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
Accelerate your success with FAST
FAST (Finance and Strategy Toolkit) is a membership program that
gives you access to a massive collection of resources
for small business advisors and staff to lead their company to
profit, growth, and purpose.
The right tools save you time, reduce your stress, and improve your effectiveness.