Get ALL the Courses Plus More in One Package

Get knowledge and skills that can lead to improved business performance.

FAST (Finance and Strategy Toolkit) is the membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to improved performance.

The right tools can save you time, reduce your stress, and improve your effectiveness.

Do any of these struggles sound familiar?

  • Poor profits and cash flow
  • Bad decisions that waste time and money
  • Poor planning producing poor performance
  • Reacting to the market instead of executing a strategic plan
  • Decisions made with "gut instinct" instead of solid analysis
  • Everything is a priority, so nothing is a priority

Are you ready to move your company forward? Would you like...

  • Less stress?
  • Clarity in business planning?
  • Better decisions based on solid analysis?
  • Forward-looking strategic insights?
  • To be a trusted advisor for financial management?

Kind Words for FAST Courses

"Loved the course! I've been doing FP&A for 25 years. This is an excellent overview and thought- provoking. Well done!"

"This was the best CPE class I've taken in a decade... The knowledge received from this class is something I truly believe will provide me with a competitive advantage."

"I was able to apply the topics to my business... Our next management meeting is going to be meaningful and productive."

FAST's Tools, Guidance, and Support can save you time, reduce your stress, and improve your company's performance.


Downloadable tools like strategic planning worksheets, a cash flow projection template, key performance indicator templates, and more to jump-start profitable planning and action.


You have access to all the courses and video lessons. I'll walk you step-by-step through making better business decisions and improved financial management.


You get access to me to answer your questions or talk about ideas. Get short email answers, unlimited quick 15-minute Zoom calls, and a one-hour check-in.

I truly got more than I paid for… I highly recommend CFO Perspective for business leaders and entrepreneurs.

Andrew Ridley


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

For Business Staff and Advisors

FAST isn't just for company employees. Are you a coach, consultant, CPA, or accountant that works with businesses? FAST is popular with advisors like you. You get:

  • Courses and resources to better serve your clients.
  • Access to Rob for questions about how to serve your client with FAST concepts
  • Ideas to provide better financial guidance to your clients

Many advisors refer their clients to FAST to give their clients direct access to FAST’s library of knowledge and skills.

Knowledge and Skills Needed by Financial Leaders

Topics include:

Business Growth

Growth may power profits and cash flow but may also cause massive losses and lost time. A little analysis can help you anticipate your outcome and better prepare you for positive returns.

Featured Courses

  • Create a Cash Flow Projection with a 12-Month Template
  • Analyzing Whether to Add New Locations
  • Better Budgeting
  • Business Loan Basics

Featured Tools

  • Business Growth Checklist
  • New Location Analysis
  • 7 Ways to Get the Best Loan Pricing
  • Cash Flow Projection Template

Cash Flow

Cash is the lifeblood of business. Profits are great but cash pays the bills. Weak cash flow is stressful and distracting. Strong cash flow helps you weather challenges capture opportunities.

Featured Courses

  • Managing Cash Flow
  • Create a Cash Flow Projection with a 12-Month Template
  • Entrepreneurial Finance: Small Business Financial Management Basics

Featured Tools

  • Cash Flow Projection Template
  • Cash Metrics Guide
  • Cash Metric and Trend Analysis
  • Quick Tips for Improved Cash Flow

Decision Analysis

Good decisions come from good analysis and a good decision process. The study of behavioral finance has shown we all consistently fall for business decision-making errors. You'll learn how to avoid these errors and build analysis for better decisions. Better decisions lead to better performance.

Featured Courses

  • Behavioral Finance
  • Analyzing Whether to Add New Locations
  • Marginal Profitability Analysis
  • Pricing for Profitability

Featured Tools

  • Cost-Volume-Profit (CVP) Analysis Template
  • Pricing Strategy Worksheet
  • New Location Analysis
  • Two Variable Data Table

Performance Management

Great planning is worthless without execution. Get the process and tools to identify, measure, and manage the drivers of company performance.

