Watch Intro Video

Short Overview of FAST

Have you ever had these struggles?

  • 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.

You're Not Alone

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.

Would you like...

  • 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?


FAST is a Membership Program That Gives You Access to:

  • A Tool Chest of Business Management Tools

    Get tools and programs to increase cash flow, improve your company strategy, and create more value for you. You get access to 100 lessons, 30 downloadable tools, and over a dozen videos and webinars.

  • Ask a CFO Your Business Strategy and Financial Questions

    You can schedule a free 15-minute call with me to discuss a financial pain point in your business, how to make a financial or strategic decision you’re facing, or a question you have about the financial management of your business.

  • Accountability to Reach Your Goals

    The most powerful aspect of executive coaching is accountability. You tell me your goal and deadline. I'll send you a custom video the day after your deadline to check on your success in meeting your goal.

Tailored and Trusted Insights

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...


Get Access to the Most Powerful Programs of CFO Perspective

I've created versions of my most powerful programs for FAST members that are self-paced that you can do on your own.

ACE for FAST: Strategic Planning for Small Businesses

Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them. You get access to this in FAST. Without FAST, this program retails for $249.

Creating Value for FAST: Business Success from Shared Value

Helping Business Get What They Value By Creating Value For Customers and Employees

You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you'll identify exactly what each of these three groups value and how to increase that value - and your success. You get access to this in FAST. Without FAST, this program retails for $249.

Improve Your Cash Flow

Reduce your stress and capture more opportunities by improving your business’s cash flow. Better cash flow means more growth and more profit.

You get access to the full program in FAST. Without FAST, this program retails for $149.

Entrepreneurial Finance: Small Business Financial Management Basics

Ever wanted all the key things you need to know about building a financially successful business in one place? You get a financial overview of the entrepreneurial journey from startup, to operations, to exit planning

You get full access to this program with FAST. Without FAST, the retail price of this course is $249.

About Me:

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.

Ask Rob

Get One-On-One CFO Insights

As a FAST member, you can schedule a free 15-minute call with me to discuss a financial pain point in your business, how to make a financial or strategic decision you’re facing, or a question you have about the financial management of your business.

The Tools You Need to Improve Your Business

FAST saves you hundreds of dollars and hours of your precious time by giving you access to the tools you need to improve your business

  • Courses

    Over 100 lessons with 14 hours of video and downloadable tools on strategic planning, creating more value with your business, and improving your cash flow and profits.

  • Downloadable Tools

    Over 30 downloadable tools like strategic planning worksheets, a cash flow projection template, and a key performance indicator templates. Can't find the tool you want? Use the Request a Tool feature to ask me to create the tool you need.

  • Videos and Webinars

    Watch over a dozen short videos or webinars on business growth, cash flow planning, and pricing strategies.

Watch Intro Video

Want to see more of FAST?

Watch this short welcome video that explains what's in the program and how it works

You Can't Delegate...

  • 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?



Special Bonus

My 90-page ebook on Conquering Cash Flow

I expanded my cash flow guide into a 90-page complete guide to cash flow management for small businesses. This will be released as a Kindle book later this year but you get instant access to the PDF of this book when you join FAST.

Over 3,000 people have enrolled in CFO Perspective courses and programs!

Some Kind Words from My Clients

Be one of the over 1,000 people who have enrolled with CFO Perspective programs. Can I help you achieve the same results as these other clients?

Arnold De La Fuente, VP Customer Success, MavenNext

It was like magic! We quickly and easily saw areas of growth that allowed us to make solid business decisions.

Ann Long, Liberty Lake Coworking

I have all of this stuff in my head, but having it all down on paper is awesome. I have way too many things in my head. It’s also getting the creativity flowing again! Rob has truly made an overwhelming topic very manageable to learn. I appreciate the small doses of information and the recaps throughout the courses. He is a true PRO!

Dr Nils W Ohlsen, Outlook Vision

It took me quite a few years to realize that being good at math does not necessarily mean I can effectively analyze the many important financial numbers of my practice. It is much better, and a much better use of my time to utilize the talents of someone that deciphers financial numbers professionally. CFO Perspective filled that gap for us. I feel fortunate that our small optometry clinic was able to benefit from an analysis from a Chief Financial Officer with decades of experience, wisdom that would typically be inaccessible to small businesses. Rob Stephens has a calm, reassuring manner and heart of a teacher. He has been a pleasure to know and is very effective at the service he provides.

CJ Curtis, Owner and Operator of The Garden Coffee and Local Eats

"There are so many unknowns when opening a new small business; it can be down-right scary. That's why it would be hard for me to put a value on having Rob Stephens on my team. Rob's guidance and counsel has taken a lot of the fear out of opening my own shop. His guidance and confidence in me has been invaluable. He's helped me to sort through the unknowns and taught me to take things one step at a time, starting with the most important tasks first - and he even helped me to figure out what those 'most important' tasks were! Rob is patient, thorough, and intuitive. I highly recommend his services to anyone looking for support.”

Get the All the Best of CFO Perspective Courses

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!

FAST gives you access to thousands of dollars of value from all these programs and tools for $290/year.

Lock in Your Rate for Life

No Increases: The rate you start at is the rate you pay for the life of your membership. Lock in this low rate for the life of your membership!

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. There's way more than $290 of value in FAST. You’ll find $2,900 or even $29,000 of value. Get a full refund in your first 30 days if it's not everything you wanted.

Just a small increase in sales or cash flow will more than cover the price of this membership.

And what about the:

- clarity

- focus

- confidence

- 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.

Join Now to Lock in Your Rate

The price you join at is the price you get for the life of your membership!

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.