Our Services

Accounting services that help you grow a healthy business.

Get the support your business needs with our THREE65 Total Care Strategy.

The THREE65 Total Care Strategy wheel is one of a kind, with 3 dedicated concepts to help our clients succeed:

Transparency to understand what is going on all the time.

Traction & vision to get a better pulse on your business and results.

A service guarantee so that you feel confident in our proven process.

Transparency

Successful relationships grow when there is transparency, intentionality, and moments of connection. THREE65 provides us with the opportunity to do just that with you.

We begin each year with a plan in mind, everyone knows the plan.

All work is priced upfront. The annual plan provides comfort that the price won’t change.

No fees to pick up the phone. We know projects are successful when there is clarity on what comes next.

Know your tax balance all year long and receive reminders about where you stand. No more tax surprises.

 

Traction & vision

A business grows when we collaborate on strategy, issues, process and people. These tools will help us and your business align.

Goal achievement begins with real conversations about where we’ve been, where we are and where we are going.

Wrap-up year end with a discussion about what we’ve found and set your sight for the future.

Collaboration is key for your goals. We provide you with a check-in every 90 days to keep the rhythm of progress in your business.

Finish the year strong with ratio analysis and explore ways to increase your most important metric.

Our Services

Compliance Services
  • Personal tax return
  • Corporate tax return
  • Estate tax return
  • Charity return
  • Partnership return
  • T4 filing
  • T4A filing
  • T5 filing
  • T5018 filing
  • GST/HST filing
  • PST filing
  • ROE filing
  • AgriStability filing
  • Notice to Reader
  • Review Engagement
  • Financial Statements
  • CDA election
  • Clearance certificate
  • Foreign reporting
  • Specified corporate income
  • GST44
  • Terminal return
  • Rental property
  • Capital gains
  • Self-employment
  • Dissolve corporation
  • Adjusting journal entries
  • Audit assistance
  • COVID subsidy filing
  • Cash to accrual
Advisory Services
  • Ratio analysis
  • Gross margin analysis
  • Integration mapping
  • Financial forecast
  • Tax minimizer
  • Chart of accounts
  • Cash flow projection
  • Interim financial reports
  • Management reports
  • Key performance indicators
  • Business valuation review
  • Net worth
  • Estate plan
  • Will plan
  • Basic tax assessment
  • GST reconciliation 
  • Adjusting journal entries review
  • Payroll review
  • Should you incorporate
  • GST advice
  • Tax advice
  • Tax on split income
  • RRSP contribution
  • Straight-line depreciation
  • Restructure and reorganize
  • Debt review
  • Wages or dividends
  • Tax estimate
Back-Office Services
  • Software and apps
  • Cloud bookkeeping
  • Cloud conversion
  • Electronic signatures
  • Bookkeeping
  • Bookkeeping optimize
  • Bookkeeping training
  • Bookkeeping checklist
  • Annual return
  • Taxpay manager
  • Payroll 
  • Unlimited contact
Strategy and Leadership Services
  • Strategic improvement map
  • EOS Implementation
  • Board of directors
  • Accounting department structure
  • Financial plan
  • Capital Mix
  • Strategic plan
  • Project achievement map
  • Adjusting entry improvement
  • Group Tax Continuity
  • Logistics checkup
  • Business Coaching
  • Upfront pricing

Getting started is easy

Step 1: Schedule a discovery call

Learn about our proven process and explore if our services are the right fit for your company.

Step 2: Custom plan & proposal

Every company is unique, so we will build a tailored plan & quote specifically for you and your company.

Step 3: Enjoy a healthy company

Once you’ve onboarded into our THREE65 Total Care Strategy, we’ll help you follow a clear path back to a healthy, profitable company.

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