Free Resources

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 scorecard. Identify strengths, weaknesses, and actionable improvement areas in minutes.

What\'s Included:

  • Quick 10-minute assessment
  • Instant health rating
  • Prioritized action items
  • Benchmark against industry standards

NDIS Financial Compliance Checklist

Ensure your NDIS organization meets all financial compliance requirements with this comprehensive checklist covering pricing, reporting, and governance.

What\'s Included:

  • 50+ compliance checkpoints
  • Audit preparation ready
  • Updated for 2025 requirements
  • Risk identification guide

CFO Decision Framework Template

Make better financial decisions with this structured framework used by leading CFOs. Evaluate investments, assess risks, and communicate recommendations effectively.

What\'s Included:

  • Structured decision process
  • Risk assessment matrix
  • ROI calculation tools
  • Board presentation ready

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:

  1. 1Download and review the resource completely before implementation
  2. 2Adapt the frameworks to your specific organizational context
  3. 3Share with your team to build collective capability
  4. 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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