Profit From Better Decisions
Strategic financial guidance and resources for small business owners - and the people who support them – to lead their company to profit, growth and purpose.
Accelerate your success with FAST
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 to lead their company to
profit, growth, and purpose.
The right tools save you time, reduce your stress, and improve your effectiveness.
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Want Some Free Tools to Add to Your Management Toolbox?
Let me help you or your clients improve cash flow, make better decisions, improve performance, and reach goals.
I truly got more than I paid for… I highly recommend CFO Perspective for small business leaders and entrepreneurs.
I’ve learned so much in FAST. The cash flow course and template provided tools we needed to evaluate our growth and plan for the future. Rob also took the time to review it with me and provide valuable insight.
ARNOLD DE LA FUENTE
It was like magic! We quickly and easily saw areas of growth that allowed us to make solid business decisions.
Join Over 6,000 People Who Have Enrolled in CFO Perspective Courses and Programs
How Can I Help You?
"Rob was clear, concise, funny, and used real world applications."
– Course review by Julia Kramer, Financial Behavior and Leadership Consultant at Signature Financial Planning
It’s time to look forward to a better business
Good business decisions look ahead to create a better future. It’s time to look forward to:
- Increased cash flow and profits
- Improved focus and clarity
- Freedom to do what you want with your company
- Confidence from a clear path forward
- Long-term sustainable growth
- A business with profit and purpose
Ready to take your business to the next level?
You’re a business advisor, owner, or employee that’s ready to elevate your company or your client’s company. You’re not a novice. You are an expert in your business. Yet, you still want more strategic financial tools and training for the business to reach its potential.
You don’t need constant handholding; you just want the right tools and guidance when facing big decisions and making tough choices.
The right financial strategy, combined with your expertise, drive you toward the destination you desire.
Get the tools and tips from an experienced guide
Your destination is success, profit, and significance. But your path ahead will be filled with confusion, frustration, and struggle. It can be lonely and overwhelming.
I’ve been down that path. I’ve been the CFO of multiple companies and the Director of Operations of a $3 billion company. I’ve set strategy, analyzed decisions, and implemented plans. I’ve had some successes and I’ve got some scars.
I started CFO Perspective to help small businesses make better financial decisions. I want you to have the tools and knowledge to lead your company or your client’s company to profit, growth, and purpose. The insights and techniques that larger companies have are within your grasp.
Where to start
CFO Perspective provides you the tools and training to reach your destination. A good starting point is my Insights 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 Advisors Page.
Finance And Strategy Toolkit – FAST is the complete set of tools, education, and services small business advisors and staff use to improve their company’s finances.
“An investment in decision-making improvement may have a higher return than almost anything else a company can do.”
– Harvard Business Essentials: Decision Making
Let me take you directly to the videos, articles, free tools, and programs that best help you or your clients.
Click on any box below for a list of resources to help you.
Build and monitor Key Performance Indicators (KPIs) or Objectives and Key Results (OKRs) to focus the company on the top priorities for success.
Strategic Planning and Business Planning
Develop a plan to take the business to the next level.
Improve the company’s cash flow.
Grow the business for increased profit and cash flow.
Analyze a major business decision to capture opportunities or avoid major losses.
Continuing Professional Education – CPE
I’m a CPA looking for good CPE courses to help me better serve small businesses
My Guides to Achieving Goals and Better Cash Flow
Let me guide you to the free resources that best help you.
This Site cannot and does not contain legal, tax, personal financial planning, or investment advice. The legal, tax, personal financial planning, or investment information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based on such information, we encourage you to consult with the appropriate professionals. We do not provide any legal, tax, personal financial planning, or investment advice. CFO Perspective, LLC assumes no responsibility for errors or omissions in the contents on the site. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THIS SITE IS SOLELY AT YOUR OWN RISK. © CFO Perspective, LLC 2020. All rights reserved.