Achieve Financial Clarity and Business Growth with Our Tailored CFO Solutions
We help you secure your business’s financial future by leveraging deep business knowledge with personalized financial cashflow planning and analysis.
Strategic CFO advisory
Book a callData driven insights + leadership to get you to the next level
Gain the acumen and technical skills of an accomplished team to analyze product ROI, secure additional funding or navigate strategic challenges, all tailored to set you up for further success
Expand in a scalable way
Access top-tier financial strategies and executive leadership without the commitment and cost of hiring full-time, enhancing your ability to move fast while also remaining flexible.
Develop growth strategies with the right insights
Gain the acumen and technical skills of an accomplished team to analyze product ROI, secure additional funding or navigate strategic challenges, all tailored to set you up for further success.
Financial peace of mind, just one click away
Leverage our financial expertise to handle everything from strategic finance planning to implementation and support, reducing your overhead and increasing efficiency.
Make every decision an informed one
Streamline your financial processes and ensure every financial operation from expense management to reporting is built with the latest financial technology and AI, ensuring compliance and better data analysis.
Get valuable information reliably + fast
No more guesswork! Focus on growing your business, with KPIs, financial dashboards and better financial forecasting to guide better business decisions.
5-step unique approach in a visual representation
We conduct thorough research of your existing accounting processes to gain insights into your business’s strengths and opportunities for improvement.
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We delve deeper into understanding your most profitable clients and products and deriving key insights into what’s working well for you.

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.

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.

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.
What Our Clients Are Saying

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


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


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


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

Pricing that suits all businesses

Connect with us!
Optimize your financial future with expert CFO services tailored to your needs. Book a call today to streamline processes, boost profitability, and gain financial peace of mind.