Affinio 2017
Price Plans
features
Track + US
Track
Support
Software
Xero
Receipt Bank
Hubdoc
Compliance / review
For the Year Ended
Dec 31, 2016
Financial statements (Xero)
T2 Corporate Tax Return
GST/HST returns (quarterly)
T4 / T5 Information returns
Tax Planning
Management Letter
Post balances in Xero
Support
Unlimited phone/email throughout the year
Quarterly reconciliation
Quarterly management discussion
CRA basic audit support
Liaison with assurance team
Bookkeeping
Monthly reconciliation of bank / credit card
Receipt Bank matching
Monthly OSI list
Tracking & Entries
Prepaids
Capital assets
ACOA loan
Debt & preferred shares
Old deferred revenues
Deferred revenues reconciliation
Accruals
Monthly review meeting
Reporting & Forecasting
Visible reporting
Draft metrics for board reporting
Futrli projections
Forecasting analysis
Cashflow analysis
US Sales Tax
Reconciliation of US tax balances
Filing and management of returns
Track + US
$3,275
per month
Track
$2,675
per month
Support
$1,500
per month
add-ons
Functional Currency Conversion
Convert balance sheet @ relevant rates
Set up Xero & bank feeds
Set up integrations
Prepare audit documentation
Correspondence with GT re: above
$1,975
Affinio 2017 - Price Plans
