Client Results & Case Studies
Real outcomes from healthcare, NDIS, and aged care organisations that partnered with CFO Insights for fractional CFO support. All case studies are anonymised to protect client confidentiality.
These results represent typical engagements across our three core sectors. Every organisation is different, but these examples illustrate the kind of impact strategic financial leadership can deliver.
Revenue Recovered
Avg Margin Improvement
Clients Served
Audit Success Rate
Multi-Site NDIS Provider – Pricing Optimisation & Margin Recovery
$12M annual revenue
The Challenge
A growing NDIS disability services provider operating across 4 locations in Greater Sydney was experiencing declining margins despite increasing participant numbers. Their pricing hadn't been reviewed since registration, claiming processes were inconsistent across sites, and management had limited visibility into service-line profitability.
Our Approach
- Conducted a full pricing review against the current NDIS Pricing Arrangements and Price Limits
- Implemented service-line profitability analysis across all 4 locations
- Redesigned claiming workflows and introduced weekly reconciliation processes
- Built a KPI dashboard tracking utilisation rates, claim rejection rates, and margins by service type
Results Delivered
Margin improvement within 6 months
Annual revenue recovered from under-claiming
Reduction in claim rejections
“We didn't realise how much revenue we were leaving on the table. The pricing review alone paid for the entire engagement multiple times over.”
Residential Aged Care Group – AN-ACC Funding & Reform Readiness
$35M annual revenue
The Challenge
A residential aged care operator with 3 facilities was struggling with the transition to AN-ACC funding. Care minutes compliance was creating cost pressure, star ratings were affecting occupancy, and the board lacked clear financial reporting to guide strategic decisions during the reform transition.
Our Approach
- Developed an AN-ACC funding optimisation strategy aligned with resident classification accuracy
- Created a care minutes compliance financial model showing cost impact and staffing scenarios
- Redesigned board financial reporting to include sector-specific KPIs and reform readiness metrics
- Built a 3-year financial model for Support at Home transition planning
Results Delivered
Additional AN-ACC funding captured annually
Improvement in care minutes compliance cost efficiency
Board satisfaction with new financial reporting format
“Steven helped us see the AN-ACC funding model as an opportunity rather than a threat. The financial clarity we now have gives our board genuine confidence.”
Allied Health Practice – Cash Flow Turnaround & Growth Strategy
$4.5M annual revenue
The Challenge
A multi-disciplinary allied health practice in Brisbane was experiencing chronic cash flow pressure despite strong patient volumes. Debtor days were running at 65+, the practice had no forward cash flow visibility, and growth ambitions were stalled because the founders couldn't see whether expansion was financially viable.
Our Approach
- Implemented a 13-week rolling cash flow forecast using The CASH Method framework
- Redesigned billing and collection processes to reduce debtor days
- Conducted a full cost structure review identifying non-essential overheads
- Built a financial model for a second location expansion with break-even analysis
Results Delivered
Reduction in debtor days (from 65 to 23)
Annual cost savings identified and implemented
Cash runway improvement from 2 weeks to 3 months
“For the first time in 5 years, I can see exactly where our cash position will be in 3 months. That confidence completely changed how we make decisions.”
NDIS Provider – Financial Systems Overhaul & Audit Readiness
$8M annual revenue
The Challenge
An NDIS provider in Adelaide had received a compliance notice regarding financial reporting and claiming integrity. Their financial systems were fragmented across spreadsheets, there was no clear audit trail for claims, and the founder was spending 20+ hours per week on financial administration instead of service delivery.
Our Approach
- Designed and implemented an integrated financial reporting framework
- Created claiming integrity protocols with automated reconciliation checkpoints
- Established monthly financial review cadence with management reporting dashboards
- Prepared comprehensive documentation for NDIS Quality and Safeguards Commission audit
Results Delivered
Successful audit outcome – compliance notice cleared
Weekly time saved on financial administration
Cost of potential penalties avoided
“Steven didn't just help us pass the audit – he built systems that mean we'll never be in that position again. The peace of mind is invaluable.”
Aged Care Operator – Acquisition Due Diligence & Integration
$18M combined post-acquisition
The Challenge
An established aged care operator in Perth was looking to acquire a smaller competitor but lacked the financial due diligence capability to assess the deal. The target facility had complex funding arrangements, unclear liabilities, and the acquirer needed a clear integration financial plan to present to their board and financiers.
Our Approach
- Led comprehensive financial due diligence including AN-ACC funding analysis of the target
- Identified $800K in hidden liabilities and $350K in unrealised funding opportunities
- Built a post-acquisition integration financial model with synergy targets
- Prepared the investment case for board approval and bank financing
Results Delivered
Hidden liabilities identified pre-acquisition
Unrealised funding opportunities discovered
Achieved financial integration targets ahead of 24-month plan
“Without Steven's due diligence, we would have overpaid significantly. His sector expertise meant he knew exactly where to look for risks and opportunities.”
Ready to Achieve Similar Results?
Every engagement starts with a no-obligation discovery call. We'll discuss your organisation's specific challenges and how fractional CFO support might help.
Serving healthcare, NDIS, and aged care organisations across Sydney, Melbourne, Brisbane, Perth, and Adelaide.