Tacklit

Mental Health and Wellbeing

Tacklit

“A cloud software platform powering client care for mental health and wellbeing providers.”

Tacklit is a Software-as-a-Service (SaaS) company that provides a cloud-based practice-management and client-care platform for mental health and wellbeing providers.

Its software streamlines the day-to-day of running a modern care practice — client onboarding, scheduling, session notes, coaching and billing — so practitioners can spend less time on administration and more time with the people they support.

Operating across Australia, the United Kingdom and Malaysia, Tacklit serves a growing base of clinicians and coaches through a single, connected platform.

Tacklit is on a mission to make quality mental health and wellbeing support easier to deliver and easier to access.

What we did for Tacklit

  • Act as Tacklit’s data-driven outsourced CFO & FP&A function across the group’s four entities (Australia, Group, UK and Malaysia), delivering bookkeeping, financial control and commercial insight.
  • Redesigned and rebuilt the invoicing and collections process to remove a major bottleneck — fixing delayed billing and deferred-revenue leakage and improving cash flow.
  • Introduced automated management reporting, budgeting and cash-flow forecasting, plus a 3-way and cash-flow scenario model, giving leadership a clear view of both SaaS and financial performance for venture debt providers.
  • Led compliance oversight, including tax and a group transfer-pricing policy.

I’ve worked with Lance on Data Analytics and highly value his skills. His models have been crucial in detailed RFPs with the government. Lance’s understanding of our business enables him to add significant value both in deliverables and thought leadership.

National Australia Bank

Business Leaders and Social Impact

Case Studies

Explore Other Case Studies

Shop Ready-Made Models

Views
0 K
Downloads
0 K
Reviews
0 +

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant.

You will get exclusive access to all files, models and content including prompts.

USD 39.99

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation, along with applying Modern Excel functions and features in their modelling workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant

Use the files provided to create your own dashboards in PowerBI and learn for free. Take advantage today

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their SAAS workflows workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant.

You will get exclusive access to all files, models and content, including prompts.

USD 59.99

Streamline Your End-of-Financial-Year Planning with this Easy-to-Use Budgeting Tool using Excel and Xero