Learn From Experience
Practical financial knowledge distilled from 18+ years of CFO experience. Books and courses designed for real-world application.
The CEO Control System
A practical financial control system for aged care and NDIS CEOs who need board-ready answers on cash, care minutes, funding, and covenants — in under 90 minutes.
You know care minutes and RN coverage are tight. AN-ACC revenue feels lower than it should be. Cash dips hit at the worst time. Your board keeps asking “are we financially sustainable?” and all you have is a P&L with no context. This system gives you the numbers — and the answers.
What's Inside:
- 13-Week Cash Flow Engine
- Care Minutes Financial Impact Module
- AN-ACC & NDIS Opportunity View
- RAD/DAP Mix Optimiser
- Workforce Cost Benchmarks
- Support at Home Impact Model
- Executive Dashboard & Board Pack
- Weekly CFO Check-in Framework
Within your first 90 minutes:
- Your lowest cash point over the next 13 weeks
- Quantified care-minute and RN exposure
- A dollar figure for AN-ACC uplift and NDIS leakage
- A board-ready pack that speaks their language
Practical Cash Flow Mastery
Stop worrying about cash flow and start mastering it. This comprehensive course delivers proven strategies that actually work in the real world.
What You\'ll Learn:
- The CASH Method Framework
- Warning Light Systems
- Collection Strategies
- 13-Week Forecasting
- Smart Growth Planning
- Cash Flow Optimisation
AI-Ready Leader: Skills Every CFO & Controller Must Build
AI is transforming finance — but most CFOs aren't prepared. This course equips you with the practical skills and frameworks to lead your organisation's AI transformation with confidence.
What You'll Learn:
- AI Strategy for Finance Leaders
- Evaluating AI Tools & Vendors
- Building an AI-Ready Team
- Risk & Governance Frameworks
- Practical AI Use Cases in Finance
- Change Management for AI Adoption
Finance Books by Steven Taylor
Each book addresses specific challenges faced by CFOs and finance leaders in healthcare and disability services.
Beyond the Numbers
A comprehensive guide for CFOs looking to transcend traditional financial reporting. Learn how to provide strategic insights that drive business decisions, build meaningful relationships with stakeholders, and position yourself as a true business partner rather than just a numbers person.
Key Takeaways:
- Transform from financial reporter to strategic advisor
- Build influence and credibility with the C-suite
- Master the art of financial storytelling
- Develop forward-looking insights that drive decisions
Aged Care Reform 2025
Navigate the complex landscape of Australian aged care reform with confidence. This essential guide covers the new Aged Care Act, compliance requirements, funding changes, and strategies for financial sustainability in the evolving residential care sector.
Key Takeaways:
- Understand the new Aged Care Act implications
- Navigate funding model changes effectively
- Ensure compliance with new regulations
- Build sustainable financial strategies for aged care
NDIS Financial Management
The definitive resource for NDIS providers seeking financial excellence. Master pricing strategies, understand funding models, manage cash flow, and build sustainable operations within the NDIS framework while delivering quality services to participants.
Key Takeaways:
- Master NDIS pricing and funding models
- Optimize cash flow in NDIS operations
- Navigate regulatory compliance requirements
- Build financially sustainable service delivery
Survive and Thrive: Cash Flow Strategies That Actually Work
Stop worrying about cash flow and start mastering it. This practical guide delivers proven strategies for managing, forecasting, and optimizing cash flow. From the CASH Method to building a 13-week forecast, get actionable tactics that work in the real world.
Key Takeaways:
- Implement the proven CASH Method
- Build effective 13-week cash forecasts
- Develop smart collection strategies
- Recognize and respond to early warning signals
The AI Playbook for the Practical CFO
Demystify AI and harness its power for financial leadership. This practical playbook shows CFOs how to evaluate AI opportunities, implement AI solutions safely, manage risks, and drive genuine business value without getting caught up in the hype.
