- My company isn’t producing the cash flow/profits that I want.
- I feel like I’m reacting rather than achieving the goals of a clear strategy and plan.
- I don’t know where all the cash is going.
- I don’t understand how the numbers from my bookkeeper and CPA can help me make better business decisions
- I don’t know what I don’t know. I know I have financial blind spots. And I know they could be fatal to my business.
If you have those concerns or any other financial and strategic frustrations, you’re not alone. There are many great business owners who know how to serve their customers but don’t have the financial and strategic tools to build a great business.
We’re so busy working in our businesses that we don’t make the investment into our business planning that leads to clarity, focus, and fulfillment
I've created something completely new to help small business owners like you. I want every business owner to have access to CFO-level financial and strategic insights.
- Less stress?
- To confidently and effectively manage your business finances?
- Clarity on where to take your business and the best way to get there?
- To focus your company on what you value most?
- Insights on how to increase profits, purpose, cash flow, and growth?
My approach is tailored to the needs of small business owners like you who need insights into how to better run their business without losing sight of the things that truly matter in life.
And it works. My methods are focused and effective. You will gain insights and powerful tried and tested tools to help you find your business purpose, design your strategy and make financial decisions with confidence. And my insights are getting some attention.
CFO Perspective has been featured in...
I've created versions of my most powerful programs for FAST members that are self-paced that you can do on your own.
I'll be your guide and host in FAST! I’m Rob Stephens, Founder of CFO Perspective, which offers financial coaching and education to small business owners.
I was the Chief Financial Officer for multiple companies and Director of Operations at a $3 billion company. I felt the need to switch my focus to values rather than profit. As the son and grandson of small business owners, I knew the troubles and struggles of small businesses and decided to offer help.
And now I'm on a mission to help small business owners get more of what they value. I want you to build the business of your dreams with the plan, knowledge, and tools to achieve what you value most.
- Your business strategy
- Your business purpose
- Major financial decisions for your business
Can I give insights from decades of experience and tools to help you make the best decisions for your company?
In FAST, you get many of the resources from these CFO Perspective programs:
ACE for FAST: Strategic Planning - Retail Price of $249
Creating Value for FAST: Business Success from Shared Value - Retail Price of $249
Entrepreneurial Finance: Small Business Financial Basics - Retail Price $249
Improve Your Cash Flow - Retail Price of $149
And other courses with a total retail price of $380
That is a total of $1,276!
And what about the:
- stress reduction
the tools, programs, and services this membership can give you?
Most importantly, you’ll be building the business of your dreams by focusing your business on what you value most.
P.S. - I want you to achieve your goals. I want to help you better run your business. Join the inner circle of membership where you get access to the financial insights to better run your business.
I wish you success. And I wish you well.