FAST - Finance and Strategy Toolkit

FAST provides the financial and strategic tools needed by small businesses to achieve purpose and profit. Accelerate your success with FAST.

Short Video Overview of FAST

Have you ever had these struggles?

Man with head against wall

  • My company isn’t producing the cash flow/profits that I want.
  • I feel like I’m reacting rather than achieving the goals of a clear strategy and plan.
  • I don’t know where all the cash is going.
  • I don’t understand how the numbers from my bookkeeper and CPA can help me make better business decisions
  • I don’t know what I don’t know. I know I have financial blind spots. And I know they could be fatal to my business.

You're Not Alone

If you have those concerns or any other financial and strategic frustrations, you’re not alone. There are many great business owners who know how to serve their customers but don’t have the financial and strategic tools to build a great business.

We’re so busy working in our businesses that we don’t make the investment into our business planning that leads to clarity, focus, and fulfillment

I’ve created something completely new to help small business owners like you. I want every business owner to have access to CFO-level financial and strategic insights.

Would you like...

  • Less stress?
  • To confidently and effectively manage your business finances?
  • Clarity on where to take your business and the best way to get there?
  • To focus your company on what you value most?
  • Insights on how to increase profits, purpose, cash flow, and growth?

FAST is a Membership Program That Gives You Access to:

A Tool Chest of Business Management Tools

Get tools and programs to increase cash flow, improve your company strategy, and create more value for you. You get access to 100 lessons, 30 downloadable tools, and over a dozen videos and webinars.

Ask a CFO Your Business Strategy and Financial Questions

You can schedule a free 15-minute call with me to discuss a financial pain point in your business, how to make a financial or strategic decision you’re facing, or a question you have about the financial management of your business.

Accountability to Reach Your Goals

The most powerful aspect of executive coaching is accountability. You tell me your goal and deadline. I’ll send you a custom video the day after your deadline to check on your success in meeting your goal.

Trusted Insights

My approach is tailored to the needs of small business owners like you who need insights into how to better run their business without losing sight of the things that truly matter in life.

And it works. My methods are focused and effective. You will gain insights and powerful tried and tested tools to help you find your business purpose, design your strategy and make financial decisions with confidence. And my insights are getting some attention.

CFO Perspective has been featured in…
Major Newssites that mentioned CFO Perspective

Get Access to the Most Powerful Programs of CFO Perspective

I’ve created versions of my most powerful programs for FAST members that are self-paced that you can do on your own.

ACE for FAST: Strategic Planning for Small Businesses

Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them. ACE stands for Achieve, Clarify, Execute. You get access to this in FAST. Without FAST, this program retails for $249.

Creating Value for FAST: Business Success from Shared Value

You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you’ll identify exactly what each of these three groups value and how to increase that value – and your success. You get access to this in FAST. Without FAST, this program retails for $249.

Improve Your Cash Flow

Reduce your stress and capture more opportunities by improving your business’s cash flow. Better cash flow means more growth and more profit. You get access to the full program in FAST. Without FAST, this program retails for $149.

Entrepreneurial Finance: Small Business Financial Management Basics

Ever wanted all the key things you need to know about building a financially successful business in one place? You get a financial overview of the entrepreneurial journey from startup, to operations, to exit planning. You get full access to this program with FAST. Without FAST, the retail price of this course is $249.

Some of the Most Popular Tools (Click on the Tool Name to See More)

Create a Cash Flow Projection with 12 Month Template

This course is filled with videos that walk you step-by-step through how to project your cash flow. I also give you a template that I explain in the videos. Want more help with your template? Just have me work alongside you as a PowerTool.

Business Loan Basics

Learn how to get the right loan at the best price you can with this course. Let me give you the basics to be more prepared and confident to get the loans you need.

7 Ways to Get the Best Loan Pricing

You have more bargaining options than you think when negotiating on a loan. Negotiate from a position of strength. This handy guide has 7 tips that could save you thousands in loan interest costs.

Klontz Money Script Inventory (KMSI)

The Klontz Money Script Inventory (KMSI) helps you identify money beliefs that may be sabotaging your personal and business finances. This science-backed assessment can help reduce beliefs that hold you back financially.

Mission Formation Worksheet

Defining your mission will create the boundaries and criteria for choosing your company’s priorities. Your mission says what you do and what you don’t do. This worksheet helps you define the mission of your business. Your mission is a short summary of what your company does to achieve your vision.

Pricing Strategy Worksheet

This helps you set your pricing strategy. You list the pricing strategy of each product over time and how each product fits with other products to guides customers from low-value to high-value products. You’ll outline how all your products work together to build value for your customers that leads to more sales and higher profits to you. Use this template to show each employee everything you provide to them. The template totals all the pay and benefits an employee receives.

Total Compensation Template

When employees can see everything you provide to them, they are amazed at the total value of it. Employees who know the total compensation they receive are less likely to forget the benefits they receive from you when considering offers from your competitors.

Vision Formation Worksheet

A popular saying is “When your vision is clear, the decisions are easy.” Your vision sets the long-term direction for your company. It often inspires and motivates. This worksheet helps you define the vision for your business. Your vision is what you want your company to look like in 5-10 years.

