White Management Group
Price Plans
features
Controller+ (15)
Controller+
Controller
Software
Xero (x5)
Receipt Bank (x5)
HubDoc
Checkeeper (x5)
Fathom
Compliance - CDN
For the Year Ended
Sep 30, 2019
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
CO-17 Quebec Corporate Tax Return
Trial balance and adjusting entries
GST / HST / QST returns (quarterly / annually)
T4 / T5 / RL information returns
Tax planning
Post balances in Xero
White Management Ltd.
E&L Treutler Investments Ltd.
Rocky Mountain Bed & Breakfast (2012) Ltd
La Conciergerie Guest-House Inc.
Ngor et Ngor Inc
Conversion, setup and training
System Conversion from QBD to Xero
System Setup: Receipt Bank
System Setup: Hubdoc
System Setup: Checkeeper
System Setup: Plooto
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA / RQ Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 8 bank / credit card accounts
Up to 300 bank account transactions
Receipt Bank matching
Up to 100 Receipt Bank items
Monthly Intercompany Reconciliation
No tracking categories
15 day close
Accounts payable
Semi monthly vendor payments
Payment methods (cheque, cc, plooto)
Up to 30 payments per month
Up to 5 urgent payments per month
Up to 5 contractor payments per month
Vendor setup / communication
CRA / RQ payments
Controller+ (15)
$5,975
per month
Controller+
$5,475
per month
Controller
$4,475
per month
add-ons
Monthly QST
$150
Structuring
Bahamas entity
T3
Simple
$50
White Management Group - Price Plans
