Tools That Drive Results
Download practical financial tools and templates used by successful CFOs. Get immediate value with these free resources.
Cash Flow Health Scorecard
Assess the health of your business cash flow with this comprehensive 20-question scorecard. Identify strengths, weaknesses, and actionable improvement areas across four key dimensions.
What's Included:
- 20 assessment questions across 4 sections
- Instant health rating out of 100
- Priority action planning template
- Benchmark interpretation guide
NDIS Financial Compliance Checklist
Ensure your NDIS organisation meets all financial compliance requirements with this comprehensive 46-point checklist covering pricing, records, agreements, governance, and audit readiness.
What's Included:
- 46 compliance checkpoints
- High-risk items highlighted
- Updated for 2025 requirements
- Audit preparation ready
CFO Decision Framework Template
Make better financial decisions with this structured 8-step framework used by leading CFOs. Evaluate investments, assess risks, and create board-ready recommendations.
What's Included:
- Complete 8-step decision process
- Risk assessment matrix included
- Financial analysis templates
- Board presentation ready
Workforce Productivity Calculator
Benchmark your labour costs against industry standards and identify optimisation opportunities. Calculate potential savings from rostering improvements, skill mix changes, and care minutes compliance.
What's Included:
- Labour cost benchmarking by sector
- Care minutes compliance tracker
- Savings potential calculator
- Action planning template
AN-ACC Funding Optimization Checklist
Maximize your AN-ACC revenue with this comprehensive 52-point checklist covering classification accuracy, documentation requirements, funding claims, and ongoing monitoring strategies.
What's Included:
- 52 optimization checkpoints
- Classification accuracy review
- Documentation requirements guide
- Revenue leakage identification
Value-Based Care Readiness Assessment
Evaluate your organisation's readiness to transition from fee-for-service to value-based care models. Assess capabilities across quality measurement, data infrastructure, financial systems, and care coordination.
What's Included:
- 40 readiness indicators
- Capability gap analysis
- Transition roadmap template
- Risk assessment framework
Board Financial Reporting Template
Create compelling board-ready financial reports with this professional template. Includes executive summary structure, KPI dashboards, variance analysis, and forward-looking commentary frameworks.
What's Included:
- Executive summary framework
- KPI dashboard layouts
- Variance analysis templates
- Strategic commentary guides
Why Offer Free Resources?
These tools represent the foundational frameworks I've developed over 18+ years as a CFO. By sharing them, I hope to help more finance leaders make better decisions—whether or not we ever work together.
How to Get the Most From These Resources:
- 1Download and review the resource completely before implementation
- 2Adapt the frameworks to your specific organizational context
- 3Share with your team to build collective capability
- 4Return periodically as your needs evolve
Need More Personalized Guidance?
These resources are just the beginning. Fractional CFO services provide hands-on support tailored to your specific challenges.
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