Key Takeaways:
- Evaluate AI opportunities with a practical framework
- Implement AI solutions safely and effectively
- Manage AI-related risks and governance
- Drive measurable ROI from AI investments
Support at Home: The CFO's Journey from Crisis to Control
Essential reading for CFOs navigating Australia's transformative Support at Home program. This practical guide takes you from understanding the new funding model to mastering financial sustainability, with real-world strategies for thriving under the reformed aged care system.
Key Takeaways:
- Master the Support at Home funding model
- Navigate the transition from Home Care Packages
- Build sustainable pricing and service strategies
- Implement effective financial controls and reporting
Beyond the Audit: How Aged Care CFOs Build Compliance Systems That Protect Their Organisations, Their Boards, and Themselves
The definitive roadmap for CFOs navigating the most unforgiving regulatory environment the Australian aged care sector has ever seen. This practical, systems-based guide covers the Five Pillars of Aged Care Compliance, personal liability protection, common price calculation methodology, and a 30/60/90 day action plan to move from reactive compliance to strategic excellence.
Key Takeaways:
- Master the Five Pillars of Aged Care Compliance
- Define your personal liability boundaries under the Corporations Act and Aged Care Act
- Navigate the common price calculation and pricing transparency requirements
- Build an integrated, self-sustaining compliance operating system
The NDIS Provider Survival Financial Guide: A Practical Playbook for Financial Resilience Under the New Compliance Regime
A brutal, honest, and highly practical playbook for thriving in the NDIS environment where the average net margin is razor-thin 2%. Covers the 2% Margin Break-Even Model, fraud-proof compliance systems, registration decision matrices, cash flow mastery for 45-day payment cycles, service line rationalisation, and 13-week rolling forecasts.
Key Takeaways:
- Master the 2% Margin Break-Even Model for NDIS viability
- Build fraud-proof compliance systems for the Fraud Fusion Taskforce era
- Navigate the registration decision matrix and Claims and Payments Framework
- Implement 13-week rolling forecasts and service line rationalisation
The Healthcare CFO Playbook: A Practical Guide to Financial Improvement, Compliance, and Value-Based Care
The essential playbook for healthcare CFOs navigating the shift to value-based care. Covers financial improvement strategies, compliance frameworks, cost optimisation, and the practical tools needed to lead healthcare organisations through margin pressure and regulatory complexity.
Key Takeaways:
- Build a financial improvement roadmap for healthcare organisations
- Navigate compliance requirements while driving operational efficiency
- Implement value-based care financial models and metrics
- Optimise costs without compromising patient outcomes
Your Last CFO Role: How to Leave Your Corporate Job, Build a Fractional Practice, and Never Go Back
The definitive guide for senior CFOs and Finance Directors considering the move to fractional practice. Covers the honest diagnosis of why competent CFOs get stuck, the real financial calculation of the fractional model, preparation frameworks, identity shifts, and the parts most books on this topic quietly omit. Written by a practising fractional CFO who made this transition in the Australian market.
Key Takeaways:
- Understand the real financial calculation of going fractional
- Navigate the identity shift from employed CFO to practice owner
- Build a stable retainer book with genuine asset value
- Avoid the preparation gaps most transition books quietly omit
The AI-Ready Finance Data Core: Building the Trusted Foundation Before You Deploy a Single Agent
The book that refuses to skip the foundation. Only 10% of CFOs fully trust their organisation's financial data, yet 67% say data infrastructure is the single biggest barrier to AI deployment. Written by a CFO for finance leaders, this practical playbook covers diagnosing data quality, the Three-Pass Method for cleaning data, building semantic layers and audit-grade lineage, and deploying your first AI use case with confidence.
Key Takeaways:
- Diagnose the real state of your finance data using the "dirty dozen" framework
- Clean and standardise data without breaking the close using the Three-Pass Method
- Build semantic layers, unified access, and audit-grade lineage for AI readiness
- Deploy your first AI use case with confidence on a trusted data foundation
The AI Playbook for the Practical CFO: Volume 2
Year one of AI adoption is about proving it works. Year two is harder. This volume guides CFOs who have started the AI journey through scaling what works, building an AI-capable finance team, governing risk when the CFO is accountable but the AI model is not, choosing the right vendors, and measuring real ROI beyond the pilot phase.
