Basic Gov
Price Plans
features
CFO Support
Controller+
Controller
Software
Xero (x2)
Receipt Bank
HubDoc
Checkeeper
Expensify (up to 5 active users)
Compliance - CDN
For the Year Ended
Dec 31, 2020
Financial Statements (Xero)
Assurance working papers
Trial balance and adjusting entries
GST/HST returns (quarterly / monthly)
T4/T5 Information Return review
Post balances in Xero
Compliance - US
For the Year Ended
Dec 31, 2020
Financial Statements (Xero)
Trial balance and adjusting entries
US Accountant working papers
Conversion, setup and training
System Review: Xero
System Setup: ReceiptBank
System Setup: Hubdoc
System Setup: Checkeeper
System review: Expensify
System Setup: Plooto
System Review: Payworks
System Review: HR
Training plan
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly reporting
Bookkeeping - CDN / US
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 8 bank / cc accounts
Up to 100 bank a/ cc account transactions
Receipt Bank matching (accrual)
Up to 50 Receipt Bank items
No tracking categories
30 CD close
10 CD close
Payroll - CDN
Bi-weekly payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 40 employees
Accounts Payable
Semi monthly A/P management
Up to 4 payment methods ( CC, Plooto, Bank, cheque)
Up to 5 payments per month
Up to 5 contractor payments per month
Up to 1 urgent payments per month
Vendor setup
Credit card payments (auto-pay)
Additional Reporting
Monthly CPA Calls
Budgeting / Cashflow forecasting support
CFO Support
$3,975
per month
Controller+
$2,950
per month
Controller
$2,800
per month
add-ons
Catch-up
$2,000
Basic Gov - Price Plans
