Turning AI Buzz Into Business Results

Imagine Your Team
Focused on Growth —
Not the Grind.

Everyone's talking about AI. Very few businesses are actually using it to change how they work. Zenovate bridges that gap — we implement the right tools, dashboards, and workflows that deliver real ROI. Less time on manual work, better decisions, and more time on what actually grows your business.

100+
Clients Served Across Our Careers
30+
Workflow Tools Built & Deployed
Real
Execution, Not Just Ideas

What your business
looks like after

Real-time dashboards and data when you need to make a decision — not days later.
Your team spending their day building the business — not doing repetitive admin.
AI tools your people actually use — with measurable ROI, not just a demo.
Ideas that get executed — with the tools and processes to make them stick.
A business that runs with consistency, visibility, and confidence at every level.

We turn AI from a buzzword into reality

Every business owner has heard it by now — "you need to be using AI." Most have tried something. A tool here, a chatbot there. But very few have actually changed how their business runs. The gap isn't awareness. It's execution.

Zenovate exists to close that gap. Our founding partners have spent careers building dashboards that replaced manual reporting, creating workflow tools that eliminated hundreds of person-hours monthly, and advising businesses through M&A, tax complexity, and operational overhauls — at Big 4 firms, investment banks, and inside operating businesses.

We bring that same depth to your company — across Sales, Finance, HR, Marketing, Operations, and beyond — enhanced by AI to move faster and more affordably than any traditional firm could. No six-month projects. No vaporware. Real tools, real results, built to last.

The team behind Zenovate Our founding partners are CPAs, Chartered Accountants, MBAs, and ex-investment bankers who have spent careers inside real businesses — building dashboards, closing M&A deals, managing audits, and being held accountable for P&Ls. We've personally built workflow tools that eliminated hundreds of person-hours monthly, served 100+ clients across industries, and delivered results at firms like Big 4 accounting, bulge-bracket adjacent investment banks, and Fortune-level operations.
CPA — WA & MT Chartered Accountant MBA — Baruch Zicklin Investment Banking Big 4 Accounting Fractional CFO M&A Advisory Power BI / SQL
Talk to Us

We work across every
part of your business

Whether it's Sales, Finance, HR, Marketing, Operations, or something else entirely — if there's a smarter way to do it, we'll find it and build it with you.

💼

Sales & Revenue Ops

From pipeline tracking to follow-up automation and sales reporting — spend less time on admin and more time in front of the right people.

PipelineCRMReporting
📊

Finance & Reporting

Stop waiting days for numbers that should take minutes. Real-time dashboards and automated reports so you always have the visibility to act fast.

DashboardsReportingForecasting
👥

HR & People Ops

Hiring, onboarding, and managing people shouldn't feel like a second job. Streamlined processes so the right candidates get hired faster and teams run smoother.

HiringOnboardingAccountability
📣

Marketing & Growth

You don't need a big marketing team to look like one. AI tools that make consistent, professional content — social posts, emails, campaigns — fast and easy.

ContentSocial MediaLead Gen
⚙️

Operations & Workflow

If your team is doing the same manual tasks over and over, that's money walking out the door. We map, streamline, and automate so your people focus on what matters.

AutomationProcess DesignSOPs
🎓

AI Tools Training

AI tools are only useful if your team actually uses them. Practical, hands-on training that shows your people exactly how to use AI in their real daily work.

WorkshopsTool AdoptionEnablement
🗺️

Business Efficiency Audit

Not sure where to start? We spend time inside your business, identify the top areas where time and money is being lost, and give you a clear prioritized action plan — with quick wins you can act on immediately. Available as a standalone project or the first step of an ongoing engagement.

AuditQuick WinsRoadmapProject or Retainer
Also available

Expert Advisory Services —
Powered by AI

Our founding partners have done this work throughout their careers — across Big 4 firms, investment banks, and as operators inside real businesses. Now we bring that same expertise to your company, enhanced by AI to deliver it faster and more affordably than traditional firms.

🏦

Fractional CFO

Get a seasoned CFO without the full-time cost. Our team has owned full finance functions — cash flow, board reporting, auditor engagement, and cross-functional strategy — inside real operating businesses. We bring that experience to yours.

Cash FlowBoard ReportingStrategy
🤝

M&A Advisory

Our team has executed buy-side and sell-side M&A transactions across food & beverage, consumer, agriculture, and industrial sectors. We know what buyers look for, how deals fall apart, and how to get yours across the line.

Buy & Sell SideDue DiligenceValuation
🧾

Tax Filing & Planning

Led by a CPA licensed in Washington and Montana with Big 4 and mid-market firm experience. We've handled 100+ clients across S-corps, partnerships, HNW individuals, and complex multi-entity structures — and resolved IRS audits on their behalf.

Tax StrategyComplianceIRS Representation
📈

Budget & Forecast

We've built budgets and forecasts for operating businesses, board presentations, and investor processes. Using AI-powered models, we give you dynamic, real-time visibility — so you stop guessing and start planning with confidence.

BudgetingScenario PlanningReal-Time Models
🧠

Business Consulting

From early-stage startups to established SMEs, our team has served as de facto strategy leads — owning operational initiatives, leading cross-functional teams, and driving measurable improvements across marketing, finance, and technology.

Growth StrategyOperationsCross-Functional
💹

Financial Modeling

Our team has built investor-grade financial models for M&A transactions, fundraising, and management decision-making — using Capital IQ, Pitchbook, and advanced Excel. Models that are clear, robust, and built to withstand scrutiny.

3-Statement ModelsM&A ModelsFundraising
How It Works

Simple process.
Real results.

01

Free Discovery Call

30 minutes. You tell us what's slowing your business down. No pitch, no pressure — just an honest conversation about where you are and where you want to be.

02

We Map Your Business

We look at how your team actually works today — the tools, workflows, manual steps — and identify exactly where time and money is being lost.

03

We Build & Implement

We set up the tools, automations, and dashboards inside your actual business — using proven, readily available platforms. Nothing overcomplicated or overpriced.

04

Your Team Owns It

We train your people to use everything we've built. You're not dependent on us forever — you walk away with systems your team understands and trusts.

Enough buzz.
Time to actually do something.

Free 30-minute call. We'll look at your business and tell you exactly where AI can make a real difference — and how fast you can see it.

Get In Touch →
Get In Touch

Start the conversation

Let's talk about your business

Fill out the form and we'll get back to you within one business day. The more specific you are, the more useful our first conversation will be.

Email
Phone(516) 350-0171
HoursMon – Fri, 6am – 6pm PST
We work best with Small and mid-size businesses — especially family-owned companies and organic growers — who know things could run better but haven't had the time or the right partner to fix it. Project-based or monthly retainer options available.