Key Takeaways:
- Scale AI programmes beyond initial wins without stalling
- Build AI literacy across your finance team without disrupting operations
- Govern AI risk and redesign close controls for AI-assisted environments
- Navigate vendor evaluations and negotiate contracts that protect your organisation
Reading the Numbers: A Director's Field Guide to the P&L, Balance Sheet and Cash Flow
A 67-page field manual for directors who want to move beyond accepting the numbers to actually understanding them. Provides a practical, repeatable 17-step methodology to read any set of financial statements covering the balance sheet (8 steps), income statement (5 steps), and cash flow statement (4 steps), with traffic-light assessments at each stage.
Key Takeaways:
- Assess going concern, solvency, and gearing in under three minutes
- Spot the divergence between profit and cash before it becomes a crisis
- Complete a full financial review in under ten minutes every month
- Know the right questions to ask the CFO after running the numbers yourself
The AI-Ready Finance Leader: How CFOs and Controllers Can Lead the AI Transformation
Written for CFOs, controllers, and FP&A leaders who want a clear, honest account of how AI is transforming the finance function. Covers every major area from FP&A and reporting to treasury, audit, and tax. Includes the AI-First skillset, a self-assessment framework, and practical competency models for building AI capability across the finance team.
Key Takeaways:
- Understand how AI is changing every major area of the finance function
- Develop the AI-First skillset with practical self-assessment tools
- Evaluate AI vendor claims without getting sold capabilities that don't exist
- Lead the AI transformation rather than reacting to it
The Fractional CFO Playbook: Building a Profitable Advisory Practice from Zero
A complete, step-by-step system for launching and scaling a fractional CFO practice. Covers the Value Anchor Method for pricing, one-page proposals that convert, zero-budget client acquisition, niche selection across aged care, NDIS, professional services, construction, and medical practices, plus practice finances, AI as a practice accelerator, and building a referral machine.
Key Takeaways:
- Set pricing that reflects your value using the Value Anchor Method
- Write one-page proposals that convert conversations into signed retainers
- Choose a profitable niche with deep-dive guidance across key industries
- Use AI as a genuine practice accelerator for fractional CFO work
The CFO's AI Playbook: A Practical Guide to Driving AI Transformation Without the Hype
Written by a CFO who had to defend every AI dollar to a board and deliver real results, not slideware. Distils a multi-year AI transformation journey into a clear, practical roadmap any senior executive can use. Covers separating signal from hype, building defensible AI business cases, designing pilots that produce hard evidence, and governing an AI portfolio with stage-gate funding.
Key Takeaways:
- Build conservative, defensible AI business cases that match reality
- Design pilots that produce hard evidence, then scale with control
- Drive frontline adoption by tackling the seven patterns of AI resistance
- Govern an AI portfolio with stage-gate funding and a one-page dashboard
The Finance Prompt & Agent Library
100 governed, copy-paste AI prompts covering 10 finance workflows — board packs, CFO commentary, P&L variance narratives, rolling forecast reviews, 13-week cash flow, debtor aging, modelling, CapEx business cases, and audit query responses. Includes 20 AI shortcuts and an AI skills guide covering custom instructions, finance-specific agents, and workflow automation chains.
Key Takeaways:
- 100 governed, copy-paste prompts across 10 finance workflows
- 20 AI shortcuts that compress hours of analysis into minutes
- AI skills guide covering custom instructions and agent design
- Board-ready output quality from every prompt
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Interested in bulk purchases for your team or organisation? Contact us to discuss volume discounts and custom bundle packages.
Contact for Bulk PricingWhy Invest in Financial Education?
The ROI on practical financial knowledge far exceeds the investment
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Equip yourself and your team with frameworks that lead to better financial decisions.
Practical Application
Every concept is grounded in real-world experience, ready for immediate implementation.
Continuous Learning
Stay ahead of regulatory changes and industry best practices with updated content.
For providers wanting hands-on support implementing these frameworks, explore our fractional CFO services across Australia. Steven Taylor works directly with healthcare, NDIS, and aged care organisations to put these strategies into practice.