TAG Whistler
Price Plans
features
Controller+
Controller
Accountant
Software
Xero (x4)
Receipt Bank (x4)
HubDoc
Checkeeper (x4)
Fathom
Compliance
For the Year Ended
Apr 30, 2020
Financial Statements (NTR)
Accountant working papers
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (monthly)
PST return (monthly)
T4 / T5 information returns
Management letter
Post balances in Xero
TAG adventure tours Inc.
Wedge rafting Inc
Superfly ziplines Inc.
Moonwalk Inc.
Conversion, setup and training
System Conversion from QBO to Xero
System Setup: Receipt Bank
System Setup: Hubdoc
System Setup: Checkeeper
System Setup: Fathom
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Monthly management discussion
Quarterly working papers and analysis
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 7 bank / credit card accounts
Up to 300 bank account transactions
Receipt Bank matching
Up to 225 Receipt Bank items
Up to 2 e-commerce stores
Monthly Intercompany Reconciliation
Tour tracking categories
30 day close
15 day close
Accounts payable
Semi monthly vendor payments
Payment methods (cheque, cc, Plooto, EMT)
Up to 85 payments per month
Up to 10 urgent payments per month
Vendor setup / communication
Credit card payments (auto-pay)
Controller+
$7,950
per month
Controller
$7,250
per month
Accountant
$4,750
per month
Tax reduction
$400
TAG Whistler - Price Plans
