Services

Free Resources

My service to you starts with a large selection of free resources. I want you to succeed. I want you and your business to thrive. You have free access on my site to tools to make that happen. Please keep checking this site because I’m constantly adding new free resources. Click on any of the items below to see all the options.

Financial Sanity Starts Here: Free Guidance Call

Business financial management can be confusing. Sometimes all you need is someone to point you in the right direction. A free guidance 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 good 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.

Learn More About the Guidance Call

Creating Value

You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you’ll identify exactly what each of these three groups value and how to increase that value – and your success.


Learn How to Create More Value and Success

ACE: Achieve, Clarify, Execute - Small Business Strategic Planning

Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them.


Learn How ACE Gives You a Plan for Success

One-on-One Coaching

Better financial management reduces your stress and allow you to capture more opportunities. A coach is a guide that takes you from financial confusion to clarity and confidence.

A coach can provide:

  • Expert insights: You access decades of experience
  • An independent perspective to make better decisions.
  • Accountability to get things done
  • The comfort of having quick expert answers always available by email.

Learn How Coaching Accelerates Your Success

Cash Flow Programs

Reduce your stress and capture more opportunities by improving your business’s cash flow. Better cash flow means more growth and more profit.

I have two programs:

Improve Your Cash Flow – Learn the keys to cash flow management and get the tools to unlock higher cash flow.

Create a Cash Flow Projection – Want a cash flow projection workbook that’s customized to your company? I’ll provide a 36-month template that’s customized to your company and show you how to use it to reduce stressful cash flow surprises and position you to capture the next big opportunity.