Hab Strategy

What is HAB Strategy?

HAB Strategy is a Canadian-based CFO advisory and accounting firm focused on accelerating business performance through systems design, forecasting, and operations alignment. Founded by experienced financial executives, HAB helps companies elevate their finance functions and improve EBITDA, cash flow, and capital deployment decisions across all stages of growth .

What are their services?

HAB provides services that include:

• Cash Flow Management: Weekly and monthly liquidity forecasting, scenario analysis, and fund allocation guidance.
• Forecasting & Budgeting: 3-statement financial models, variance tracking, revenue projections, and expense optimization.
• System Implementation: ERP selection, integration, finance stack design, and automation tools for scaling teams.
• Fractional CFO Services: Board reporting, investor updates, performance reviews, and strategic planning.
• Capital Allocation & Efficiency: Budget governance, operating margin improvement, and expense accountability frameworks.

Key highlights:

• Trusted by VC- and PE-backed companies for finance transformation
• Canadian-based, serving North American and international clients
• Strong systems design expertise across finance and ops teams
• Ideal for scaling firms preparing for growth, acquisition, or IPO
• Focus on operational clarity, capital efficiency, and strategic performance

HAB Strategy builds smart finance infrastructure that allows startups and growth-stage companies to scale with control, agility, and capital efficiency.

Frequently Asked Questions

What size businesses benefit most from HAB?

VC- and PE-backed startups and mid-market firms benefit most. HAB is ideal for businesses transitioning from founder-led finance into structured operations, with a focus on growth and fundraising readiness.

Can HAB help with budgeting and variance analysis?

Yes. HAB builds dynamic 3-statement models, tracks KPIs, runs forecasts, and provides scenario planning tools. This helps teams proactively manage growth and communicate effectively with investors.

Does HAB implement accounting systems?

Absolutely. They support the design and integration of ERP, billing, payroll, and finance tools tailored to growth stage and team structure—bridging operational systems with financial reporting.