MindSea (August)
Price Plans
features
CFO
Controller
Full 10 Day
Software
Xero
Receipt Bank
Hubdoc
Fathom
Compliance
For the Year Ended
Dec 31, 2016
Financial statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly/annually)
Post balances in Xero
Management letter
T4/T5 Information returns
Holding Company Filings
Management Company Filings
Trust Return
Personal Tax
Bookkeeping
Monthly reconciliation of bank / credit card
Receipt Bank matching
Monthly OSI List
Payroll
Payroll system management
Semi-monthly payroll runs
T4 information returns processing
Payroll issues support
Accounts Payable
Accounts Payable Management
Related support
Support
Unlimited phone/email throughout the year
Quarterly CPA review of reconciliations
Quarterly management discussion
CRA basic audit support
Strategy
Monthly Deferred Revenue calculation
Monthly strategy discussions
Weekly Strategy Discussions
Draft and revise budget
Develop and revise sales forecasts
Draft and complete corporate reorganization
Support management with investor relations
Marketing initiative ROI
SR&ED
Assessment of SR&ED-worthyness of projects
Review of existing documentation
Help to improve SR&ED documentation
Preparation and filing of SR&ED claims
Work with team to develop SR&ED process
CFO
$7,650
per month
Controller
$4,950
per month
Full 10 Day
$3,550
per month
MindSea (August) - Price Plans
