Sagard Holdings ULC
Price Plans
features
Controller+ (10)
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Fathom
Compliance
For the Year Ended
Dec 31, 2019
Financial Statements (Xero)
Accountant working papers
GST/HST returns (quarterly)
T4 / T5 information returns
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion
Quarterly Review of Reconciliation
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Checkeeper
System setup: Plooto
System setup: Fathom
Consolidations
Monthly consolidations (non-custom, USD)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 2 bank / credit card accounts
Up to 40 bank / credit card transactions
No tracking categories
Receipt Bank coding
Up to 20 Receipt Bank items
30 day close
10 day close
Accounts payable
Semi-monthly payments
Payment Methods = 4 (plooto, CC, EMT, cheque)
Up to 10 payments / month
1 Urgent payments
1 contractor payments
Vendor setup
Credit card payment (auto-pay)
Controller+ (10)
$1,875
per month
Controller+
$1,575
per month
Controller
$1,250
per month
add-ons
Bookkeeping catchup
$250/month
Sagard Holdings ULC - Price Plans
