Wealthsimple Group - Support
Price Plans
features
Weekly
Controller
Support
Software
Xero
Receipt Bank
Hubdoc
Fathom
Compliance
For the Year Ended
Dec 31, 2017
CDN / US / UK Financial Statements (Xero)
CDN / US / UK Bookkeeping Review
CDN / US / UK Accounting Schedules Review
WS Inc. - GST/HST Filing
WS Fin Corp - GST/HST Filing
WS UK - VAT Filings
WS US - Sales Tax Filings (3 states)
Preparation of Form 31-103F1 (client responsible for OSC filing)
Support
Unlimited Phone/Email Throughout the Year
Liaison with Tax and Assurance Teams
Liaison with Legal Teams
Quarterly Financial Reporting Support
CRA Basic Audit Support
Liaison with Employees
Management
Accounting policy discussions, support and documentation
Tax compliance & planning discussions, support and documentation
Sales tax discussions, support and documentation
Monthly Management Meeting
Budget and Reporting Updates
Compilation of Quarterly Reporting Requirements
Consolidated Financial Statements (monthly)
Liaison with ShareOwner CFO
Payroll
CDN Payroll Management & Support (Wagepoint)
CDN Onboarding / offboarding employees
CDN Employee Expense Reports Processing
CRA support
US Payroll Management & Support (Gusto)
US Onboarding / offboarding employees
US Employee Expense Report Processing
IRS correspondence
UK Payroll Management & Support (CAS to Bond)
UK Onboarding / offboarding employees
UK Employee Expense Report Processing
HMRC correspondence
GRSP Support (Wealthsimple 4 Work)
Bookkeeping
CDN / US / UK Reconciliations of banks / credit cards
CDN / US / UK Reconciliations of Receipt Bank
CDN / US / UK Outstanding Items list
CDN / US / UK Accruals
CDN / US / UK Accounting Schedules Preparation
CDN Liaison with Custodial Broker - ShareOwner
US Liaison with Custodial Broker - Apex
UK Liaison with Custodial Broker
Accounts Payable
CDN Vendor Payments (Plooto)
US Vendor Payments (Bill.com)
UK Vendor Payments (Metro Bank)
Semi-monthly Frequency
Ad-hoc Payments as Needed
Weekly
$7,950
per month
Controller
$4,950
per month
Support
$3,950
per month
Wealthsimple Group - Support - Price Plans
