Business Model — FinoryHelp

1. Overview

FinoryHelp offers digital financial guidance and tax advisory for individuals and organizations in Canada. The model centers on subscription access to software-supported advisory workflows with optional add-ons and support tiers.

2. Value Proposition

  • Clarity: structured consultations supported by organized documentation.
  • Consistency: standardized processes aligned with Canadian guidance standards.
  • Efficiency: automation and templates that reduce repetitive tasks.

3. Customer Segments

  • Individuals and freelancers seeking structured personal guidance.
  • Small and medium-sized organizations requiring ongoing tax support.
  • Advisory teams needing collaboration, role-based access, and traceable reviews.

4. Service Tiers

  • Personal: one-on-one sessions, document storage, basic reporting.
  • Professional: dedicated advisor, financial reviews, annual support.
  • Business: multi-user dashboard, scheduled check-ins, priority channel.

5. Revenue Model

  • Recurring subscriptions billed monthly or annually in CAD.
  • Optional add-ons (e.g., extended storage or priority assistance) when available.
  • Volume arrangements for organizations with larger teams.

6. Cost Structure

  • Cloud infrastructure, security operations, and data storage.
  • Product development, maintenance, and quality assurance.
  • Advisory labor, documentation, and compliance activities.

7. Data Governance and Compliance

  • Privacy-by-design principles embedded across features and processes.
  • Access controls, encryption, and periodic security reviews.
  • Procedures for access, correction, and deletion requests.

8. Quality and Reliability Practices

  • Monitoring, incident response, and change-management protocols.
  • Versioning and staged rollouts to minimize disruption.
  • Usability improvements guided by feedback and research.

9. Partnerships and Integrations

FinoryHelp may collaborate with third-party providers for infrastructure, analytics, and secure document delivery. Integrations are evaluated for security, contractual safeguards, and user value.

10. Limitations and User Responsibilities

  • The platform supports advisory and documentation workflows and does not replace independent professional judgment.
  • Users are responsible for the accuracy of information they provide and for reviewing outputs before submission or action.
  • Feature availability may vary by plan and jurisdictional requirements.

11. Roadmap and Continuous Improvement

We continually refine features and advisory workflows to improve clarity, performance, and administrative control. Priorities are informed by user feedback and evolving standards.

12. Contact

Questions about this Business Model or collaboration: team@finoryhelp.com.