In today’s ever-evolving business landscape, business owners and decision-makers must navigate a host of challenges to ensure their enterprise is successful while also continuing to grow. Throughout your organization’s lifetime, there are periods when your business may stagnate or plateau, and strategies that previously drove your company’s success no longer deliver the same impact.  At McCay Duff LLP, our advisory team offer structured business advisory and coaching that addresses the challenges business owners, managers, and decision-makers face but often don’t have the time or specialized knowledge to resolve on their own. We can help you identify priorities, strengthen decision-making, and create actionable plans that support financial stability and long-term growth. By combining strategic insight with practical implementation, we enable businesses to improve efficiency, manage risks, and stay accountable to their goals through coaching and business advisory engagements.

How Can Business Advisory and Coaching Help You?

Structured business advisory and coaching support provide business leaders with clear frameworks for tackling complex decisions and evaluating options with greater confidence. By combining financial insight with operational analysis, these sessions help owners, managers, and decision makers identify root issues, weigh risks, and select strategies that align with long-term objectives.

We focus on building relationships with our clients so we can learn what is most important to them and help them meet their goals. We’re more than just an accounting firm. We act as trusted business advisors and consultants, providing proactive advice and strategic guidance specific to your needs, your industry and, most importantly, your financial objectives.

Strategies You Can Trust

Beyond strategic clarity, coaching, and business advisory services, our consulting professionals at McCay Duff LLP can help improve your organization’s daily operations by streamlining processes, uncovering inefficiencies, and introducing practical tools for accountability and performance management. Tailored guidance ensures recommendations fit your organization’s size, structure, and goals, allowing you to implement change effectively and sustain progress over time. Together, these elements contribute to measurable improvements in efficiency, resilience, profit, and overall business growth .

Strategic Problem Solving

Strategic problem solving helps you identify critical challenges within your business, analyze root causes, and develop targeted solutions that support long-term stability and growth. At McCay Duff LLP, our innovative Chartered Professional Accountants can provide objective financial insight, data-driven analysis, and practical recommendations to help you navigate complex issues with confidence. By combining financial know-how with strategic thinking, we can help you and your organization address obstacles, improve performance, and make informed decisions that align with your overall goals. Our strategic problem-solving services include:

• Root-cause analysis
• Identify opportunities and strategize an action plan immediately
• Cost reduction and efficiency strategies
• Risk assessment and mitigation planning
• Strategic decision-making support and advisory strategies

Business Health Checks

Business health checks are a comprehensive review of a company’s financial and operational performance to assess its overall stability, efficiency, and long-term viability. It involves evaluating key areas such as profitability, cash flow, cost management, internal controls, and growth potential. By identifying strengths, weaknesses, and emerging risks, a business health check provides your organization with a clear picture of where it stands today and what improvements are needed to achieve future goals. At McCay Duff LLP, we deliver objective analysis, actionable recommendations, and ongoing guidance. Our business health check services include:

• Growth and profit solutions (GPS) diagnostic
• Identifying what’s working and what needs to improve
• Determining your business’s vision to move forward
• Developing key strategies and actions to achieve your goals

Strategic Planning

Strategic planning sets long-term goals, defines clear direction, and establishes the steps necessary to guide a business toward sustainable growth. The business professionals at McCay Duff LLP can evaluate current performance, identify opportunities and risks, allocate resources effectively, and align decisions with organizational priorities. For many businesses, strategic planning provides the structure needed to make informed choices, improve efficiency, and position their organization for future success. With a deep understanding of financial trends, regulatory requirements, and industry benchmarks, we help business owners make strategic decisions grounded in accurate information. Our strategic planning support includes:

• Clear and actionable goals
• Identifying your business’s competitive strengths
• Strategies developed with innovative business tools and techniques
• Determining key roles and timelines
• Ongoing advisory meetings and planning updates

Accountability Loops

Accountability Loops, often delivered through implementing monthly or quarterly coaching sessions, provide you and your business with structured check-ins to monitor progress, adjust strategies, and ensure key initiatives stay on track. At McCay Duff LLP, our business advisory professionals deliver consistent guidance, reviewing financial performance, and helping business owners stay aligned with their goals. Through regular coaching sessions, we provide clarity, maintain momentum, and offer data-driven recommendations that empower businesses to make timely, informed decisions and achieve measurable results. Our services include:

• Monthly or quarterly performance reviews
• Progress tracking against financial and strategic goals
• Cash flow and budget monitoring
• KPI development and measurement
• Strategy refinement and action plan updates
• Guidance to implement operational or financial improvements

Profit Improvement

Waste can account for up to 30 per cent of a company’s operating costs, yet it is often overlooked as an unavoidable part of doing business. Many organizations focus heavily on driving sales without first evaluating whether their current systems can support additional volume efficiently. Identifying and reducing waste not only strengthens operations but also directly enhances profitability. At McCay Duff LLP, we provide an in-depth assessment of your business processes, examining the seven common sources of operational waste to uncover opportunities for meaningful improvement. We help you evaluate which changes will deliver the greatest impact and create practical, results-focused action plans to enhance efficiency, reduce costs, and improve overall performance. Our services include:

• Working with the key team members to collaborate and audit operations, systems, and processes
• Prioritizing the issues that need to be dealt with first
• Putting a team structure in place to drive the success of the waste reduction process
• Measuring success with KPIs, and measuring progress at regular intervals

Time and Priority Mastery

Effective time and priority management is essential for achieving meaningful success for your business. With only so many hours in a day, it is important to clearly identify which tasks require your focused attention and which activities drive the greatest results.  By concentrating on the highest-value opportunities, the critical few that contribute most significantly to your overall success, business owners can work more strategically, reduce stress, and enhance productivity. At McCay Duff LLP, our progressive business coaches can help through objective analysis, identifying bottlenecks, and providing structured systems to improve productivity and decision-making. With clear strategic guidance, we can streamline workflows while helping you focus on the right priorities to build habits that support long-term operational efficiency. Our innovative strategies include:

• Workflow and process efficiency assessments
• Identification of high-impact tasks and priorities
• Time-blocking and scheduling recommendations
• Systems and tools for task management and tracking
• Support in delegating financial and administrative duties
• KPI development to measure productivity and progress
• Ongoing guidance to maintain accountability and momentum

Contact McCay Duff LLP in Ottawa for Quality Business Advisory and Coaching Services

At McCay Duff LLP, our business professionals deliver high-quality support to take your business to the next level. To learn more about how the Chartered Professional Accountants at McCay Duff LLP can assist you or your business, please contact us online or by telephone at 613-236-2367 or toll-free at 1-800-267-6551.