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Finance and strategy resources for small businesses

Sites CFO Perspective Has Been Featured In

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Some Kind Words From Clients

I truly got more than I paid for… I highly recommend CFO Perspective for small business leaders and entrepreneurs.

Rob has truly made an overwhelming topic very manageable to learn. 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.

Want access to over 100 downloads, courses, videos?

FAST (Finance and Strategy Toolkit) is a membership program that gives you access to a massive collection of resources for small business advisors and staff. The right tools save you time, reduce your stress, and improve your effectiveness.


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Welcome to CFO Perspective!

I’m Rob Stephens, Founder of CFO perspective.

I’ve served as the Chief Financial Officer (CFO) or Director of Operations for multiple companies. As the son and grandson of small business owners, I know the troubles and struggles of small businesses. I’ve helped businesses improve their finances as a CPA, financial executive, and small business consultant.

CFO Perspective provides tools and education focused on strategy and financial management of small businesses. These resources are used by:

  • Coaches and consultants
  • CPAs, accountants, bookkeepers, and tax preparers
  • Small business owners and staff

My clients and members include people who have:

  • A broad knowledge of business and tap into my specialized resources to better meet the needs of their clients and companies.
  • A business idea or small business and need the basics in business financial planning and management.

Small business staff and advisors use my education and tools to increase their personal depth of knowledge. Small business advisors include my resources as part of their services to clients or refer their clients to this site.

A good starting point is my Topics Page to find ways to improve your business or your client’s business. If you’re a small business advisor, be sure to check out my For Advisors Page.

The free tools are 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 business advisors and staff use to improve their company’s finances.

Over 3,000 people have joined my courses and programs. I would love to have you as my next member.Thank you for visiting this site. I hope you find great value here.

God bless and I wish you well.

Let me guide you to the free resources that best help you.

Show Me the Way!