ACE: Achieve. Clarify. Execute.

Do you have all the strategic tools you need to confidently achieve business success?

Did you ever notice that both strategic planning retreats and horror movies are stories about a group of people trapped in a cabin in the woods where they are slowly dying?

There’s a lot of overkill in most strategic planning. You don’t have the time or resources to waste on complex strategic planning. You need a process that fits your business.

Small business strategic planning doesn’t have to be complicated. It should quickly lead you from defining where you are going to deciding how to get there. That’s all there is to it. 

You know your business. You know your goal. Getting there takes a well-built financial strategy and implementation plan. You need financial management tools and the basics of how to use them.

Owning a small business can be a lonely job. You feel like you are a “jack of all trades and master of none.” You’re busy looking for more sales, delivering your service, or creating your product. 

Yet, you may be one of the 69% of business owners who have been kept up at night by concerns about cash flow. You’re overwhelmed with work but it never seems to create cash flow for you.

Managing finances was never your expertise but you know it’s critical to the success of your business. You’re tired of the missed opportunities and stress caused by trying to manage your financial strategy without expert advice.

You need the insights of a high-level financial expert to help you:

  • Improve cash flow
  • Gain clarity on your long-term business strategy and shorter-term plans
  • Focus your business on what you want from it as the owner
  • Cut through the clutter of numbers to identify and measure the key measures of success
  • Determine the most profitable opportunities for your business
  • Optimize business cash flows for your personal cash flow needs


What if you want targeted, customized, one-on-one advice for your business? My ACE program is a completely new way to get CFO insights for your business.

ACE is a set of three one-hour coaching sessions for you to:

  • Achieve – Determine what you want to achieve in the long term and the short term
  • Clarify – Get a clearer picture of your finances, opportunities, and threats
  • Execute – Put your plan into action with a cash flow projection and monitor your progress with a key performance indicators (KPI) dashboard. You’ll have a complete action plan from three- year priorities to practical quarterly initiatives and tasks.


Before each coaching call, I give you a set of activities to complete to build your plan. During and after these calls, I give you templates, analysis, and tools to implement your plan. These straightforward sessions will increase your company’s:

  • Focus – You’ll know the most important factors to your companies success with practical ways to monitor your progress.
  • Clarity – Clear vision and focus allow you to quickly identify strengths and weaknesses in your finances and operations.
  • Alignment – ACE will guide you from big-picture strategic thinking all the way to quarterly objectives that turn plans into reality. Each step follows the previous step and all the parts of your plan are tightly aligned.

How much would your profits increase from financial guidance that’s tailored for your company?

ACE is a set of three modules for you to:

  • Achieve – Determine what you want to achieve in the long term and the short term
  • Clarify – Get a clearer picture of your finances, opportunities, and threats
  • Execute – Put your plan into action with a cash flow projection and monitor your progress with a key performance indicators (KPI) dashboard. You’ll have a complete action plan from three- year priorities to practical quarterly initiatives and tasks.


These sessions can be done via phone call, Zoom video call, or you can request that I just send my observations and instructions to you in a personalized recorded video. You are in complete control to decide how you want to communicate with me. These straightforward sessions will increase your company’s:

  • Focus – You’ll know the most important factors to your companies success with practical ways to monitor your progress.
  • Clarity – Clear vision and focus allow you to quickly identify strengths and weaknesses in your finances and operations.
  • Alignment – ACE will guide you from big-picture strategic thinking all the way to quarterly objectives that turn plans into reality. Each step follows the previous step and all the parts of your plan are tightly aligned.

