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 call

Data 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​

1
Assessing the unique needs of your business

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

2
Analyzing the P&L

We delve deeper into understanding your most profitable clients and products and deriving key insights into what’s working well for you.

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
Managing your Cash Strategy

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.

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

Pricing that suits all businesses

Starting from
Core
$2250/month
Financial Structure Optimization
Financial Setup review
Financial Process review
Financial Systems review
Training Videos
Crystal Clear Financial Performance
Monthly Financial Statement Review
Financial Trends vs prior performance
Finance business partnering
Product / Customer P&Ls
Cash Collection Services
Custom Reporting
Business Growth CFO Insights
Customized CFO Scorecard
External Stakeholder Representation(Banks, Investors, Vendors)
Cashflow Plan
Financial growth plan and budget
Adhoc (Pricing analysis, Government Grants etc)
Biannual reforecast of P&L performance
Peace of Mind Compliance
Accrual Accounting
CPA Reviewed
Year End Tax Coordination
Financial and Tax Audit Support
Year end Journal Entries
Strong Foundations
Coaching & review for internal team
Transactional support (AP & AR)
New vendor & customer setup
Accurate application of payments
Reconcile bank and credit card accounts
9 day closing time
Starting from
Growth
$4550/month
Financial Structure Optimization
Financial Setup review
Financial Process review
Financial Systems review
Training Videos
Crystal Clear Financial Performance
Monthly Financial Statement Review
Financial Trends vs prior performance
Finance business partnering
Product / Customer P&Ls
Cash Collection Services
Custom Reporting
Business Growth CFO Insights
Customized CFO Scorecard
External Stakeholder Representation(Banks, Investors, Vendors)
Cashflow Plan
Financial growth plan and budget
Adhoc (Pricing analysis, Government Grants etc)
Biannual reforecast of P&L performance
Peace of Mind Compliance
Accrual Accounting
CPA Reviewed
Year End Tax Coordination
Financial and Tax Audit Support
Year end Journal Entries
Strong Foundations
Coaching & review for internal team
Transactional support (AP & AR)
New vendor & customer setup
Accurate application of payments
Reconcile bank and credit card accounts
7 day closing time
Starting from
Complete
$7150/month
Financial Structure Optimization
Financial Setup review
Financial Process review
Financial Systems review
Training Videos
Crystal Clear Financial Performance
Monthly Financial Statement Review
Financial Trends vs prior performance
Finance business partnering
Product / Customer P&Ls
Cash Collection Services
Custom Reporting
Business Growth CFO Insights
Customized CFO Scorecard
External Stakeholder Representation(Banks, Investors, Vendors)
Cashflow Plan
Financial growth plan and budget
Adhoc (Pricing analysis, Government Grants etc)
Biannual reforecast of P&L performance
Peace of Mind Compliance
Accrual Accounting
CPA Reviewed
Year End Tax Coordination
Financial and Tax Audit Support
Year end Journal Entries
Strong Foundations
Coaching & review for internal team
Transactional support (AP & AR)
New vendor & customer setup
Accurate application of payments
Reconcile bank and credit card accounts
5 days closing time

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.