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Purpose Plan Performance - CFO Perspective

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Some Kind Words From Clients

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!

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

“Rob is patient, thorough, and intuitive.  I highly recommend his services to anyone looking for support.”

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FAST (Finance and Strategy Toolkit) is a membership program that gives you access to a massive collection of resources to increase your success. The right tools save you time, reduce your stress, and improves your effectiveness.


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Welcome to CFO Perspective!

Thank you so much for visiting the CFO Perspective website. Maybe you’re a small business owner with questions about your strategy and finances. Maybe a small business owner picked you for financial or strategic guidance. Financial management mistakes are expensive and stressful:

  • More than half of U.S. businesses have lost $10,000 or more by foregoing a project or sales specifically due to issues created by insufficient cash flow. (Quickbooks study)
  • 82% of small businesses fail because of poor cash flow management skills or poor understanding of cash flow (U.S. Bank)

A small company can’t afford a CFO. Where do you go for help?

Let me give you the tools and insights you need for business success.

I’m Rob Stephens, Founder of CFO perspective. I was the Chief Financial Officer for multiple companies and Director of Operations at a $3 billion company. Those years of experience led to me starting this company to provide CFO-level insights to small businesses.

As the son and grandson of small business owners, I knew the troubles and struggles of small businesses and decided to help.

The free tools and articles on this site give you a start toward identifying, measuring, and increasing value.

A good starting point is my Topics Page to find ways to accelerate your ability to achieve your goals.

The free tools are just a sample of what I provide members of my Finance And Strategy Toolkit – FAST . FAST is the complete set of tools, education, and services small businesses need for financial success.

Over 3,000 people have joined my courses and programs. I would love to have you as my next member.

The resources I provide are my dream job of serving small businesses. I’m on a mission to help small business owners get more of what they value. Thank you again for visiting this site and I hope you find great value here. It’s my honor to help you reach your goals.

God bless and I wish you well.

What is Business Success?

Purpose Plan Performance CFO Perspective

Business success comes from creating value for owners, customers, and employees. You get what you value when you provide value to others. Getting value comes from giving value. Your business creates what you value when you provide great value to your customers and employees.

How can a CFO’s perspective provide value to you?

“A CFO should be first and foremost a strategic business executive. Creating value for shareholders is what any business executive’s primary economic objective should be. That means CFOs should help create the strategic plan that’s going to achieve the corporate goals of growth and return on capital—and then help make it happen.” – Gary Wilson, former CFO of Disney in Harvard Business Review

Let me guide you to the free resources that best fit what your company needs for success.

Show Me the Way!