Snakes and Lattes Group
Price Plans
features
Controller+15
Controller+
Controller
Software
Xero (x10)
Receipt Bank (x9)
HubDoc
Checkeeper (x9)
Expensify (up to 10 users)
Fathom
Compliance - CDN
For the Year Ended
Jun 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (quarterly)
Tax planning
Management letter
Snakes & Lattes (head office, logistics)
Snakes & Lattes Annex (venue)
Snakes & Lattes College (venue)
Snakes & Lattes Midtown (venue)
Snakes & Lattes USA CORP
Snakes & Lattes Publishing
Interloc Kings
Compliance - US
For the Year Ended
Jun 30, 2020
Financial Statements (Xero)
Trial balance and adjusting entries
US Accountant working papers
Snakes & Lattes Tempe (venue USA)
Snakes & Lattes Tucson, LLC
AMFIL
Conversion, setup and training
System Review: Xero
System Setup: ReceiptBank
System Setup: Hubdoc
System Review: Payroll
System Review: Expensify
System Setup: Checkeeper
System Setup: Plooto
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Year-end audit support
Consolidations
Monthly Fathom reports
Quarterly consolidation - 45 days from month end
Bookkeeping - CDN / US
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 25 bank / cc accounts
Up to 3000 bank account transactions
Receipt Bank matching
Up to 600 Receipt Bank items
No tracking categories
30 day close
3 month pricing review
Up to 5000 bank account transactions
Up to 1000 Receipt Bank items
Up to 2 additional entities
15 day close
Annual pricing review
Additional reporting
Monthly meetings
Controller+15
$19,500
per month
Controller+
$16,500
per month
Controller
$13,500
per month
add-ons
US Taxes
Snakes and Lattes Group - Price Plans