Owner Tasks – Value Assessment

You have a limited amount of time and energy. When you want to do something new, you must stop doing one of your current tasks. This assessment helps you decide which tasks to stop. This worksheet helps you assess whether you should do one of three options for each of your tasks: keep it, delegate it, or stop doing it.

Couples with Companies

In business, it’s always about relationships. This is especially true when your life partner is also your business partner. Your relationship impacts how you manage your business. Business matters can bleed into personal relationships. How can you forge a common vision for your shared life and company? How can you better understand your personal needs and goals for the business? How does a clear strategy make business decisions easier? In this video, I’ll explore these questions with practical steps to help your business and relationship thrive.

Pricing Strategies for More Profit and Customer Engagement

You’re fulfilling your customers’ dreams. Your customers are delighted with their experience with you. Now, as a business, can you charge for this? Customers are willing to give you their valuable dollars when you give them value. How do your customers know whether your prices are a good deal for the value they are receiving? You’ll learn:

  • The two critical questions to answer for each of your major products/services
  • How your products guide customers through a sales funnel to higher profit products
  • The four pricing strategies in the pricing strategy matrix
  • The three biggest pricing mistakes
  • The toughest sale you’ll have to make

Let Me Be Your Guide

Rob Stephens

I’ll be your guide and host in FAST! I’m Rob Stephens, Founder of CFO Perspective, which offers financial coaching and education to small business owners.

I was the Chief Financial Officer for multiple companies and Director of Operations at a $3 billion company. I felt the need to switch my focus to values rather than profit. As the son and grandson of small business owners, I knew the troubles and struggles of small businesses and decided to offer help.

And now I’m on a mission to help small business owners get more of what they value. I want you to build the business of your dreams with the plan, knowledge, and tools to achieve what you value most.

Ask Rob: Get One-On-One CFO Insights

As a FAST member, you can schedule a free 15-minute call with me to discuss a financial pain point in your business, how to make a financial or strategic decision you’re facing, or a question you have about the financial management of your business.

FAST saves you hundreds of dollars and hours of your precious time by giving you access to the tools you need to improve your business


Over 100 lessons with 14 hours of video and downloadable tools on strategic planning, creating more value with your business, and improving your cash flow and profits.

Downloadable Tools

Over 30 downloadable tools like strategic planning worksheets, a cash flow projection template, and a key performance indicator templates. Can’t find the tool you want? Use the Request a Tool feature to ask me to create the tool you need.

Videos and Webinars

Watch over a dozen short videos or webinars on business growth, cash flow planning, and pricing strategies.

Need personalized guidance?

You also get access to what I call Power Tools. These are services that are only available to FAST members at a deeply discounted rate. Have me customize a tool in the toolkit for your business or provide personalized consulting. I can help you with cash flow projections or financial projections for a business plan. FAST members get these services at a deeply discounted rate of $100/hour.

Frequently Asked Questions (FAQs)

Can I get a list of everything that’s in FAST?

You can download the complete list of everything in FAST by clicking here.

Is coaching and consulting with Rob only available via FAST?

Yes. My focus is on serving my members. I provide deeply discounted coaching and consulting to FAST members as Power Tools within FAST. Many of the tools and courses I use with coaching clients are FAST tools.

Want to see more of FAST? Watch this short welcome video that explains what's in the program and how it works.

You Can't Delegate...

  • Your business strategy
  • Your business purpose
  • Major financial decisions for your business

Can I give insights from decades of experience and tools to help you make the best decisions for your company?

Special Bonus: My 90-page ebook on Conquering Cash Flow

I expanded my cash flow guide into a 90-page complete guide to cash flow management for small businesses. This will be released as a Kindle book later this year but you get instant access to the PDF of this book when you join FAST.

Over 3,000 people have enrolled in CFO Perspective courses and programs. I would love for you to be the next member!

Some Kind Words From My Clients

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.

“Rob is patient, thorough, and intuitive.  I highly recommend his services to anyone looking for support.”

Get the All the Best of CFO Perspective Courses

ACE for FAST: Strategic Planning – Retail Price of $249

Creating Value for FAST: Business Success from Shared Value – Retail Price of $249

Entrepreneurial Finance: Small Business Financial Basics – Retail Price $249

Improve Your Cash Flow – Retail Price of $149

And other courses with a total retail price of $380

That’s a total of $1,276!

FAST gives you access to thousands of dollars of value from all these programs and tools for only $29/month or $290/year (get two months FREE each year!)

Lock in Your Rate for Life

No Increases: The rate you start at is the rate you pay for the life of your membership. Lock in this low rate for the life of your membership!

Join with NO RISK!

There is no risk to you. I think you’ll be impressed with what you receive, but if you’re not, you can quit within the first month. There’s way more than $290 of value in FAST. You’ll find $2,900 or even $29,000 of value. Get a full refund in your first 30 days if it’s not everything you wanted.

Just a small increase in sales or cash flow will more than cover the price of this membership.

And what about the:




stress reduction

FAST can give you?

Most importantly, you’ll be building the business of your dreams by focusing your business on what you value most.

Join Now to Lock In Your Rate and Accelerate Your Success

Join Now for $290/Year - 2 Months FREE each year!

P.S. – I want you to achieve your goals. I want you to accelerate your success. Join the inner circle of membership where you get access to the tools and insights to better run your business.

I wish you success. And I wish you well.