Services Designed to Give You Financial Clarity & Confidence
The right level of financial support, strategy, and guidance, tailored to your business.
How We Can Work Together.
As your trusted advisor and financial strategist, HB2B Consulting helps you lead with clarity.
We simplify financial complexity and give you the tools, insights, and support to grow your business with confidence.
OUR MISSION
To simplify financial complexity and empower you with clarity, systems, and insights that support long-term, sustainable growth.
My Specialties
Analysing key financial metrics to boost margins and drive sustainable growth.
Profitability & Performance Insights
Foreign Currency Management
Navigating currency fluctuations for your advantage.
Scenario Modelling & Decision Support
Systems Setup & Process Improvement
Monitoring and projecting cash flow to ensure stability and support smart decisions.
Aligning your business goals with practical, data-backed financial strategies.
Cash Flow Management & Forecasting
Financial Strategy & Planning
Streamlining your accounting and finance systems for efficiency and clarity.
Building models to test business ideas like hiring, new products, or market expansion.
Our Services
Choose the CFO Support Level That Fits Your Business
Essential CFO Support
Visibility over your numbers
Best for
Owners who want a monthly second opinion and clarity on the numbers.
The outcome
Confidence in your monthly numbers and early warning on cash issues.
What’s included
- Monthly CFO meeting or recorded video update
- Standard reporting pack with insights and recommended actions
- Annual budget including cash flow, profit/loss and balance sheet
- CFO access for brief questions and explanations
Proactive CFO Support
Insight + forward planning
Best for
Owners ready to move from reactive to proactive with regular planning and forecasting.
The outcome
A clear 12 month financial plan and the discipline to hit it.
What’s included
- Monthly CFO meeting and mid month update call
- Tailored reporting with insights and recommended actions
- 12 month budget including cash flow, profit/loss and balance sheet
- Monthly financial reporting and KPI dashboards
- Quarterly forecast and strategy updates
- Quarterly product volume and pricing reviews
- Systems improvement and financial controls
- CFO access for brief questions and explanations
Advisory CFO Support
Strategic guidance for your numbers
Best for
Owners who want high level strategic financial planning, forward looking insights and deep expertise.
The outcome
Strategic clarity, improved profitability and confident long term business decisions.
What’s included
- Dedicated strategic CFO partnership and regular advisory meetings
- Custom financial strategy and growth planning
- Forward looking financial modelling and forecasting
- Performance analytics and dashboard reviews
- Long term cash flow optimisation and scenario planning
- Capital structure advisory and risk management
- Systems and controls advisory for scale
- Board and investor meeting preparation and guidance
Financial Clarity Snapshot — One-Off Business Health Check
Financial Clarity Snapshot Package
HB2B Deep Dive
Clarity over your numbers and the business behind them.
The Finance Deep Dive
A detailed review of your financial position.
- Xero and management statement review
- P&L review covering margin trends, cost drivers and where profit is leaking
- Balance Sheet review covering working capital, debt, fixed assets, loans and finance
- Cash flow review covering what is owed to you and what you owe
- Written 4 page report explaining what changed and why
- Key strengths, risks and recommendations ranked by impact
The Operations Deep Dive
People, Process & Systems
- Guided questionnaire on people, process and systems
- Scored assessment across all three so you can see where you are exposed
- Full findings register explaining every gap, the risk it creates and why it exists
- Action plan for every finding with the fix, steps, effort and target date
- Findings ranked by severity so you know what to fix first
What You Receive
Best For
Owners who want an independent, one off read on the health of their finances and finance function.
The Outcome →
Smarter financial decisions made faster, with less second guessing. You know what is working, what is not, and what to fix first.
Not sure which package fits your business?
Let’s talk through your goals and find the right solution.