Featured Courses

  • Key Performance Indicators (KPIs) and KPI Dashboards
  • Objectives and Key Results (OKRs)

Featured Tools

  • KPI Implementation Checklist and Guidelines
  • How to Present KPI Metrics Worksheet
  • OKR Template
  • KPI Dashboard Template

Strategic and Business Planning

Business success comes from creating value. Clarify and increase the value your company creates for customers, employees, and owners. A clear business purpose leads to a clear vision and plan.

Featured Courses

  • Creating Value
  • Better Budgeting
  • Key Performance Indicators (KPIs) and KPI Dashboards
  • Pricing for Profitability

Featured Tools

  • One Page Strategic Plan Template
  • Vision and Mission Formation Worksheets
  • Three D's Worksheet
  • Pricing Strategy Worksheet

More Kind Words for FAST Courses

"I thoroughly enjoyed this course and would recommend it to any business professional!"

"Outstanding course and a terrific instructor. He went through all of what you need to focus on."

"Rob was clear, concise, funny, and used real world applications."

“An investment in decision-making improvement may have a higher return than almost anything else a company can do.”

– Harvard Business Essentials: Decision Making

Trusted Insights

CFO Perspective has been featured in…


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 frustrating. Sometimes all you need are quick tips or someone you trust to point you in the right direction. You may have the analysis but want to talk about the best way to communicate it.

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 point you in the right direction for making the good financial decisions. We can work together to craft the message that can move your company forward. Advisors, I can walk you through ideas for how to use FAST concepts to better help your clients.

You’ll understand and apply FAST resources to your business to get the most value for your membership.

Get Easy Access to the All the Programs of CFO Perspective in One Membership. Access and Insights for One Low Price.

GUIDANCE - Get ALL The CFO Perspective Courses

You get instant access to more than 35 hours of video courses

New courses are added throughout the year.

Here's a list of some of the courses you get with your FAST membership.

Key Performance Indicators (KPIs) and KPI Dashboards

KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success and measure your progress toward achieving that success.

KPIs are a critical but often overlooked part of growing a business. With well-defined and well-managed KPIs, you can align your company’s vision from the ground up and better achieve your goals.

"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation" - Course Review

Behavioral Finance

It’s time to stop yourself from making quick, emotional decisions by allowing yourself to think clearly to reach a better decision. Overcome your destructive financial impulses by understanding common thinking mistakes.

With my Behavioral Finance course, you can avoid costly financial decision-making mistakes. The course will help you to learn science-backed ideas to make better financial decisions.

"Wow...a masterful overview of behavioral economics condensed down to 5 hours" - Course Review

"This is the best Behavioral Finance Course I've taken. The instructor was clear, concise, funny and used real world applications." - Course Review

Better Budgeting

Are you tired of the drama and dysfunction in the business budgeting process? Budgeting consumes a massive amount of time and resources.

Are there ways to improve the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Every company should consider these options to discover which could improve their budgeting process.

"Amazing course that will assist anyone who goes through the budgeting process each year. Great step-by-step ideas for each aspect of an annual budget." - Course Review

Business Loan Basics

Business loans are a vital source of funding for cash flow management. The course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. I then explain how leverage (the use of borrowed funds) magnifies returns but increases risk.

We then explore key loan components like different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan.

You’ll discover tips that might reduce the interest rate on your loan. I give an overview of the application process and the documents lenders frequently request.

Key documents that are signed at loan closing are described, and the importance of each is explained. I’ll point out important clauses included in these documents.

"Great course and well-organized. I am impressed by the detail as well as the accessibility of the content. Thanks!" - Course Review

Managing Cash Flow

One of the greatest sources of stress for small business owners is managing cash flow. Better cash flow means more growth and more profit. This course shows you how to assess current and future cash flows.

You'll learn techniques that can increase cash flow and reduce dips in cash flow. I list critical sources of cash for businesses, along with the pros and cons of major sources. You'll discover a company’s sustainable growth rate and how to increase it.

