For Advisors
Hundreds of CPAs, accountants, consultants, and coaches have tapped into CFO Perspective programs. Let’s work together to improve the finances of small businesses.
My mission is to provide access to CFO-level resources and insights at a price that fits small business budgets. I want even the smallest companies to be able to tap into this. I do this directly through FAST and by providing resources to advisors like you.
I don’t compete with advisors. Instead, I help you better serve your small business clients. My mission is for us to work together to improve the financial management of small businesses.
"This course covered some great information, much of it relevant to my job since I consult with many owners of small franchise businesses." - Entrepreneurial Finance course review
"Useful course for those working in or with small businesses. Thank you!" - Improve Your Cash Flow course review
Get the tools, guidance, and support for
superior business performance
FAST (Finance and Strategy Toolkit) is the membership program that
gives you the resources for better strategic financial management.
Get direct access to me as well as courses and tools
for improved decisions that lead to superior business performance.
The right tools save you time, reduce your stress, and improve your effectiveness.