Quarterly Coaching

Keeping your business focused on purpose and profit can be tricky. Sometimes you struggle to get the profits you’re capable of. Other times, you’re distracted by day-to-day tasks and crises that pull you away from your business’s strategic direction and purpose.

Set aside just one hour per quarter with me to work on your business. Get CFO-level insights for any blind spots you may have. We’ll work together to identify any course corrections your business needs to achieve its purpose.

Your Calls

Quarterly coaching includes one-hour calls four times per year. The standard agenda for our calls is:

• Review financial statement trends

• Review prior quarter goals

• Set next quarter goals

• Topic of your choice: choices include financing decisions, pricing decisions, budgeting, setting performance targets, etc.

Some Kind Words from Clients

“Rob is a very knowledgeable CFO consultant and is very versed in financial statements.” – Matthew Alder, Navaera

“It is much better, and a much better use of my time to utilize the talents of someone that deciphers financial numbers professionally. CFO Perspective filled that gap for us. I feel fortunate that our small optometry clinic was able to benefit from an analysis from a Chief Financial Officer with decades of experience, wisdom that would typically be inaccessible to small businesses. Rob Stephens has a calm, reassuring manner and heart of a teacher. He has been a pleasure to know and is very effective at the service he provides.” – Dr Nils Ohlsen, Outlook Vision

You get all this for $597/year. It’s a small investment for success and achieving your purpose. There’s no risk, I’ll give you a complete refund if you aren’t completely satisfied.

Schedule a FREE introduction call. We’ll talk about what you hope to accomplish with quarterly calls and how we can work together to reach your goals. If quarterly coaching isn’t the best solution for you, I’ll point you to resources (both from me and others) that better fit your needs. There is no commitment and no payment for your first call.


Schedule Your FREE Introduction Call