"Absolutely fantastic course! Makes me want to delve into this more. Thank you!!!" - Course Review

"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!" - Course Review

Entrepreneurial Finance: Small Business Financial Management Basics

Get a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning. You’ll hear from a business banker guest speaker who explains what lenders look at when deciding whether to make a loan to a small business.

"Outstanding course - I really enjoyed the general layout. Great mix of going in-depth on the more vital parts of financial management of a start-up" - Course Review


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

I’ll be your guide and host in FAST! I’m Rob Stephens, Founder of CFO Perspective.

I’ve served as the Chief Financial Officer (CFO), SVP of Finance, and Director of Operations for multiple companies over the past 25 years. I’ve helped businesses improve their finances as a CPA, financial executive, and business coach. I wrote the book Key Performance Indicators (KPIs) and KPI Dashboards.

And now I’m on a mission to help businesses make better financial decisions. I want to give you the tools and guidance that can increase your effectiveness at driving better business performance. Over 6,000 people have joined my courses and programs. I would love to have you as my next member.

— Rob

Some Kind Course Reviews for Rob

"Love Rob's presentations. Very pertinent info and does a great job getting the information across."

"Rob is extremely knowledgeable and very clear. This is a course I will recommend to my colleagues."

"One of the most engaging teachers. You can tell that he cares and knows about the subject"

Here's a quick reminder of some of what you get in FAST


A financial expert always there for you

  • Book FREE quick calls with me anytime to discuss your financial strategy and questions
  • Unlimited email access for even faster help
  • Plus, a FREE one-hour in-depth call to help you reach your business goals


Self-paced CFO Perspective Courses

  • Key Performance Indicators (KPIs) and KPI Dashboards to give you clarity
  • Better Budgeting: Ideas to improve your planning process.
  • Creating Value in your business for greater success
  • Cash flow management tips and ideas




  • Dozens of downloads
  • 9 strategic planning downloads
  • 7 downloads for creating value for you, customers, and employees
  • 8 cash flow management downloads

That’s a total of over $1,200 in value!

Frequently Asked Questions (FAQs)

boil it down for me into three words. Why is FAST so effective?

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. 

Who is fast for?

FAST is for two groups of people:

  1. 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. 
  2. Business advisors looking for the knowledge and skills 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.

I’m a business advisor. Is FAST useful for me?

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.

Do you provide coaching?

The calls in FAST are focused on education and guidance on how to use the resources in FAST. They are for clarification and further education on FAST materials. I do not provide coaching, consulting, or management advisory services.

What If I'm unsure if FAST is right for me or i decide after joining it's not right for me?

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. By the way - I've never been asked to give a refund.

Over 6,000 people have enrolled in CFO Perspective courses and programs.

I would love for you to be the next member!

Get Clarity, Confidence, and Insight from FAST

 for only


30-day money back guarantee. Cancelling is as easy as clicking a button. No hassles.

Over $1,200 of Value

  • Support: Quick calls, email access, and a one-hour call per year. 
  • Guidance: You get every CFO Perspective course. Over a dozen courses filled with over 100 video lessons and the list keeps growing. Get these at a significant discount compared to buying them individually.
  • Tools: Dozens of valuable downloads.
  • And it just keeps getting better: Your membership rate is locked in for life while the content and value of FAST continue to grow!

Lock in Your Rate for Life

No Increases: The rate you start at is the rate you pay for the life of your membership. I'll keep adding content but you'll still pay the same price. The value you receive keeps getting better and better. 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. Get a full refund in your first 30 days if it’s not everything you wanted. 

Cancelling is easy. Just go to your membership account and click the "Cancel" button. No hassles!

More Kind Words for FAST Courses

"Great course. Highly relevant and useful tools for future reference."

"Great course. A lot of very useful and insightful information and tips."

"Excellent content. This will be so helpful for my clients."

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

And what about the:

  • clarity
  • focus
  • confidence
  • stress reduction
  • FAST can give you?

FAST provides financial management knowledge and skills to help you be a more effective leader

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