Trinity Centres Foundation
Price Plans
features
Controller+ (W)
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 5 active users)
Checkeeper
Fathom
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T3010 Charity return
Trial balance and adjusting entries
GST/HST returns (quarterly / annual)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Checkeeper
System setup: Plooto
System setup: Expensify
System setup: Wagepoint
Training Plan
Consolidations
Monthly consolidations in Fathom (non-custom)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 2 bank / credit card accounts
Up to 150 bank / credit card transactions
Receipt Bank matching (accrual)
Up to 100 Receipt Bank items
Tracking categories (sites)
30 day close
Payroll
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 10 employees
Accounts payable
Semi-monthly payments
4 payment sources: (Plooto, bank, cc, cheque)
Up to 30 payments per month
Up to 2 urgent payments per month
Up to 15 contractor payments per month
Vendor setup
Credit card (auto pay)
Weekly payments
Controller+ (W)
$3,450
per month
Controller+
$3,175
per month
Controller
$2,875
per month
Trinity Centres Foundation - Price Plans
