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Strategic planning and financial insights to achieve purpose and profit

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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.”

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 to increase your success. The right tools save you time, reduce your stress, and improve your effectiveness.

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Strategic planning and financial insights to achieve purpose and profit

The ultimate goal of a small business isn’t profit. Profit is always a means, not the end.

Small businesses want more. Your ultimate goal may be freedom, family, or faith. It may be a cause or your community.

Lifestyle businesses provide freedom and flexibility. Nonprofits strengthen causes and communities. Social entrepreneurs and conscious capitalists use business to better our world. There are many ways to define significance and success.

Most business strategy and financial advice focuses solely on profits. Your larger purpose requires broader strategies and financial insights. You want to measure performance beyond profits to your larger purpose. What matters most is more than money.

You need someone with a unique blend of skills to understand your needs to help you achieve your purpose. It’s a mix of heart and head. It’s purpose made practical.

Welcome to CFO Perspective!

I’m Rob Stephens, Founder of CFO perspective.

As the son and grandson of small business owners, I know the troubles and struggles of small businesses. I understand that small businesses mean much more than money to their owners.

I’ve been the CFO of small businesses and nonprofits as well as the program manager for financial advisors. I’m a CPA who also has a master’s degree in financial planning and a graduate certificate in financial therapy.

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

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

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 businesses need for their definition of success.

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

I’m on a mission to help small businesses get more of what they value. Thank you for visiting this site. I hope you find great value here. It’s my honor to help you reach your goals.

God bless and I wish you well.

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

Show Me the Way!