Phoenix-Based Financial Advisory

Clarity in Every
Financial Decision

Expert accounting, strategic tax planning, fractional CFO leadership, and M&A advisory — built for Arizona's growing businesses.

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$2B+ Transactions Advised
200+ Clients Served
15+ Years of Experience
AZ Arizona Focused
What We Do

Financial expertise for every
stage of your business

Whether you're scaling, selling, or simply trying to make smarter decisions with your numbers — Canny Financial Advisory brings institutional-grade expertise to Arizona's owner-operated businesses.

01

Accounting & Bookkeeping

Accurate, timely financial records that give you a clear picture of your business. Monthly close, reconciliation, payroll, and financial statement preparation.

02

Tax Strategy & Compliance

Proactive tax planning — not just compliance. We minimize your tax burden through entity structuring, cost segregation, credits, and year-round strategy.

03

Fractional CFO Services

C-suite financial leadership without the full-time cost. Cash flow forecasting, KPI development, budgeting, investor reporting, and strategic decision support.

04

M&A Advisory

From buy-side due diligence to sell-side preparation, we guide business owners through acquisitions, valuations, QoE analysis, and successful exits.

Our Approach

Financial partners, not just
number crunchers

I

Arizona-rooted expertise

We understand the Arizona business landscape — its regulatory environment, its industries, and its unique opportunities for growth.

II

Owner-operator mindset

We work directly with founders and owners — not buried under layers of staff. You get experienced advisors, every time.

III

Integrated advisory model

Accounting, tax, and strategic CFO work under one roof means no blind spots between your teams — just a coherent financial picture.

IV

Built for transactions

Our M&A experience means we prepare your books and strategy for the moment of exit — not just for tax season.

"The best time to get your financials in order is three years before you need them."

— Canny Financial Advisory
License Licensed CPA Firm — Arizona
Specialty Lower Middle Market
Location Phoenix, Arizona
Focus $1M – $50M Revenue
How It Works

A clear path from
first call to confident decisions

1

Discovery Call

We learn your business, your goals, and where your financials stand today.

2

Financial Assessment

We review your books, tax position, and reporting to identify gaps and opportunities.

3

Engagement Scoping

A tailored engagement built around what you actually need — nothing more, nothing less.

4

Ongoing Partnership

Regular cadence, proactive insights, and strategic guidance — month after month.

Leadership

The person behind
your financial strategy

Ethan Canny

Ethan Canny

Founder & Principal Advisor

A Phoenix native, Ethan brings experience in healthcare private equity and public accounting, where he has worked closely with business owners of all sizes to structure transactions and provide comprehensive financial guidance.

He knows that behind every business is a story, a team, and a community that depends on getting things right. Ethan focuses exclusively on Arizona's business ecosystem, maintaining deep relationships with owners, advisors, and local operators across the state.

A longtime student of philosophy, economics, and competitive strategy — drawing early inspiration from thinkers like Warren Buffett and Adam Smith — Ethan approaches financial advisory work with a focus on durability, aligned incentives, and long-term stewardship.

Integrity First
We do what we say. Our word means something. Engagements that require compromising character simply don't happen.
Genuine Curiosity
We love learning about businesses, industries, and the people who built them. That curiosity makes us better advisors.
Accountability
We hold ourselves to high standards and expect the same from our partners. No excuses — just execution.
Community Roots
Arizona is home. We advise here because we live here, and because we believe in the state's future.
ethan@cannyadvisory.com 602.826.9070

Ready to get your
financials working for you?

Whether you're looking to clean up your books, reduce your tax bill, or prepare for a sale — a conversation costs nothing.

Schedule a Consultation 602.826.9070 ethan@cannyadvisory.com