| Bronze /month | Silver /month | Gold /month | |
|---|---|---|---|
| Subscription to Xero - medium plan* | ✓ | ✓ | ✓ |
| Year end financial statements with a Notice to Reader report | ✓ | ✓ | ✓ |
| Year end corporate tax return | ✓ | ✓ | ✓ |
| Annual meeting to discuss year end financial statements and tax planning | ✓ | ✓ | ✓ |
| Corporate tax instalment reminders | ✓ | ✓ | ✓ |
| HST instalment reminders | ✓ | ✓ | ✓ |
| Email newsletters | ✓ | ✓ | ✓ |
| Email and phone support | ✓ | ✓ | |
| Completion and filing of annual HST return | ✓ | ||
| Completion and filing of quarterly HST returns | ✓ | ||
| Completion of T4 and/or T5s (up to 5 slips) | ✓ | ||
| Completion of T4s and/or T5s (up to 10 slips) | ✓ | ||
| Additional meeting to discuss semi-annual financial report and strategic planning | ✓ | ||
| Personal tax return (for sole shareholder and spouse) | ✓ | ||
| Set up budgeted info in Xero | ✓ | ||
| Three additional meetings to discuss quarterly financial reports and strategic planning | ✓ | ||
| Online access to store electronic business documents | ✓ |
Bronze
/month
- ✓ Subscription to Xero - medium plan*
- ✓ Year end financial statements with a Notice to Reader report
- ✓ Year end corporate tax return
- ✓ Annual meeting to discuss year end financial statements and tax planning
- ✓ Corporate tax instalment reminders
- ✓ HST instalment reminders
- ✓ Email newsletters
Silver
/month
- ✓ Subscription to Xero - medium plan*
- ✓ Year end financial statements with a Notice to Reader report
- ✓ Year end corporate tax return
- ✓ Annual meeting to discuss year end financial statements and tax planning
- ✓ Corporate tax instalment reminders
- ✓ HST instalment reminders
- ✓ Email newsletters
- ✓ Email and phone support
- ✓ Completion and filing of annual HST return
- ✓ Completion of T4 and/or T5s (up to 5 slips)
- ✓ Additional meeting to discuss semi-annual financial report and strategic planning
Gold
/month
- ✓ Subscription to Xero - medium plan*
- ✓ Year end financial statements with a Notice to Reader report
- ✓ Year end corporate tax return
- ✓ Annual meeting to discuss year end financial statements and tax planning
- ✓ Corporate tax instalment reminders
- ✓ HST instalment reminders
- ✓ Email newsletters
- ✓ Email and phone support
- ✓ Completion and filing of quarterly HST returns
- ✓ Completion of T4s and/or T5s (up to 10 slips)
- ✓ Personal tax return (for sole shareholder and spouse)
- ✓ Set up budgeted info in Xero
- ✓ Three additional meetings to discuss quarterly financial reports and strategic planning
- ✓ Online access to store electronic business documents
*One time set up fee for Xero of $250
*Multicurrency add another $10/month
If one of the above plans doesn’t fit your requirements, please contact us and we can create a specialized plan for your business needs. If you are a sole proprietorship or have rental properties, please contact us for a plan better suited to your needs. Additional monthly add-ons can include bookkeeping, payroll or CFO services.
