Home Financial Tech
Price Plans
features
Controller+
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Sep 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (annual / quarterly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Wagepoint
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI
Up to 5 bank / cc / Paypal / Stripe accounts
Up to 75 bank / credit card transactions
Receipt Bank Matching (accrual)
Up to 35 Receipt Bank items
No tracking categories
30 day close
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
Onboarding new employees
Terminations and ROEs
Worksafe Filings / Support
EHT Filings / Support
Up to 6 employees
Accounts payable
Semi-monthly AP management
Up to 10 payables per month
Up to 2 urgent payments per month
Up to 3 payment methods (cc, bank, Transferwise)
Vendor Setup
Credit card (auto-pay)
Controller+
$1,650
per month
Controller
$1,450
per month
Accountant
$1,250
per month
add-ons
Personal taxes
T1 Personal taxes
CRA audit support
$25/month
Catch-up
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