Have you ever had these struggles?
“Absolutely fantastic course! Makes me want to delve into this more. Thank you!!!” – review of Improve Your Cash Flow Course
I truly got more than I paid for… I highly recommend CFO Perspective for small business leaders and entrepreneurs.
Andrew Ridley
Altrans
I’ve learned so much in FAST. The cash flow course and template provided tools we needed to evaluate our growth and plan for the future. Rob also took the time to review it with me and provide valuable insight.
Bridget Mentel
Energy Partners
"Excellent breakdown of the purpose of dashboards, pros and cons of targets and compensation impacts and the steps to create KPIs." – Jeff Spillane, review of KPI course
“A truly comprehensive and detailed course about getting a business loan. Whether you are an experienced business owner or a first time buyer, I'm sure you'll find this valuable. I sure did! (And I have about 20 pages of notes to prove it!)” – Jack, review of Business Loan Basic course
“An investment in decision-making improvement may have a higher return than almost anything else a company can do.”
– Harvard Business Essentials: Decision Making
Want a Sneak Peek? Here's a Sample Video From My KPI Course
SUPPORT
You're Not Alone in FAST
Most course sites have no one to talk to when you have questions. You get expert answers with FAST.
Business financial management can be confusing. Sometimes all you need are quick tips or someone you trust to point you in the right direction.
As a FAST member, you can schedule a quick 15-minute call with me to discuss questions you have about tools or programs in FAST. You can also email your questions to me.
You also get a one-hour Zoom or phone chat with me once per year. Let me help you make sure you have the financial basics in place or point you in the right direction for making the right financial decisions. Advisors, I can walk you through how to help your clients make better financial decisions and strategies.
You’ll understand and apply FAST resources to your business to get the most value for your membership.
Get Access to the All the Programs of CFO Perspective in One Membership for Increased Clarity, Focus, and Cash Flow
GUIDANCE
ACE: 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 $147.
Creating Value: 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 $97.
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 $97.
“Rob covered all bases on how a company can improve and destroy its cash flow position by either effective or ineffective management.” - Jeffrey Kirsch, Review of Improve Your Cash Flow course
TOOLS
Some of the Most Popular Tools (Click on the Tool Name to See More)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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:
“I really liked this course. It provides a great way to step back and think about your KPIs and how to drive interest and adoption among staff. Highly recommend.” Geoff Hill, CFO at Donors Choose, review of KPI course.
How Much Would Your Profits Go Up with Better Financial Decisions?
$1,000?
$10,000?
$100,000?
FAST Costs a Fraction of That
Frequently Asked Questions (FAQs)
Support, Guidance, and Tools! FAST empowers effective financial decisions through:
Support: You're not alone like in other courses. You have access to me - I'm available via email, phone or Zoom to personally answer your questions.
Guidance: I can offer FAST at such a low price because I provide the tips and ideas of expensive consultants via convenient on-demand videos.
Tools: Tools make implementing course ideas quick and easy. You have a head start on going from idea to action to results.
FAST is for two groups of people:
- Business owners and staff who want to better achieve their business goals through proven financial decision-making processes. You're tired of ineffective results from guesses and poor planning. You're ready to take the next step to learn how to run a business that provides profits and purpose.
- Business advisors looking for tools and techniques to better serve their clients. Advisors with expertise in leadership, strategy, marketing, tax, or accounting turn to FAST to learn strategic financial management. You know the basics but clients are asking you questions that you're not certain you can answer. FAST provides on-demand access to videos and tools that can give you those answers. You can also email or talk with me for a consultation to make sure you're on the right track to helping your client toward success.
Absolutely! Many FAST members are business advisors. Business advisors (e.g. coaches, consultants, CPAs, accountants) join FAST to improve their skills and better help their clients. They also refer their clients to FAST.
The calls in FAST are focused on education and guidance on how to use the resources in FAST. If you're looking for personal coaching, you can join my Monthly Financial Coaching program.
I only provide consulting beyond this to a very limited number of clients that are referred to me by business advisors. I don’t want to compete with advisors. I want to provide resources to advisors, their clients, and small business owners to improve the finances of all small businesses. If you are an advisor who wants to refer a client to me, please see my For Advisors page.
No. You can cancel your monthly membership at any time. Canceling is as easy as clicking a button. No hassles and no worries.
No problem. You deserve to be completely satisfied with what you receive in FAST. You have these easy options.
- For all members, canceling is as easy as clicking a button. No hassles and no worries.
- You can cancel FAST anytime in the first 30 days for a full refund. This means you can get the savings of the one-year membership but still have 30 days to make sure FAST is right for you. By the way - I've never been asked to give a refund.
- Start with a monthly membership. This gives you the flexibility to cancel after one month, three months, or more. If you like others who started with monthly membership, you may find so much value that you decide to switch to the annual membership to lock in the savings.
Email me at info@cfoperspective.com. You can also set up short Zoom call or phone call to discuss your questions.
"This is the best Behavioral Finance Course I've taken. The instructor was clear, concise, funny and used real world applications. I look forward to taking more of his courses." – Julia Kramer, review of Behavioral Finance course
Kind Words From People Who Took Courses in the FAST Program
"I truly got more than I paid for…I highly recommend CFO Perspective for small business leaders and entrepreneurs."
– Andrew Ridley of Altrans
"Love this format and info! It’s getting the creativity flowing again!"
– Ann Long, Burbity Coworking
“Rob Stephens does a fantastic job of explaining key concepts and obviously is very experienced in this field of analysis… He covered all bases on how a company can improve its cash flow.” -Jeffrey Kirsch
Get All the Best of CFO Perspective
That’s a total of over $3,000 in value!
FAST is a fraction of the cost of my private Monthly Coaching program,
which costs almost $6,000/year.
"I was very impressed with this course. It gave a great overview of what cash management is, what metrics are useful, and what strategies are best for different situations. Highly recommend!" - review of Improve Your Cash Flow Course
Just a small increase in sales or cash flow will more than cover the price of this membership.
And what about the:
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
P.S. – I want you to achieve your goals. I want you to accelerate your success. Join this inner circle where you get the access, courses, and tools to better run your business.
I wish you success. And I wish you well. -Rob