
per month
Support
$450
per month
Basic
$325
per month
add-ons
Personal tax
- T1 Personal tax returns and related schedules
- Discussions, correspondence and followup
$20
Retreat Guru - Price Plans
