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Strategic planning and financial insights to achieve purpose and profit

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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.

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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 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.

I’ve served as the Chief Financial Officer (CFO) or Director of Operations for multiple companies, both for-profit and not-for-profit. 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. True success comes from purpose and profit.

Everything I do is to help you achieve your business’s purpose while also providing practical tools to drive profits. It’s the intersection of head and heart. Without money, your business cannot achieve its mission.

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 businesses that balance purpose and profit. 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!