A program worth thousands of dollars

You will get the following benefits through ACE:

  • Strategic Plan – We’ll build a plan that focuses your company on what you want it to achieve. You’ll identify what might be holding your company back and distracted you from achieving this success. You’ll have a complete plan that begins with a clear purpose for your business all the way down to specific tasks to accomplish that purpose.
  • Financial statement analysis – You receive a CFO-level analysis of your company’s financial statements. More importantly, I explain in plain English what I see and what you should monitor.
  • Custom cash flow projection – I create a cash flow projection template for you that’s customized to your company’s financial statements.
  • Key performance indicator (KPI) dashboard – You’ll follow your future progress with a dashboard of the 5-15 metrics that we decide together are the most important to your success.
  • SWOT analysis – Know your company’s Strengths, Weaknesses, Opportunities, and Threats (SWOT). I’ll guide you through this time-tested analysis.
  • Clarity of purpose – The purpose of a company is to serve its owners. That’s not at the exclusion of others. You receive value when you give value to customers and employees. You’ll develop brief summaries of the purpose, vision, and mission of your company that supports your personal aspirations.
  • Action plan – A clear vision of where you want to go and where you’re at makes developing an action plan easy. You’ll outline three-year priorities for your company, goals for the next year, and quarterly initiatives to turn those goals into reality.
  • Weekly Insights and Updates-You'll receive my Weekly Insights emails that are filled with tips and ideas to improve your business. If nothing else, people love the quotes at the end of the newsletter.  I’ll keep you updated about any new courses or resources I have for your business. You can unsubscribe at any time. 


Client Testimonial

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' task were! Rob is patient, thorough, and intuitive. I highly recommend his services to anyone looking for support.”

The Clear Direction of COMPASS

Strategic planning is a process of knowing where you are, where you want to go, and the direction to take to get there. Do you have a clear roadmap to your path to success? This program’s components provide an easy-to-use COMPASS:

  • Cash flow projection: Find the cash needed for your plan
  • Objectives: Well-defined quarterly steps to achieve your plan
  • Metrics to monitor that you’re on the right path toward success
  • Purpose: A clear purpose for your company to provide focus
  • Alignment: Every part of the plan is aligned with how you define success.
  • SWOT analysis is a proven tool for assessing your company and environment.
  • Strategic plan: All of this program comprises a proven planning process that I’ve done with other companies and can do for you.

Course curriculum

  • 1

    Module 1: Achieve

    • Welcome and Overview

      FREE PREVIEW
    • How to use this course

    • Module 1 Workbook

    • Activity: My Hopes Worksheet

    • Activity: Personal Aspirations and Company Purpose Worksheet

    • Activity: Vision Formation Worksheet

    • Activity: Mission Formation Worksheet

    • Activity: Three Year Strategic Priorities Worksheet

    • Activity: Income Statement and Balance Sheet

    • Activity: A Few Questions Before Our First Call

    • Check-In #1!

  • 2

    Module 2: Clarify

    • SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis

    • Activity: SWOT Worksheet

    • One Year Goals

    • Activity: One Year Goals Worksheet

    • Key Performance Metric Dashboard

    • Activity: Key Performance Metric Dashboard Entry

    • Cash Flow Projection

    • Activity: Cash Flow Projection Workbook

    • Check-In #2!

  • 3

    Module 3: Execute

    • Quarterly Objectives and Tasks

    • Quarterly Objectives and Tasks Worksheets

    • Trello 101 Video

    • Check-In #3!

  • 4

    Wrap Up

    • Help Me Improve This Course

    • Testimonial

CFO strategic insights a fraction of the cost of hiring a CFO

My mission is to provide CFO-level insights at prices that fit the budgets of small businesses. The above planning would cost you $5,000 if I flew to your business to conduct a day-long strategic planning session and cash flow analysis.

You can receive the ACE program for $1,249. That’s less than a quarter of the cost of me coming on-site. You save thousands and work at the times and places that are convenient for you.

Are you ready to achieve your company's purpose and goals?

There is no risk to you. You can leave at any time with a full refund. I want you to be 100% satisfied with what you’re receiving from me. The price is less than a quarter of the cost of me coming on-site. You save thousands and work at the times and places that are convenient for you.
Get the ACE Program

Instructor(s)

Founder, CFO Perspective

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, where he provides financial consulting and education to small businesses. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. Rob teaches the entrepreneurial finance class to MBA students at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.