All-in-one financial management services for service-based startups and small businesses generating less than $250k in revenue.

Confused About How the Numbers Can Help You Make Better Decisions?

We’ll help you:

Always Know Where Your Money is

Monitor & track the metrics that matter

Prevent lost invoices and missed payments. Save time wasted on dreary accounting tasks. And avoid costly mistakes.

We’ll connect you to Our cloud accounting software and deliver monthly or quarterly management reports. So you can easily see:

  • Who owes you money
  • How many sales you’ve landed
  • If you’re on track to turn a profit

Understand the Numbers

Get instant access to simplified financial statements

We’ll set you up with a customized financial dashboard, where you’ll access real-time financial data—all translated into simple graphs and charts that make for easy reading.

Just like a car dashboard, your financial dashboard will tell you when it’s time to seek fuel, pump the brakes, or go full throttle—so you can stop second-guessing yourself and make smart decisions that move your business forward.

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 year and the steps to achieve it. You’ll get a 1-year sales forecast so you can set aside resources for future growth and keep cash in the bank.

Increase Your Capital and Clientele

Show off a lender-ready business plan

Clearly communicate who you are, what you do, and why it’s valuable, so you can win over potential customers and discerning investors.

We’ll deliver a one-page business presentation outlining your USP, team, resources, sales goals, and more for easy sharing.

Grow Your Financial Confidence

Leverage Expert Advice and Guidance

Get answers to your questions or concerns with 3 email consultations and 3 phone consultations per year. 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 your stage of business.

Get Your Finances in Order

We’ll assess the financial health of your business, set up your new accounting tools, teach you how to use them, and outline your goals for the year.

Master the Metrics

You’ll track the metrics that matter most and get regular financial management reports from us plus year-round, on-call support.

Grow Your Business

Implement our proven long-term strategies to minimize taxes, maximize profit, and grow your business.

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.


Build Your Business on
a Strong Financial Foundation

Most new businesses take on unnecessary debt before they’re even making a profit. By mastering the metrics first, you won’t be one of them.