Profit From Better Decisions

Strategic financial guidance and resources for experienced 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. The right tools save you time, reduce your stress, and improve your effectiveness.

Sites CFO Perspective Has Been Featured In

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.

testimonials

Some Kind Words From Clients

Andrew Ridley, Altrans

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

ARNOLD DE LA FUENTE, MAVENNEXT

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

How Can I Help You?

Monthly Financial Private Coaching

Tap into my expertise to build your company’s financial strength and stability. Meet with me one-on-one every month.


FAST Membership


FAST (Finance and Strategy Toolkit) is a membership program that gives you access to me and 100+ resources to improve your business.


Conquering Cash Flow Book

Learn how to manage your cash better so you can improve your cash flow, increase your profits, grow your business, and reduce your stress.


“An investment in decision-making improvement may have a higher return than almost anything else a company can do.”

–  Harvard Business Essentials: Decision Making

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 take your company to the next level. You’re not a novice. You’ve built the foundation of your business and learned a few things along the way:

  • You’ve learned that lack of planning leads to lack of profits.
  • Maybe you’ve been burned by some financial or strategy mistakes.
  • You’re ready to pivot your business from survival to strategy, significance, and success.
  • You know enough about business finances to be dangerous.
  • You have a sense your business has more potential, but the path there isn’t clear.
  • You know you don’t know everything, and what you don’t know may cost you.

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 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 Education 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.

Free Resources

Let me take you directly to the articles, free tools, and services that best help you or your clients.

  1. 1
    KPI Dashboard: Build and monitor Key Performance Indicators (KPIs) to focus the company on the top priorities for success
  2. 2
    Create More Value: Create more value for the company’s owners, customers, and employees.
  3. 3
    Strategic plan: Develop a strategic plan to clarify what the company needs to do over the next 1-3 years
  4. 4
  5. 5
  6. 6
    Decision analysis: Analyze a major business decision.
  7. 7
    Continuing Professional Education – CPE: I’m a CPA looking for good CPE courses to help me better serve small businesses

Conquering Cash Flow

Check out my book – Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.

Learn how to manage your cash better so you can improve your cash flow, increase your profits, grow your business, and reduce your stress.

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

Couple working on one their business with a computer.

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.


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