Free Guidance Call

Sometimes all you need is someone you trust to point you in the right direction.


Schedule a free 30 minute call!

Business financial management can be confusing. Sometimes all you need is someone you trust to point you in the right direction. A free resource call is for you if:

  • You know you have a financial pain point in your business but you don’t know who to call and what you need.
  • You think CFO Perspective coaching or programs may be for you but you’re not certain. You would like to talk with Rob to make sure.

What We'll Discuss

  • You’ll explain your situation
  • I’ll tell you services/resources you may want to consider, where to look for them, and what criteria to use to pick the best one.

Here are some common pain points people have:

  • A financial process that’s confusing and disjointed.
  • You have no idea what’s going on with your company financially.
  • You don’t know if/when you’re going to run out of cash
  • You’re just starting your business and don’t know where to get all the business plan and financial management basics.

I’m more than happy to talk with you and help point you in the right direction.

What we’ll discuss:

  • You’ll explain your situation
  • I’ll tell you services/resources you may want to consider, where to look for them, and what criteria to use to pick the best one.

"Rob is patient, thorough, and intuitive. I highly recommend his services to anyone looking for support.” – CJ Curtis, Owner and Operator of The Garden Coffee and Local Eats

This is not a high pressure sales call. In fact, it’s usually not a sales call at all.

I’ll point you to the person or resource that best fits your need. Many times, it’s not me. I have a very focused set of coaching services and serve a specific type of client. If you need one of those services and are one of those types of clients, then we’ll discuss if coaching makes sense for both of us.

I don’t make referrals to specific people, only to types of services. I don’t receive any referral fees, affiliate income, or any other income from others for the guidance provided to you.

Experience to serve as your guide:

  • CFO of multiple companies
  • I currently teach entrepreneurial Finance to MBA students at a university
  • Program Manager for investment advisors and masters degree in personal financial planning. I understand how your business can support your personal financial needs.
  • Worked in banking for 20 years
  • You can check out my About page to learn more

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FAQ's

What services and programs do you provide?

Note: These services are not provided during the call, but I will explain these programs to you if they fit your need

  • Financial management coaching
  • Strategic planning (for example, see ACE)
  • Aligning your company with your values and the values of your customers (for example, see my Creating Value program )
  • Clarifying your personal aspirations and the purpose of your company
  • Cash flow and financial projections
  • Financial decision analysis (for example, setting pricing, expanding the business)
  • Business plans and planning

What services do you not provide?

  • Taxes
  • Bookkeeping
  • Fractional/Temp CFO Services
  • Personal Financial Planning
  • Business Valuation
  • Pitch decks for investors
  • Merger and acquisition analysis

What’s the catch? Why are you doing this for free?

Part of the reason is that I truly love to help small businesses. But yes, you also provide something very valuable to me. It’s worth more than anything I could charge you. As I conduct these calls, I start to hear patterns of pain points. I think of ways to better serve small businesses as I talk with owners. The insights you give me lead to the services I provide.

Is this a sales call?

No. I’ll point you to the person or resource that best fits your need. Many times, it’s not me. I have a very limited set of coaching services and serve a specific type of client. If you need one of those services and are one of those types of clients, then we’ll discuss if coaching makes sense for both of us. You can still schedule a Free Guidance call, even if you’re asking about services I don’t provide.

Is this a coaching call?

No. This is only for me to give you some general education and help you get pointed in the right direction for your needs.

Schedule Your Free 30 minute Zoom Call

Reserve My Call Time

Prefer a Phone Call Instead of Zoom?

Schedule my Free Phone Call