Phil White
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
May 31, 2018
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 Taxes
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank coding
Monthly OSI list
Trust reconciliations
Invoicing
Monthly invoicing
CFO
$1,675
per month
Controller
$975
per month
Support
$600
per month
Phil White - Price Plans
