Lagree Group
Price Plans
features
Controller+ (15)
Controller+
Controller
Software
Xero (x3)
Receipt Bank (x3)
HubDoc
Fathom
Compliance - CDN
For the Year Ended
Sep 30, 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
Lagree West Fitness Kitsalano Ltd.
Jay Bird Ltd.
Lagree West Fitness Ltd.
Conversion, setup and training
System Conversion from QBD to Xero
System Setup: Receipt Bank
System Setup: Hubdoc
System Setup: Plooto
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly Fathom reports (Store P&L)
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 6 bank / credit card accounts
Up to 300 bank account transactions
Receipt Bank matching
Up to 200 Receipt Bank items
Monthly Intercompany Reconciliation
One tracking category (store)
15 day close
Payroll
Bi-weekly payroll management
CRA payroll audit support
On-boarding of new employees
Terminations and ROEs
BC EHT registration and filings
Worksafe BC registration and filings
Up to 25 employees
Accounts payable
Monthly vendor payments
Payment methods (bank, cc, plooto)
Up to 60 payments per month
Up to 5 urgent payments per month
Up to 30 contractor payments per month
Vendor setup / communication
CRA payments
Credit card payments (auto-pay
Controller+ (15)
$5,950
per month
Controller+
$5,500
per month
Controller
$4,500
per month
add-ons
Year-end change
x2
$500
Dec. 31, 2018
Jay Bird
Nil return
$250
Personal taxes
$25
Payroll reduction
$500/month
Lagree Group - Price Plans
