Let me help you or your clients improve cash flow, make better decisions, improve performance, and reach goals.
Want Some Free Tools to Add to Your Management Toolbox?
Sites CFO Perspective Has Been Featured In
How Can I Help You?
Let me take you directly to the articles, free tools, and services that best help you or your clients.
KPI Dashboard: Build and monitor Key Performance Indicators (KPIs) to focus the company on the top priorities for success
- Continuing Professional Education – CPE: I’m a CPA looking for good CPE courses to help me better serve small businesses
Some Kind Words From Clients
I truly got more than I paid for… I highly recommend CFO Perspective for small business leaders and entrepreneurs.
—Andrew Ridley, Altrans
Rob has truly made an overwhelming topic very manageable to learn. He is a true PRO!
—Ann Long, Liberty Lake Coworking
It was like magic! We quickly and easily saw areas of growth that allowed us to make solid business decisions.
—Arnold De La Fuente, VP Customer Success, MavenNext
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.
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.
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.