Pennock Investment Management Partners
Price Plans
features
Controller+
Controller
Support
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Sep 30, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST returns (quarterly)
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
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank coding (matching)
Monthly OSI
Bank statement bookkeeping
A/P
Monthly vendor payments
Controller+
$925
per month
Controller
$825
per month
Support
$575
per month
add-ons
Catch-up - Personal taxes (3 years)
T1 Personal Tax Return
- T1 personal tax return and related schedules
- Discussions and correspondence
$720
Catch-up - Corporation (3 years)
- Financial statement (notice-to-reader)
- T2 corporate tax return
- Trial balance and adjusting entries
- Bookkeeping
$7,050
Personal taxes (go-forward)
T1 Personal Tax Return
- T1 personal tax return and related schedules
- Discussions and correspondence
$20/month
Pennock Investment Management Partners - Price Plans
