Snakes and Lattes Group 2020
Price Plans
features
CFO support
Controller+
Controller
Software
Xero (x5)
Receipt Bank (x5)
HubDoc
Checkeeper (x5)
Expensify (up to 5 users)
Fathom
Compliance - CDN
For the Year Ended
Jun 30, 2019
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
Post balances in Xero
Snakes & Lattes (head office, logistics)
Snakes & Lattes Annex (venue)
Snakes & Lattes College (venue)
Snakes & Lattes Midtown (venue)
Compliance - US
For the Year Ended
Jun 30, 2019
Financial Statements (Xero)
Trial balance and adjusting entries
US Accountant working papers
Snakes & Lattes Tempe (venue USA)
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 (non-custom)
Bookkeeping - CDN / US
Monthly reconciliations of bank / credit card accounts
Monthly OSI report
Up to 10 bank / cc accounts
Up to 800 bank account transactions
Receipt Bank matching
Up to 400 Receipt Bank items
No tracking categories
30 day close
Additional reporting
Monthly meetings
Accounts payable
Semi-monthly vendor payments
Up to 50 payments / month
Up to 4 payment sources: cc, plooto, bank, cheque
Up to 10 urgent payments
Up to 5 contractor payments
Credit card payments (auto-pay)
CRA payments
Payroll - CDN / US
Bi-weekly payroll management (x5)
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
WSIB registration and filings
EHT registration and filings
Up to 275 employees
CFO support
$13,950
per month
Controller+
$9,950
per month
Controller
$7,950
per month
add-ons
US Taxes
Catch-up
July 2018 - Feb 2019
Bookkeeping
5 entities
$7,500
Personal Taxes
T1 Personal Tax
CRA Basic Audit Support
$45
Snakes and Lattes Group 2020 - Price Plans
