NorthOne
Price Plans
features
CFO support
Controller+
Controller
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Checkeeper
Expensify (up to 6 users)
Fathom
Compliance - CDN
For the Year Ended
Dec 31, 2019
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
Compliance - US
For the Year Ended
Dec 31, 2019
Financial Statements (Xero)
Trial balance and adjusting entries
US Accountant working papers
Conversion, setup and training
System Conversion from QBO to Xero
System Setup: ReceiptBank
System Setup: Hubdoc
System Review: Wagepoint
System Review: Expensify
System Setup: Checkeeper
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping - CDN / US
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 6 bank / cc accounts
Up to 175 bank account transactions
Receipt Bank matching
Up to 75 Receipt Bank items
No tracking categories
15 day close
Payroll - CDN
Bi-weekly payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 30 employees
Accounts payable
Monthly vendor payments
Up to 10 payments
Payment Sources: Plooto (EMT and EFT), AMEX, Cheques (via Checkeeper)
Up to 5 urgent payments
Up to 5 contractor payments
Additional reporting
Monthly meetings
Monthly financial model updates with actuals
Board reports quarterly (variance analysis with commentary only)
CFO support
$3,950
per month
Controller+
$2,950
per month
Controller
$2,750
per month
add-ons
US Taxes
December 31, 2018
Financial Statements
T2 Corporate Tax Return
GST/HST Return
US Accountant working papers
$3,750
Personal Taxes
T1 Personal Tax
CRA Basic Audit Support
$45/month
NorthOne - Price Plans
