Monthly Financial Coaching

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Gain Financial Strength and Stability

Owning a small business can be a lonely job and you might feel like you are a “jack of all trades and master of none.” Maybe you’re tired of the missed opportunities and stress caused by trying to manage your financial strategy without expert advice.

Hiring a Chief Financial Officer (CFO) would be nice, but you don’t have a big enough budget yet to afford that. That’s where CFO Perspective can give you CFO-level advice for a fraction of the cost of a part-time or full-time CFO.

Tap into my expertise to build your company’s financial strength and stability. Your stress will go down and your ability to capture more profit will go up. I can help you to:

  • Improve cash flow and profitability
  • Gain clarity on your short and long-term business strategy to overcome uncertainty you may have
  • Cut out the clutter of your current reports to focus on the most important measures of your success
  • Determine the most profitable opportunities for your business for continued growth

“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

Monthly Financial Coaching Calls, Unlimited Email Access, and BONUS Access to FAST

Private Coaching

Join me for a one-hour coaching call once a month. Each month we’ll discuss your financial statements and other key reports to identify areas for improvement and opportunities for growth. Every call will end with a set of takeaways from the call and ideas to implement.

Unlimited Email Access To Me

What if something comes up and you can’t wait until our meeting? You can email questions to me at any time for quick answers.

BONUS: Access to FAST

Get unlimited access to my membership program: the Finance and Strategy Toolkit (FAST). This gives you access to financial training and tools to improve the cash flow and value created by your company.

“I highly recommend CFO Perspective for small business leaders and entrepreneurs.”

 - Andrew Ridley, Altrans

BONUS: Access to the Finance and Strategy Toolkit (FAST)

FAST is a membership program that gives you access to a massive collection of resources for small business advisors and staff. The right tools save you time, reduce your stress, and improve your effectiveness.

“It is much better, and a much better use of my time, to utilize the talents of someone that deciphers financial numbers professionally. CFO Perspective filled that gap for us. I feel fortunate that our small optometry clinic was able to benefit from an analysis from a Chief Financial Officer with decades of experience, wisdom that would typically be inaccessible to small businesses. Rob Stephens has a calm, reassuring manner and heart of a teacher.”

 - Dr Nils W Ohlsen, Outlook Vision

Have questions about the program?

Schedule a free consultation call to see if this is the right fit for your situation and goals. I look forward to talking with you.


Why work with me?
I’ve served as the Chief Financial Officer (CFO) and Director of Operations for multiple companies over the past 25 years. I’ve helped businesses improve their finances as a CPA, financial executive, and small business consultant. I wrote the book Conquering Cash Flow: The Complete Guide to Small Business Cash Flow. Over 4,000 people have joined my courses and programs. I would love to have you as my next member.


I wish you peace and clarity. I wish you well.
- Rob

You get all this:

Monthly calls with me

Unlimited email access to me

Unlimited access to FAST


For only $497/month.

There is no long-term commitment. You can cancel the consulting engagement at any time.

These calls give you access to the expertise and insights of an experienced CFO... at a fraction of the cost of hiring a CFO.

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