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Free finance workbooks

Start with the numbers that matter to your business.

Five practical guides. Each has a checklist, a worksheet you can fill in, a worked example and a 30-day action plan.

01 / PDF

NDIS providers

Does each support hour pay its way?

Work out what is left after wages, travel, supervision and the hours you cannot claim. Includes a costing worksheet and a claims-to-cash check.

See the free workbook
02 / PDF

Aged care and home care

Will the cash be there on payday?

Map receipts and payments before a timing gap becomes a payroll problem. Separate residential aged care from home-care services and test a delayed receipt.

See the free workbook
03 / PDF

Medical clinics

Which billing mix supports your clinic?

Compare retained practice income, patient demand and operating costs without confusing doctor billings with money the clinic keeps.

See the free workbook
04 / PDF

GP and specialist practices

What can the practice safely pay its owners?

A monthly owner dashboard and drawings worksheet that separates operating profit from cash commitments, equipment spending and reserves.

See the free workbook
05 / PDF

Allied health

Will the next clinician cover their cost?

Test a hire using collected revenue, non-billable time, cancellations and ramp-up—not a diary filled to 100% from day one.

See the free workbook

Already have a question about your numbers? Talk to us using the contact form.

FrankCFOFractional CFO

Headquartered in Melbourne. Serving clients remotely across Australia.

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FrankCFO provides fractional CFO advisory services. We are not a registered tax agent. For tax advice, please consult a registered tax agent.