Nikoleta and Associates Inc
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Oct 31, 2017
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
T1 Personal Tax
US 1040 Personal Tax
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Payroll
Wagepoint Setup and Training
CRA Payroll Audit Support
Semi-monthly payroll management in Wagepoint
On-boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank coding
Monthly OSI list
Tracking Categories
A/P
Monthly supplier payments
Strategy
Monthly CPA meetings
Board Reporting
CFO
$1,475
per month
Controller
$1,075
per month
Support
$575
per month
add-ons
Oct 31, 2016
Financial Statements
GST/HST return
T4/T5s
T2 Corporate Tax Return
T1 Personal Return
US Personal Return
$2,750
Nikoleta and Associates Inc - Price Plans
