Wenner
Price Plans
features
Controller (10)
Controller
Bookkeeper
Software
Xero (x2)
Receipt Bank (x2)
HubDoc
Fathom
Compliance - Wenner Security
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Compliance - OR Wenner
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Conversion, setup and training
System Conversion from QBO to Xero
System Conversion to Wagepoint
System Setup: Plooto
System Setup: Checkeeper
Training program
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Consolidations
Monthly Fathom reports (non-custom)
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI report
Up to 750 bank account transactions
**No Tracking Categories
Shopify Reconciliation (Monthly)
Monthly manual inventory adjustment
Accounts payable
Monthly vendor payments
Up to 40 payments
Payment Sources: Plooto (EMT and EFT), AMEX, Cheques (via Checkeeper)
Up to 5 urgent payments
Strategy
Monthly CPA meetings
Controller (10)
$4,950
per month
Controller
$4,750
per month
Bookkeeper
$3,500
per month
add-ons
Expensify
10 user blocks
$150/month
Personal Taxes
$30/month
Wenner - Price Plans
