features Gold Silver Bronze
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
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 & Training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Plooto
System setup: Wagepoint
Training program
Bookkeeping
Reconciliations of bank/credit card accounts
Monthly OSI list
Up to 3 bank/credit card accounts
Up to 100 bank/credit card transactions
No tracking categories
Receipt Bank coding
Up to 50 Receipt Bank items
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 5 employees
Reporting
Advisory
Accounts Payable
Monthly payments
Payment Methods = 4 (Plooto, CC, EMT)
Up to 15 payments/month
2 Urgent payments
Vendor setup
Up to 10 contractor payments/month
Credit card payment (auto-pay)
Gold $1,950 per month
Silver $1,675 per month
Bronze $1,450 per month