Vision Wealth Management
Price Plans
features
Controller+
Controller
Bookkeeper
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Jul 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
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 matching
Monthly OSI report
Tracking categories
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Accounts Payable
Monthly vendor payments
Controller+
$2,250
per month
Controller
$2,075
per month
Bookkeeper
$1,950
per month
add-ons
Tax Reduction
$100/month
T1 Personal Tax
CRA Basic Audit Support
$25/month
Holding Company
Financial Statements
Bookkeeping
T2 Tax Return
$150/month
Trust
T3 Return
$30/month
Vision Wealth Management - Price Plans
