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

Here are ways I’ve helped small business advisors like you:

  • FAST program:Most advisors choose the FAST (Finance and Strategy Toolkit) program. This program provides huge value for advisors. You get access to many programs and resources to better serve your small business clients. Learn more about FAST.
  • Client referral to my resources: FAST and my courses provide a wealth of knowledge and tools to small businesses at a very reasonable prices. Advisors often refer their clients to my resources when the client is unwilling to pay consulting fees or when the advisor doesn’t provide coaching in the finance focus of FAST.
  • Individual courses: Some advisors choose to take my individual courses to improve their skills and better serve customers. This is mainly done by CPAs, who can take many of my courses for CPE credit via CPE sites.
  • Brought me in as a finance or strategy specialist: I’ve done this in various capacities. Please call me at 509-202-4652 or email me via the contact page if you want to bring me in for these services. 
  • Brought me in as a finance and strategy specialist subcontractor under them. In this scenario, they have the contract with the client and then contract with me for specific services.
  • Referred clients to me for consulting. Advisors do this when they don’t provide the finance services I provide.

"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.

Learn More
>
Success message!
Warning message!
Error message!