NDIS Financial Planning

Managing your NDIS funding shouldn't feel complicated or overwhelming. Our NDIS Plan Management service takes care of the financial administration of your plan, giving you greater confidence, clarity and control.

NDIS Financial Services

Let us take care of the numbers so you can focus on your goals

Managing your NDIS funding shouldn’t be overwhelming. CBK Business Solutions provides friendly, reliable NDIS Plan Management — processing invoices, paying providers, and keeping your plan finances organised so you can focus on supports that matter.

Why choose CBK Business Solutions

We’re an experienced accounting and bookkeeping practice that understands both personal and business needs. Our NDIS plan management service provides clear communication, accurate financial administration and the flexibility to use the providers you choose.

How We Can Help You With Your Bookkeeping

  • Accuracy and Timely Financial Records. We maintain accurate and up-to-date financial records for your business, ensuring your accounts reflect real-time activity.
  • BAS and IAS Compliance. CBKBS ensures your business has properly reconciled accounts and timely reporting. Our registered BAS agents ensure you are across all compliance. With expertise in handling IAS and BAS lodgements, we help you avoid errors and penalties.
  • ATO Compliance. We stay across the current legislation and ATO requirements, so you don’t have to. Our team of experts are committed to ensuring your business is compliant through changes in the law and regulations.
  • Customised Solutions. We offer customised bookkeeping business services for your business, providing you with relevant solutions. Every business is unique, and so is our approach for you.
  • Customised Solutions. We offer customised bookkeeping business services for your business, providing you with relevant solutions. Every business is unique, and so is our approach for you.
  • Accounting Software Implementation. We can implement efficient software systems such as Xero, MYOB, or QuickBooks for streamlined processes. We can also train your team to become proficient in using your accounting software effectively.
  • Business Performance Tracking. Tracking your business performance is made easy with CBKBS. We deliver meaningful financial reports, offering visibility into business performance and trends. Outsourcing your bookkeeping services with us means you have access to the latest financial information.

What a CBK Plan Manager does for you

  • Process and manage provider invoices
  • Pay providers on your behalf from plan funds
  • Monitor budgets and track spending against your plan
  • Provide regular financial statements and updates
  • Keep accurate, compliant financial records
  • Help resolve invoice or payment queries (Short note) We follow current NDIS guidance and provide transparent services — not support coordination or day-to-day care.

How our plan management works

  • Contact us for a friendly, no-obligation chat about your needs.
  • We establish the plan management arrangement and agree how we’ll work together.
  • We process invoices, check claims, and make payments to providers.
  • Receive regular statements and updates so you always know your funding position.

Transparent, NDIS-aligned service

We provide a clear service agreement outlining our services, fees, responsibilities and dispute processes. We do not promise to “maximise funding” or manage your entire plan — our role is financial administration in line with NDIS rules.

FAQ

NDIS Plan Management is a service that helps manage the financial side of your NDIS plan. A plan manager processes provider invoices, pays providers, keeps financial records and provides information about your plan spending.

We process invoices from your providers, pay them from your plan funds, monitor budgets, keep records, issue statements and help resolve payment queries.

Yes. Plan-managed participants can generally choose providers that suit their needs. We don’t select providers for you — we simply manage the financial administration.

Usually yes, provided the supports are permitted under the NDIS rules and your plan. We can help check whether a provider or support is allowable.

We provide regular financial statements and clear updates so you always see what’s been spent and what remains.

If plan management is included in your NDIS plan, the cost is usually funded separately by the NDIS and does not reduce funding for your other supports. We’ll explain any fees during onboarding.

We aim to process invoices promptly. Times can vary depending on the invoice details and any issues that need clarification. We’ll keep you and your provider informed if further steps are needed.

es. You can change your Plan Manager during your plan. We can help make the transition smooth and transfer financial records where required.