Upstream Strategy Group 2017
Price Plans
features
The Full Monty
Lean On Us
Basic
Software
Xero
Receipt Bank
HubDoc
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 (annual)
Tax planning (annual)
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly reconciliations of Receipt Bank
The Full Monty
$1,025
per month
Lean On Us
$450
per month
Basic
$275
per month
add-ons
Personal Taxes
- T1 personal tax return
- Discussion, correspondence & support
$20/month
Bookkeeper Training
- Unlimited training calls
- Unlimited support
$450
Upstream Strategy Group 2017 - Price Plans
