Polymath Network
Price Plans
features
CFO
Controller
Support
Software
Xero (x3)
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Polymath Holdings
Matidor
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Consolidations
Consolidated reports
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI list
Accounts Payable
Monthly vendor payments
Strategy
Monthly meetings
CFO
$4,950
per month
Controller
$3,950
per month
Support
$2,750
per month
add-ons
Personal taxes
T1 Personal Tax Return
CRA Basic Audit Support
$20/month
December 31, 2017
Financial Statements (x3)
T2 Corporate Tax (x2)
Bookkeeping Catch-up
$6,500
Change in year-end
Polymath Network - Price Plans