Altus Assessments
Price Plans
features
CFO Support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 35 active users)
Compliance
For the Year Ended
Mar 31, 2021
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (monthly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System review: Wagepoint
System review: Plooto
System setup: Expensify
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI
Up to 11 bank / cc / Paypal / Stripe accounts
Up to 750 bank / credit card transactions
Receipt Bank Matching (accrual)
Up to 500 Receipt Bank items
Tracking categories (conference / team)
30 day close
10 business day close
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
Onboarding new employees
Terminations and ROEs
Worksafe Filings / Support
EHT Filings / Support
Up to 65 employees
Expense reimbursements
Additional reporting
3 months of monthly meetings
12 months of monthly meetings
Cash flow / budgeting assistance
CFO Support
$4,750
per month
Controller
$3,650
per month
Accountant
$2,950
per month
add-ons
T4A / 1099
Tax reduction
$150/month
Altus Assessments - Price Plans
