Wheelhouse Cycle Club
Price Plans
features
CFO
Controller
Support
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 10 users)
Compliance
For the Year Ended
Dec 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns
T4 / T5 information returns
Management letter
Post balances to Xero
T1 Personal Tax
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly review
Quarterly management discussion
Payroll
CRA Payroll Audit Support
Semi-monthly payroll management in Wagepoint
Onboarding new employees
ROEs and terminations
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Monthly OSI list
Receipt Bank coding
A/P
Monthly supplier payments
Strategy
KPIs and Budgeting
Monthly meeting
CFO
$2,950
per month
Controller
$1,850
per month
Support
$750
per month
add-ons
Catch-up
$250/month
Wheelhouse Cycle Club - Price Plans