$47

Any Course

Business Growth

Get knowledge and skills
that can lead to improved business performance

AST (Finance and Strategy Toolkit) is a membership program that gives you resources for better financial management.

You get all the CFO Perspective courses.

Get direct access to me as well as tools for improved decisions that can lead to superior business performance.



The right tools can save you time, reduce your stress, and improve your effectiveness.

 Learn More

Courses

Are you a CPA? Click here to learn how to get Continuing Professional Education (CPE) credit for my courses.

ACE: Small Business Strategic Planning

Add Locations Course

Behavioral Finance Course

Better Budgeting Course

Business Banking Course

Business Loan Basics

Entrepreneurial Finance

Managing Cash Flow

Recession Course

Rolling Forecasts Course

CFO Perspective Videos

Activity-Based Budgeting

Benefits of Business Budgeting

Break-Even Analysis

Budgeting and Strategic Planning

Building Projections From Common-Size Financial Statements

Buying vs. Leasing a New Location

Cost-Volume-Profit (CVP) Analysis

Customer Journeys and Calculating Return on Ad Spend

Driver-Based Forecasts

Estimating Expenses for a New Location

Estimating Revenues for a New Location

Get a Better Business Loan Rate

How Companies Get Into Trouble Before a Recession

How Financial Leverage Magnifies Your Returns – And Risks

Implementing Rolling Forecasts

Is an SBA Loan Right for you? SBA Loan Pros and Cons

Net Contribution And Cash Flow Analysis for a New Location

Net Present Value (NPV) Analysis

Operating Without a Budget

Overcoming Business Budgeting Challenges

Rolling Forecasts

SBA 7(a) Loans: Valuable Funding to Help Your Business Grow

The Benefits and Problems of Business Growth

The Business Growth Checklist

The SBA: Useful Resources for Small Businesses

Time to Break Even Analysis

Types of Business Loans

Using An Excel Data Table For CVP Analysis

Using Excel Goal Seek for Break-Even Analysis

Using Step Costs to Manage Capacity

What is Permanent Working Capital?

CFO Perspective Articles

Ways Businesses Can Survive – and Thrive from – a Recession

How to Implement Rolling Forecasts at Your Company

How to Quickly Build Driver-Based Forecasts

Use Common-Size Analysis to Build Better Projections

How to Make Business Budgeting More Effective and Less Painful

Operating Without a Budget: Empowered Earnings or Complete Chaos?

Keep Your Company Constantly Focused on the Future with Rolling Forecasts

Activity-Based Budgeting: Better Budget Accuracy for Higher Profit

An Effective Business Budget is Built on a Good Strategic Plan

How to Calculate Return on Ad Spend (ROAS) [with example]

How Step Cost Analysis Helps You Manage Capacity

Find Out What it Takes to Make a Profit with CVP Analysis

Capture the Benefits of Budgeting to Increase Business Performance

Debt Service Coverage Ratio (“DSCR”): Can You Repay Your Business Loan?

How Business Loan Prepayment Penalties are Calculated and How to Avoid Them

What’s the Best Type of Loan for Your Business?

Commercial Real Estate Loan Terms: Repricing Term, Balloon Term, and Amortization Term

Is an SBA Loan Right for You? SBA Loan Pros and Cons.

The SBA 7(a) Loan Program: Valuable Funding to Help Your Business Grow

The SBA: A Wealth of Useful Resources for Small Businesses

Easily Discover Your Break-Even Profit Point with Microsoft Excel or Google Sheets

How to Improve the Expense Projections for Your New Location

How to Make a Better Revenue Estimate for Your New Location

Will Your New Business Location Be Profitable? Here’s How to Find Out.

Is Buying or Leasing Your New Business Location the Best Choice?

Permanent Working Capital: What Is It and How Does it Trap Cash?

Choose the Right Type of Costs to Make the Best Decision

How to Move from Complexity to Clarity with a Break-Even Analysis

Can Stretch Goals Help You Achieve More Results?

Other Peoples’ Money Magnifies Returns but can Cause a Cash Crisis

Hidden Insights in the Sustainable Growth Rate Formula

Excess Capacity: Hidden Profits from Untapped Revenue

Are You Caught in the Business Growth Trap?

CFO Perspective Quick Insights

Get knowledge and skills
that can lead to improved business performance

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.


The right tools can save you time, reduce your stress, and improve your effectiveness.

Learn More
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