Wine Alliance
Price Plans
features
CFO support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 5 users)
Compliance
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (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 Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Expensify
System setup: Plooto
Training plan
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 4 bank / credit card accounts
Up to 150 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 75 Receipt Bank items
No tracking categories
30 day close
15 day close
Payroll
Bi-weekly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 10 employees
Expense reimbursements
Strategy
Monthly CPA meetings
CFO support
$2,950
per month
Controller
$1,950
per month
Accountant
$1,650
per month
add-ons
Personal Taxes
T1 Personal tax return
$30
Wine Alliance - Price Plans
