Get practical, proven finance and strategy guidance that your audience will thank you for!

Founder of CFO Perspective, Author, & Business Coach

"Rob was a great guest. His industry knowledge runs deep and he's able to share valuable insight that the audience can put into action. He comes to the show well prepared with a broad range of topics but can seamlessly pivot mid-episode which makes for great organic, authentic conversation. I highly recommend Rob as a guest on your show!"

- Jill Miller, Host of the V is For Victory Podcast and Owner of Vira Creative

Bio for Rob Stephens, CPA

Rob Stephens is the Founder of CFO Perspective, where he provides finance and strategy resources for small businesses. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.

Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.

Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

"Rob was clear, concise, funny and used real world applications."

- Julia Kramer, Financial Behavior and Leadership Consultant at Signature Financial Planning

Some of my past speaking engagements


I can speak to your audience about many financial and strategic issues. Click below to hear a sample podcast interview.


I’ve been featured in dozens of sites including (Forbes, Entrepreneur, Bloomberg Businessweek, U.S. News, American Express and


Recording of my Key Performance Indicators (KPIs) talk.

Sample Podcast Topics

How Does Value Creation Lead to Business Success?
The Shift from Survival to Strategy, Significance and Success.
What the Heck is a KPI and How Can It Help Your Business Thrive?
Pricing Strategies to Maximize Profit
These Business Decision-Making Errors are Sabotaging You (And What to Do About Them)

Featured In

Click here to see dozens of articles I've been featured in

Connect with me to talk further about how I can serve you audience

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Some Kind Words From Clients

I truly got more than I paid for… I highly recommend CFO Perspective for small business leaders and entrepreneurs.

—Andrew Ridley, Altrans

Rob has truly made an overwhelming topic very manageable to learn. He is a true PRO!

—Ann Long, Liberty Lake Coworking

It was like magic! We quickly and easily saw areas of growth that allowed us to make solid business decisions.

—Arnold De La Fuente, VP Customer Success, MavenNext

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