All-inclusive Financial management and coaching for service-based businesses generating at least $500k in annual revenue.

Worried Your Current

Strategies Won’t Hold Up?

We’ll help you:

Get A Trusted Advisor On Your Side

Work 1:1 with an expert accountant and tax strategist

Your dedicated account manager will work closely with you to overcome plateaus, remedy compliance issues, and implement a favorable tax strategy. You’ll get a sounding board for ideas and concerns—and feel confident you’re making the right decisions.

Feel Prepared For The Future

Set clear goals & implement a plan to achieve them

Together, we’ll identify what you want to accomplish in the next 3 years. And create a step-by-step roadmap for achieving it.

You’ll stay on track with regular, comprehensive financial reports that include forecasts for the three most critical metrics:

  • Profit and loss

  • Balances

  • Cash flow

Finally Control Cash Flow

Forecast the future and budget accordingly

Peek into the future to see what your business might look like thanks to rolling cash flow and profit forecasts. We’ll meticulously track your profits, cash, and net assets—and alert you to potential cash flow shortages before they happen.

With these forecasts, you’ll learn:

  • How changing your payment terms could impact your cash flow

  •  What effect supplier payment terms have on cash flow

  • How actual performance measures up against projections so you can course-correct as necessary

Test Possible Business Scenarios

Learn the risks and benefits of different investment options

Thinking about opening a new location? Considering a capital purchase? Financial scenarios show you how decisions like these might affect your long-term profitability or short-term cash flow—so you can reduce risks and make the right investments at the right time.

You’ll get unlimited support in developing financial scenarios based on your business needs—plus strategic action plans that illuminate the way forward for the ones you choose to implement.

Keep Accountable & Take Action

Continuously improve your strategy to overcome stagnation

Chat with your success manager each month to work through your action plan. We’ll measure your progress, review your strategy, and revise as necessary to keep you moving forward. You’ll get the insights and support you need to see beyond the day-to-day and take meaningful action.

Grow Your Financial Confidence

Leverage expert advice and guidance

Get answers to your questions or concerns with unlimited email and phone support. Surprises happen. And when they do, you’ll have a trusted advisor who knows your business and can help you get back on track.

Bring Home More Money

Pay only what you owe on taxes

Take full advantage of all tax deductions, credits, and loopholes to minimize your tax bill. We’ll professionally prepare your:

  • Business entity returns (proprietorship, partnership, or corporation)

  • Personal tax returns at the federal, state, and local level

What’s Included

How It Works

Book Free Consultation

Learn if it’s the right time to hire professional help and which package is right for you.

Get Your 3-Year Financial Roadmap

We’ll deliver a strategic action plan + full financial forecasts so you know what to expect from the future.

Stay On Course

You’ll get year-round tools, knowledge, and support so you can finally reach your goals—whether that means taking your business to new heights or stepping back to spend more time with loved ones.

Safeguard Your Business

Implement our proven long-term strategies to minimize taxes, maximize returns, and protect what you’ve built against future threats for continued success.

Which Package Is Right For You?

Forecast the Future Perfect Your Performance Master Your Metrics
Initial assessment and set up
Goal analysis
Financial Dashboard
Benchmark metrics for your business
Business summary web page
Summary management reporting
1-year sales forecast
Financial systems health check
The Lean Plan
Measuring the things that really matter
1-year full financial forecast
Full periodic management reporting
Business review meeting
Access to cloud-based reporting platform
Dedicated account manager
3-year financial plan
Rolling cash flow and profit forecasts
Financial scenarios based on need
Prioritized strategic action plan
Accountability program-your business coach
Unlimited email and telephone support
Not quite ready to hire a pro?

Kickstart Your Financial Journey
With Our Free Resources

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“I don’t like doing taxes. It stresses me out. Joel makes it easy. He’s great at his job and he’s so organized. He understands how my organization works, and he’s very prompt in getting back to me.”


I am really glad that I chose to rely on Joel’s expertise. He worked very hard to find every deduction possible and reviewed my documents multiple times. Moreover, he even helped me resolve an issue that I had with a previous tax year. What I enjoyed the most about the process is that whenever I had a question Joel always explained the answer in detail which made me feel very comfortable.


Joel Lee is a really nice guy to communicate with. Also, he was quick on responding to questions or concerns I had. The process was fast but at the same time they were looking out for me in the best way during this process. I would recommend TaxCanny because they are very professional at what they do and they go beyond to help you as a client.


Joel & Team provide accurate, knowledgeable, speedy service. What a relief it is to have them around keeping me up to speed reactively and proactively with so many taxation matters that either I would not remember or would take me an eternity to figure out. Highly recommended.


Walk Confidently Into Your Financial Future

With the right strategies and forecasts, you’ll know what to expect and how to act to move your business forward.