Unlock Profit Potential with our Tailored Finance Business Partnering

We empower ambitious, technology driven entrepreneurs to achieve financial success with the aid of our fractional CFO services.

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Net Promoter Score

"HAB Strategy transformed our business thanks to their forward orientated planning and financial expertise."

Jonathan Dipasquale
President at Instant Risk Coverage

Accelerate your business growth with HAB’s proven 5-step business partner blueprint

We have helped numerous growing businesses to gain financial success and peace of mind with our finance business partner framework.

1
Assessing the unique needs of your business

We conduct a thorough research of your existing processes to gain insights into your business’s strengths, weaknesses and opportunities for improvement.

2
Identifying your key business drivers

We delve deeper into understanding your most profitable clients and products and deriving key insights into what’s working well for you and what's not.

3
Building the CFO scorecard

We create customized CFO dashboards to understand key revenue drivers, gross margins, P&L trends, and team productivity to uncover deeper insights for your business growth.

4
Forecasting your Cash Needs

We forecast short term and long term cashflow projections to identify gaps well in advance and define solutions that allow business to continue as normal without disruption.

5
Finalizing the financial growth plan

We build tailored, multi-year financial revenue, margin and profit targets that incorporates all aspects of your business and that can be benchmarked against on a monthly basis

Empowering Client Growth

Here's how our transformative solutions helped clients achieve their business goals
Business Objectives
Chicago based SAAS company using technology to transform supply chains
Key strategic result
Before
Missing strong financial foundation
Overwhelming, knowledge gap on managing regulatory, tax, cashflow and banking day to day
Founder getting pulled into financial day to day instead of being able to focus on business growth
Unreliable, back of napkin financials
Limited financial reporting
No clear or consistent financials due to manual processes
Data sitting in numerous, different places
Insufficient reporting to accurately judge monthly run rate and months of available cash
After
Scalable build out
Payroll provider setup to pay employees, contractors and authorities across multiple US states
Expense software introduced reduced bill processing time 80% for in house team
Integrated workflows from online banking to QuickBooks to dashboard focused PDF report
KPI focused financials
Flexible, cashflow model to end of year built to anticipate cashflow needs and model different scenarios
Customized, prior year annual report built for board of directors and prospective new investors
Business structure optimized in line with tax strategy and to benefit from more future R&D tax credits
Business Objectives
Six US and Canadian business technology entities part of large network provider group
Key strategic result
Before
Workarounds and manual processes
75% of workload of internal team focused on data entry
Line by line intercompany reconciliation
Heavy reliance on excel to manage data across multiple files and multiple tabs
Limited financial reporting
Reduced time for financial reporting due to work involved on input side
No easy way to compare multi year analytics and performance
Consolidated reporting done manually via excel
After
AI powered processes
75% of work now transitioned to financial reporting, analysis and business improvement
Automated intercompany reconciliation for 20+ intercompany accounts
Integrated workflows from online banking to QuickBooks to dashboard focused PDF reports
KPI focused financials
Ability to switch from quarterly to monthly reporting due to integration setups
Data visuals show monthly revenue and expense trends
Multicurrency, multiple entities reported both individually and consolidated using software for greater accuracy

We transform all aspects of your business with expert financial support

HAB Strategy’s dedicated fractional CFO services are tailored for ambitious, technology focused founders, business owners, and SMBs. Discover how our specialized services can benefit your operations

Precision reporting to make informed decisions

Stay ahead with real-time financial data that enables quick, informed decisions. Benefit from a comprehensive view of your financial health, allowing for agile adjustments and strategic planning.

Strategic financial planning for sustainable growth

Our detailed financial planning helps to visualize your financial trajectory and enhance your capability to allocate resources efficiently, driving sustainable growth.

Optimize profitability through strategic cost management

Implement robust pricing strategies and streamline overheads to maximize your profit margins. We provide targeted advice to reduce costs and optimize pricing, directly enhancing your financial returns.

Automated financial processes to focus more on core business

Shift your focus from admin work to core business strategies by letting us redesign and systematize your financial tasks. Enjoy the freedom to innovate and expand your business operations, or simply reclaim time for personal pursuits.

In-Depth customer insights for targeted growth

Understand the dynamics of your customer base by identifying your top and bottom performers. This insight allows for targeted marketing strategies and resource allocation, optimizing both customer satisfaction and profitability.

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What Our Clients Are Saying

"HAB Strategy transformed our business thanks to their forward orientated planning and financial expertise."

Jonathan Dipasquale
President at IRC

“I've always found Dave very insightful, easy to work with and explain accounting in a way that's easy to follow.”

Rebecca Patterson
Head of HR at Legacy+

“I was dealing with a very professional and smart team.”

Jason Wong
CMO at Elutris

“We've seen a big turnaround in our billing based on HaB's KPIs.”

Kim Murray
Founder at Flexify
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