Affin.io 2019
Price Plans
features
Controller+
Controller
Bookkeeper
Software
Xero (x2)
Receipt Bank
HubDoc
Compliance
For the Year Ended
Dec 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly)
T4 / T5 Information returns
Engagement letter
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / cc accounts (5th)
Receipt Bank matching
14 bank / credit card / Plooto accounts
Up to 700 bank/cc transactions
Up to 250 Plooto transactions
Up to 150 Receipt Bank items
Up to 12 departments (current) - 1 tracking cat.
Entering due dates on bills
Monthly sales/AR/deferred revenue/fee entries
Monthly AR entries from Stripe
Monthly bank balance confirmation reports
Monthly departmental payroll entries from ADP
Monthly US / GB payroll entries
Monthly Expensify entries
Additional reporting
Balance sheet with links and working capital
P&L with analysis
Bank reconciliations for 4 bank accounts and 6 cc
Bank reconciliations for 2 Plooto accounts
GIC reconciliations
AR analysis
Prepaids tracking
Capital asset tracking and depreciation
US sales tax tracking
Deferred revenue analysis
ACOA loan tracking and amortization (2 loans)
Debt and preferred shares tracking
Series B convertible debenture tracking
Accrued liability and deferred rent tracking
LiveCA to post EOM adjustments
Controller+
$7,500
per month
Controller
$6,750
per month
Bookkeeper
$5,500
per month
Affin.io 2019 - Price Plans
