Sagard Holdings Management LP
Price Plans
features
CFO Support
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 review: Ceridian
System setup: Fathom
Training program
Consolidations
Monthly consolidations (non-custom, USD)
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 3 bank / credit card accounts
Up to 100 bank / credit card transactions
No tracking categories
Receipt Bank coding
Up to 70 Receipt Bank items
10 day close
Accounts payable
Semi-monthly payments
Payment Methods = 4 (plooto, CC, EMT, cheque)
Up to 50 payments / month
10 Urgent payments
5 contractor payments
Vendor setup
Credit card payment (auto-pay)
Payroll
Semi-monthly payroll management
CRA Payroll audit support
Onboarding of New Employees
Terminations and ROEs
EHT filings and support
WSIB filings and support
Up to 35 employees
CFO Support
$2,775
per month
Controller+
$2,375
per month
Controller
$1,975
per month
add-ons
Catch-up
$500/month
Monthly meetings
$500/month
Tax
$250/month
Sagard Holdings Management LP - Price Plans
