The Garden Family Medical Clinic worked with The CFO Centre to stabilise cash flow, become proactive with tax planning, and build a clear five- to ten-year growth strategy. They now have visibility into their numbers, confidence in their decisions, and a team that’s aligned across both clinics.
As a GP with over a decade of clinical experience, I launched Garden Family Medical Clinic with a vision to innovate and improve primary health care. But as the clinic grew, quickly and unexpectedly, I found myself overwhelmed by the financial side of the business. I didn’t have a proper profit and loss document, struggled with cash flow unpredictability, and had little understanding of tax planning or long-term financial strategy. Running two clinics with different operational styles only added to the complexity. I was deeply involved in every detail, and the stress was starting to affect my ability to focus on leadership and patient care.
I didn’t even know what I was looking for at first. I Googled everything from “accountant” to “bookkeeper”, trying to figure out how to manage the growing complexity of our clinics. I assumed CFOs were only for large companies, definitely not something we could afford or access.
Then I stumbled across the concept of a fractional CFO, someone who could step in with high-level financial expertise, without being a full-time hire. It was a game-changer. David stepped in with a calm, strategic presence and immediately began working with our manager, bookkeeper, and accountant to align our financial operations.
Working with a fractional CFO has been a game-changer. It’s helped us navigate the complexities of scaling a healthcare business while staying focused on what matters most—our patients and our purpose.
We built a high-level P&L that we now review regularly. For the first time, I could see what was coming in, what was going out, and how small changes could make a big impact. Between visits, we’d tweak a few things, and the numbers would shift dramatically. It was eye-opening.
Cash flow stabilisation was another huge win. David helped us prepare for seasonal dips and unexpected hits. Instead of reacting, we started planning. And then there was tax. Now we’re proactive, organised, and even finding ways to save through smarter planning.
Now that we’ve got real insight into how the business is performing, we’re finally in a position to plan for the future. With David’s support, we’re starting to map out what’s next, looking ahead to the five- and ten-year horizon.
I took 3½ weeks off recently, without a single email or call, and the clinics ran smoothly without me. That’s a milestone I never thought we’d reach.”
Andrew Leech, Director – The Garden Family Medical Clinic
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