You want to do the bookkeeping on your own and reach out for support only when you need it.
Controller
You want stay up to date with what's going on and would like us to be proactive. While you'll manage your own books, you'd like us to do a proper review and check in each quarter with full support throughout the year.
CFO
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended Jul 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual)
Tax planning (annual)
Management letter
Post balances in Xero
GST/HST return (quarterly)
Tax planning (quarterly)
Support
Unlimited Phone/Email Throughout the Year
Cross border support
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Payroll
Payroll Management
Payroll Support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly reconciliations of Receipt Bank
Monthly OSI list
Strategy
Monthly CPA discussion
Support$525per month
Controller$975per month
CFO$1,475per month
add-ons
Personal tax
T1 personal tax returnDiscussion, correspondence and support
