Phoenix-Based Financial Advisory

Financial Leadership
for Complex Businesses & Decisions

Sophisticated accounting, tax, and M&A advisory for businesses in complex situations - an alternative for owners who need a true financial partner.

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200+ Clients Served
$100M+ M&A Transaction Experience
CPA Candidate Finishing CPA licensing requirements
Phoenix, AZ Headquartered
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 Advisory brings institutional-grade expertise to owner-operated businesses across the US.

01

Accounting & Fractional CFO Services

Accurate books plus the financial leadership to act on them. Monthly close, reporting, and payroll alongside cash flow forecasting, budgeting, and strategic decision support.

We keep your books audit-ready year-round and sit in the room for the decisions that matter - pricing, hiring, capital raises, expansion - as your financial leader.

  • Monthly close & account reconciliation
  • HR management & payroll compliance
  • GAAP-basis financial statements
  • Cash flow forecasting & KPI dashboards
  • Budgeting, board reporting & lender support
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.

We plan in January, quarterly review, and adjust before year-end - so the strategy is already in motion by the time the return is due.

  • Entity structuring & election review
  • Federal & state tax return preparation
  • Credits, deductions & cost segregation
  • Quarterly estimated tax planning
03

Internal Controls & SOC Readiness

Building the control frameworks modern stakeholders demand. Risk assessments, control documentation, and SOC 1 / SOC 2 readiness support for growing companies.

Whether you're preparing for your first SOC audit or tightening controls to minimize fraud, we help you design, document, and test a framework that holds up to scrutiny.

  • Internal control design & documentation
  • SOC 1 / SOC 2 readiness assessments
  • Risk assessment & process mapping
  • Remediation planning & control testing
04

M&A Advisory

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

Whether you're buying your first company or preparing your own for sale, we bring the same rigor institutional buyers expect - so nothing gets left on the table at the negotiating table.

  • Quality of earnings (QoE) analysis
  • Tax strategy & planning
  • Business valuation & deal structuring
  • Buy-side & sell-side due diligence
  • Exit & succession planning
Our Approach

Financial partners, not just
controllers

I

Institutional Lens

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 difference between an advisor and a partner is the willingness to build alongside the owner—not just advise from the sidelines."

- Canny Advisory
CPA Candidate Pursuing CPA license
Specialty Complex accounting, tax, and M&A situations
Location Phoenix, Arizona
Focus $0 - $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 and CPA candidate, 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 - serving over 200 clients and $100M in M&A transaction value support. For engagements requiring a licensed CPA's signature - such as audits, attest work, or licensed tax filings - Ethan partners directly with licensed CPAs to ensure every deliverable meets the profession's full regulatory standard.

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.

While deeply rooted in Arizona's business ecosystem, Ethan supports operators all across the US.

Private Equity Perspective
We bring institutional-grade analysis to every engagement - the same lens applied inside private equity.
Community Roots
Based in Phoenix with deep relationships across Arizona's operator and advisor community. We're not passing through - this is where we live, work, and build.
Professional Standards
As a CPA candidate, every engagement is held to the profession's highest ethical and technical standards - regulated, accountable, and bound by a fiduciary duty to you
Genuine Curiosity
We love learning about businesses, industries, and the people who built them. That curiosity makes us better advisors.
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