Accelerate your success with FAST.

FAST (Finance and Strategy Toolkit) is a membership program to improve your company’s finances. Get direct access to me as well as the financial courses and tools to help small businesses succeed.

FAST Member? Click here for instant access.

Have you ever had these struggles?

  • 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’m constantly being distracted from focusing on the key path to my company’s success.
  • 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.

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?

You Get All This in FAST!

FAST saves you hundreds of dollars and hours of your precious time through

Support, Guidance, and Tools

Support

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

Guidance

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

Tools

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

Business owners and staff sign up for FAST for resources to improve their company. 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.

In FAST, I’ll walk you through the 4P Path to business success

by giving you the systems and strategies to make better business decisions

1. Purpose: You get what you value when you provide value to others. Business purpose comes from creating value for owners, customers, and employees. Business success is when all three groups give and receive value with each other.

Featured Course: Creating Value

In this course you will…
• Clearly identify the value you provide to customers and employees.
• Determine the value (e.g., money, time, freedom) you and/or the owners want from the company.

2. Plan: Strategic planning doesn’t have to be complicated. It should quickly lead you from defining where you are going to deciding how to get there. That’s all there is to it.

Featured Course: Strategic Planning for Small Business: ACE (Achieve, Clarify, Execute)

In this course you will…
• Develop a strategic plan that starts with the purpose of your company and maps that all the way down to practical tasks.
• Have a clear roadmap for where your company is heading this quarter, this year, and for years to come.

3. Performance: Cut the clutter to focus on the most important measures of your company’s performance. Focus leads to alignment and achievement. You’ll learn to monitor, optimize, and adapt your strategy to a constantly changing world.

Featured Courses: Key Performance Indicators (KPIs) and KPI Dashboards, Objectives and Key Results (OKRs)

In this course you will…
• Develop clear objectives for your company to take the next step towards achieving better performance.
• Identify and define the key metrics for success that provide focus and alignment.
• Build a dashboard to monitor your success and areas for improvement.

4. Profit: You’re now ready to unlock the power of the finance and strategy toolkit. Every decision is unique. Simple courses that offer “one-size-fits-all answers” won’t work. You want to use the right tool for the job. Learn the tools to make better decisions, when to use them, and how to use them. Better decisions lead to bigger profits and achieving your purpose.

Featured Courses: Improve Your Cash Flow, Entrepreneurial Finance, Marginal Profitability Analysis

In this course you will…
• Learn the systems and strategies for improving your cash flow.
• Identify and avoid common decision-making errors.
• Analyze opportunities to identify and capture the most profitable ones.

Trusted Insights

My approach is tailored to the needs of small businesses.

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…

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

– Harvard Business Essentials: Decision Making

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

Key Performance Indicators (KPIs) and KPI Dashboards

KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success to drive success.

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

Objectives and Key Results (OKRs)

Objectives and Key Results, also known as OKRs, have become very popular for improving company performance. They have powered success at companies like Google, Intel, and Intuit.

OKRs improve your company’s performance by increasing focus, trust, cooperation, employee engagement, accountability, and innovation.

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.

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 $147.

TOOLS

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

For Small Business Owners and Advisors

Are you a coach, consultant, CPA, or accountant that works with small businesses? FAST is popular with advisors like you. You get courses and resources to better serve your clients. You also get special emails with notifications of more advanced education and tools build for advisors like you. Many advisors refer their clients to FAST to give their clients the financial tools for success.

Let Me Be Your Guide

I’ll be your guide and host in FAST! I’m Rob Stephens, Founder of CFO Perspective, which provides finance and strategy resources to small businesses.

I’ve served as the Chief Financial Officer (CFO) 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 small business consultant. I wrote the book Conquering Cash Flow: The Complete Guide to Small Business Cash Flow.

And now I’m on a mission to help small businesses. I want you to build the business of your dreams with the plan, knowledge, and tools to achieve what you value most. Over 4,000 people have joined my courses and programs. I would love to have you as my next member.

— Rob

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

SUPPORT

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

GUIDANCE

Self-paced CFO Perspective Courses

  • Key Performance Indicators (KPIs) and KPI Dashboards to give you clarity
  • ACE: Strategic Planning for Small Businesses to achieve your goals
  • Creating Value in your business for greater success
  • Improve Your Cash Flow so you can get to your dream goals

TOOLS

Downloadable

Tools

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

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. You're ready to take the next step to learn how to run a business that provides profits and purpose.
  2. 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.

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 consulting?

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.

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.

  • 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.
  • For all members, canceling is as easy as clicking a button or sending me a short email at [email protected]

What IF I still have Questions?

Email me at [email protected] You can also set up short Zoom call or phone call to discuss your questions. 

Over 4,000 people have enrolled in CFO Perspective courses and programs. I would love for you to be the next member!


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 also getting the creativity flowing again! …Rob has truly made an overwhelming topic very manageable to learn. I appreciate the small doses of information and the recaps throughout the courses. He is a true PRO!”
– Ann Long of 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

  • Email/Zoom/Phone access to Rob – $1,700
  • Key Performance Indicators (KPIs) and KPI Dashboards – Retail Price of $147
  • Objectives and Key Results – Retail Price of $147
  • ACE for FAST: Strategic Planning – Retail Price of $147
  • Creating Value for FAST: Business Success from Shared Value – Retail Price of $97
  • Entrepreneurial Finance: Small Business Financial Basics – Retail Price $147
  • Behavioral Finance: Making Better Decisions - Retail Price $147
  • Improve Your Cash Flow – Retail Price of $97
  • And other courses with a total retail price of $180

That’s a total of over $2,500 in value!

FREE Bonus: My Conquering Cash Flow Book

I put all my cash flow expertise from years as a CFO into my new book – Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.

Learn how to manage your cash better so you can improve your cash flow, increase your profits, grow your business, and reduce your stress.

FAST is a fraction of the cost of my private Monthly Coaching program, 

which costs almost $6,000/year.

FAST gives you access to thousands of dollars of value from access to me and all these resources 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. 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:

  • clarity
  • focus
  • confidence
  • 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

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

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