Phoenix-Based Financial Advisory

Clarity in Every
Financial Decision

Expert accounting, strategic tax planning, fractional CFO leadership, and M&A advisory - built for exceptional businesses.

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200+ Clients Served
$100M+ M&A Transaction Experience
CPA Licensed & Regulated
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 & 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

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 accountant and an advisor is whether they've ever been in the room when the real decisions get made."

- Canny Advisory
License Licensed CPA Firm - Arizona
Specialty Lower Middle Market
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 licensed CPA, 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.

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.

Deeply rooted to 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 licensed CPA, 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