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DAVE BERNEY

Dave appears in the Top 100
Canadian Professionals Magazine

Berney, Dave_edited.jpg

Dave Berney

When it comes to financial strategy, few can match the impact and insight of Dave Berney, founder and CFO of HAB Strategy. A native of Ireland and seasoned CPA, Dave’s career has spanned some of the world’s largest corporations, including Pfizer, US Bank, and Grant Thornton. Today, from his Toronto base, Dave channels his expertise into transforming small and medium-sized businesses into high-performing, financially sound enterprises.

 

Founded in 2022, HAB Strategy is more than just a fractional CFO firm; it’s a growth partner for ambitious, technology-driven companies. Leveraging his unique 5-Step Business Partner Blueprint, Dave helps businesses unlock their full profit potential. HAB Strategy steps in at a pivotal moment—after companies have proven demand for their offerings, but before they’ve fully harnessed their financial potential. From optimizing corporate structures to fortifying balance sheets, Dave and his team deliver data-driven insights that empower founders to scale with confidence.

Dave’s approach to financial management is anything but conventional. “My first love was business,” he shares, “so I’m different from your typical CFO who stays in their office crunching numbers. I partner with clients to bring their vision to life.” This philosophy is reflected in the company’s name, which honors his eldest daughter, Hailey Anne. It’s a reminder, he says, to keep business goals aligned with what truly matters.

A Partner in Financial Growth

At the heart of HAB Strategy is a focus on the essentials of financial health. Dave specializes in three critical areas:

  1. Cash Flow Optimization: By running 16-week forecasts and identifying risks, Dave ensures that businesses maintain liquidity and spend strategically.
     

  2. CFO Scorecards: Tailored scorecards track 10-12 key performance indicators (KPIs) that drive growth, providing clarity and accountability in monthly or quarterly reviews.
     

  3. Multi-Year Financial Plans: These custom growth plans include clear milestones, reset points, and accountability measures to ensure long-term success.
     

But Dave doesn’t just focus on numbers. His global experiences—from backpacking through South America to living in Toronto—enable him to connect with people from diverse backgrounds. “I’ve found that shared experiences build trust,” he explains. “That trust is vital when you’re helping someone grow their business.”

Impact in Action

Dave’s results speak volumes. For InFlux Technologies, he digitally transformed financial operations to complement their cutting-edge blockchain and AI products. For another client, 3GEN Developments, his strategies added nearly $400,000 in profit in just over a year.

Building on Solid Foundations

For Dave, the journey is as rewarding as the destination. “Where we were when we started HAB was helping businesses understand their best and worst customers, vendors, and markets,” he says. “Where we are today is strengthening their foundations—corporate structure, balance sheets, and critical roles. And where we’re going is about turning visions into financial milestones.”

 

Dave Berney
Founder, CFO
HAB Strategy
Website: https://www.habstrategy.ca
LinkedIn: https://www.linkedin.com/company/hab-strategy

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