Open Care
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Expensify (up to 20 ppl)
Visible
Compliance
For the Year Ended
Nov 30, 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
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Quarterly Visible reporting
Payroll
Semi-monthly payroll management in Wagepoint
Wagepoint Setup and Training
CRA Payroll Audit Support
On-boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI list
Receipt Bank coding
A/P
Monthly supplier payments
Weekly VISA Payments
Strategy
Monthly meetings
Monthly investor report
Forecasting / budgeting
CFO
$4,475
per month
Controller
$3,475
per month
Support
$1,250
per month
add-ons
Catch-up
Personal Taxes
T1 Personal Taxes
CRA Basic Audit Support
$20/month
Open Care - Price Plans
