OneLocal 2020
Price Plans
features
Controller (10)
Controller (20)
Controller
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Expensify (up to 25 users)
Compliance
For the Year Ended
Sep 30, 2020
Financial Statements (Notice to Reader)
US Accountant working papers
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly)
T4 / T5 Information returns
Engagement letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / cc accounts
Receipt Bank matching
12 bank / credit card / Plooto accounts
Up to 600 bank/cc transactions
Up to 1500 Stripe transactions
Up to 75 Receipt Bank items
Prepaid expense tracking for up to 15 prepaid expenses
Monthly deferred revenue invoice import from Chargebee
Monthly sales tax entries from Stripe and Chargebee
Monthly Optimal Payments entry
Monthly gift card adjustment invoice
Monthly setup fees adjustment
No tracking categories
Additional reporting
Monthly meeting
Controller (10)
$4,950
per month
Controller (20)
$3,950
per month
Controller
$3,400
per month
add-ons
Accounts Payable
AP Setup
4 Months of AP
AP Training documentation
Up to 5 AP training calls
$7,500
OneLocal 2020 - Price Plans
