Business Advisory, Consulting & Coaching Services
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Unlock Your Business Potential

Compete.   Grow.   Thrive.

… with a fresh perspective and experience-rich insights

small business owners in planning meeting with advisor

What's holding you back?

Fine-tune your strategies, streamline your operations, and make better use of your time.

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business team members exchange high 5

Conquer New Horizons with CPA Insight and Guidance

Has your business growth stalled? Do you feel like you've hit a roadblock?

It's time to enlist a professional team to help you unlock your full business potential.

Advisory, consulting, and coaching services from Zenally: the perfect boost to take your business to the next level.

As accountants, we have the inside track on your financial position.

As business advisors, we have an impartial perspective.

Both are instrumental in helping you make impactful changes.

Contact Us

farm business owner surveys his crop

Business Coaching

Help your business by improving your managment skills. Get personalized, strategic guidance from experienced CPA Business Coaches.

female business owner leads strategic planning session

Strategic Planning

Streamline your operations and take advantage of technology. Save time and money while delivering better customer service.

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Business Acquisition/Sale

Leverage objective insights from our experienced business advisors, and make informed decisions to achieve your goals.

Why choose our business advisory, coaching, and consulting services?

Benefit from a wealth of experience by partnering with our specialist business advisory team. We will suggest fresh ideas and point out the potential roadblocks ahead. Our main focus is to:

Foster Objectivity

Sometimes it's hard to separate yourself from your business. That makes it tough to get an objective perspective.

As independent business advisors, we provide you with a fresh take on your business. You can step back from the daily hustle and view it in a different light.

This fresh viewpoint on your business is instrumental to identify new opportunities for growth and improvement.

Set Goals

Synchronize your business and personal goals with our help. Create or refine your strategies. Then set achievable challenges and targets to accomplish them.

Outlining SMART goals provides you and your team with clear direction and purpose.

Our coaching services don't include fluff like "Believe in yourself. You can do it."
Our job is to help you build a clear roadmap and get to your destination.

Stay Accountable

Once you have your roadmap, we'll help you clearly define resources and set achievable timelines. We'll have regular progress reviews and ongoing feedback.

Our business coaching will help you stay accountable, and that will help you get the results you're striving for.

Reveal the Hidden

It can be a challenge to see leadership or human resources problems when you are intimately connected with your business. Our business coaches can identify and help mitigate these situations before they become big concerns.

We are business advisor accountants. That means we can predict how your business will look financially next month, next year, and well down the road.

We have the data and skills to identify any cash flow or financial issues before they become big, nasty surprises.

We'll help you get better at seeing future problems too.

Take Advantage of Technology

Technology regularly turns the business world upside-down. While you might be a little too absorbed to stay on top of developments, we are doing just that for all our clients.

Let's be clear. Technology is not a solution for every problem, but it can free you from the repetitive and allow you to focus on the significant.

We can help implement time- and cost-saving technologies with the right people and processes to generate consistent and valuable results for less cost. Cloud computing is just one example.

Get You Help When You Need It

Sometimes you need to work smarter, and sometimes you just need to work less.

As your business coaches, we'll help you decide if it's time to outsource or delegate, and identify the skills your team needs to follow your lead.

Grow your business

Create better strategies and make informed decisions with the advice of experienced advisors.

Partner with us for custom, comprehensive advice

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Zenally Tackles Challenges in These Areas:

  • Accounting and assurance services
  • Accounting software support
  • Bookkeeping
  • Budgeting
  • Change management
  • Cloud Accounting
  • Business planning
  • Cash management
  • Farm accounting
  • Growth planning
  • Management consulting services
  • Purchasing or selling a business
  • Risk management
  • Security, audit, and controls for financial data
  • Small business consulting
  • Strategic planning
  • Succession planning
  • Tax planning

Businesses We Help

These are some of the businesses we advise:

  • Service businesses
  • Real estate operations
  • Legal professionals
  • Tradespeople
  • Construction
  • Hospitality
  • Retail
  • Oilfield Services
  • Trucking
  • Farms, Ranches, and Greenhouses

FAQ About Our Business Advisory

Business advisors and business consultants play different roles. They both provide expertise to businesses, but their goals and involvement often differ.

Advisors typically work with clients on a long-term basis, providing advice for ongoing business challenges. They help clients prepare for future uncertainties or meet growth goals.

Consultants tend to work on a short-term basis and solve specific problems. They focus on quick action, solving problems, and delivering results.

Both suggest business development goals for a client to achieve, but consultants become involved in doing the work to achieve those goals.

As advisors and consultants, Zenally's CPAs have extensive professional experience. We provide organizational strategies to help tackle your business problems.

That said, it's important to determine which type of service is best for your particular business situation.

Burning problem that needs a quick solution? Retain us as consultants.

Ongoing advice needed to meet your goals? Retain us as advisors.

Either way, we've got you covered.

Business advisors and business coaches both help business owners, but in different ways.

A business advisor is similar to a coach but focuses more on business success than personal development.

A business coach emphasizes the overall development of business owners and managers. They provide guidance and help business owners become better leaders.

A business advisor makes your business better; a business coach makes you better at business.

Since Zenally provides both advice and coaching, you and your business can have the best of both worlds.

Great advice from a Zenally business consultant can help you become more proficient in financial management, tax planning, and business strategy.

Statistics reveal that business coaching can help improve work performance, productivity, and employee satisfaction.

Our experienced coaches can help you streamline processes, boost profits, and grow your business.

We can also help you find the best way to handle your assets and debts.

By investing in Zenally's small business consulting services, you will gain valuable insights and expertise to help you make better decisions.

Preparation is important to be sure your session is productive and useful:

Plan ahead

Identify the topics you want to discuss and prepare a list of questions to ask.

Bring relevant documents

If we are not already your accountants, bring any relevant financial documents, such as tax returns, financial statements, and bank statements.

Be prepared to discuss your business goals

Be ready to discuss your business goals and the obstacles you've encountered trying to reach them.

Be frank

In our experience, small business owners who need urgent help are often reluctant to talk about their financial stresses.

The more open and honest you are about your business and financial situation, the better and faster we can help you.

Be open-minded

Often, a small change in course can create impressive results in business operations, competitiveness, and profitability.

Be open to rethinking your business strategy and discussing new ideas.

writing on glass: new mindset - new results

Zenally's consulting, coaching, and advisory services are offered all over Central Alberta, from our offices in Red Deer, Innisfail, and Lacombe.

This makes for an easy commute from locations like Sylvan Lake, Blackfalds, Ponoka, Lacombe, Olds, or Sundre. We also provide services remotely.

Partnering with Zenally business advisors will help you be
- more competitive
- more successful
- better prepared for the inevitable bumps in the road

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Zenally, Your Business Ally

ZENALLY

Chartered Professional Accountants LLP

Send Us a Message

Payments

Please send eTransfers to
etransfer@zenally.cpa

Red Deer

(403) 343-2723

reddeer@zenally.cpa

516 Laura Avenue
Gasoline Alley
Red Deer County, AB
T4E 0A5

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Innisfail

(403) 227-4590

innisfail@zenally.cpa

5031  49 Street
Innisfail, AB
T4G 1A4

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ZENALLY
Chartered Professional Accountants LLP
Copyright 2024 All Rights Reserved

DISCLAIMER: Any accounting, business, or tax advice contained on this website is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion.

If you are interested in talking more about any topic on our website or specifically how the information would likely impact you, we'd be happy to chat.