Business, tax & financial advice

01

Business Strategy & Advisory

Reviewing prices, planning growth or evaluating a business opportunity?

Fanny helps entrepreneurs, self-employed professionals and business owners organize the financial and strategic questions behind an opportunity, challenge or next stage of growth.

What we can work on

• Business planning and business-structure decisions
• Business-model, offer and pricing review
• Cash-flow and financial-context analysis
• Research into government programs, grants and funding opportunities
• Canada–Latin America opportunity and market-entry research — a growing focus

02

Tax & CRA Advisory

Dealing with a CRA letter, a reassessment or a tax question?

Drawing on former tax-auditor roles at the CRA and Ontario Ministry of Finance, Fanny helps individuals and businesses organize tax questions, records and responses within an agreed advisory scope.

What we can work on

• Personal, self-employed and business tax questions
• Tax planning and tax-impact discussions
• Support with CRA reviews, reassessments, audits and correspondence
• Historical tax reviews, benefits and credits
• Tax preparation as a supporting service where appropriate

03

Financial Consulting

Balancing cash flow, debt and competing financial priorities?

Fanny helps individuals, families and business owners connect cash flow, debt, taxes and longer-term priorities so important choices can be evaluated as part of one financial picture.

What we can work on

• Cash-flow, debt and financial-priority discussions
• Financial goal planning and scenario comparison
• Education about registered accounts and investment readiness within scope
• Major financial commitment and affordability reviews
• Connecting personal, business and tax considerations