We provide financial guidance for growing businesses and nonprofits.

SBOY Top 25 Reversed

Taking your business to the next level requires moving beyond bookkeeping and simply counting to using your numbers to actively navigate your business. CFO Navigator guides organizations that are not ready for a full-time financial professional, but need more strategic insight.

Contact CFO Navigator. We're here to help.

(770) 955-8600 ext. 35492


200 Galleria Parkway, Suite 1700, Atlanta, GA 30339

SBOY Top 25 Reversed

Think of us as Financial Advisors for a Small Business.

We exist to bring “Wall Street” worthy financial expertise to local “Main Street” companies. Because a “Main Street” company’s ability to truly understand what their numbers are telling them, can be the difference between making money or losing it. We help clients by turning our financial insight into their business foresight.

Is your business ready to scale?

Navigating the Numbers

Interpreting what they mean and communicating what’s important

Contact CFO Navigator. We're here to help.

(770) 955-8600 ext. 35492


200 Galleria Parkway, Suite 1700, Atlanta, GA 30339

CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have out grown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean and communicates what’s important; and when the time comes, will turn over the helm to a full time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Navigating is all about getting where you want to go, not so much about reporting where you’ve been.

What is a CFO Navigator

Someone that knows your numbers inside and out, provides confidence that they are right, interprets what they mean and communicates what’s important.

A professional with the experience and leadership to help you through the growing pains of the ‘tween’ and ‘teen’ stage and get to the next level.

Someone with financial expertise who understands the numbers and provides you with the confidence to make critical business decisions.

An experienced business partner with an outside perspective to serve you as an expert sounding board.

A typical accountant, bookkeeper or CPA will only look in the rearview mirror and tell you where you have been, without any regard to where you are going. They focus on what has already happened, rather than understanding the numbers and using them to help you look forward.

Financial Ladder

Navigating a business by the numbers requires first, that a solid financial foundation be in place from which reliable financial insight can be obtained. We equate the financial foundation to the sturdiness of a ladder.


Delivering financial insight and business foresight, with leadership and confidence, to ‘tween’ and ‘teen’ sized companies experiencing the growing pains of success. Offering scalable CFO and accounting services that don’t just look in the rearview mirror, but focus forward, watching out the windshield and using the dashboard to navigate the business towards the future.


Coaching Controllers

We’ve found many clients have Controllers they trust and value, but they just aren't providing the depth of financial insight the business needs.

Ingrained in our approach is a coaching mentality of elevating your Controller from a bean counter mindset to that of a CFO Navigator.


Getting the Numbers Right

If there are any reservations as to whether the numbers you’re seeing are correct, your confidence in using them to make decisions is diminished.

We ensure your numbers are right, giving you confidence to use them to make decisions.


Anticipating the Future

Once confident the numbers are right, the value of a CFO Navigator is in anticipating the financial future.

We use dashboards and financial models to track trends and project future financial implications. This allows us to assess various “what if” scenarios, anticipating what the financial future might look like “if” certain paths are taken.


What Our Clients Are Saying


Kathy Colbenson

CEO • CHRIS 180, Inc.

Robert has provided invaluable assistance to CHRIS 180 and to me in analyzing the strengths and weaknesses of our accounting procedures and personnel, then working with the COO and myself to create a plan that strengthened the entire department. Robert is able to work effectively with board, senior leadership and with accounting personnel, always treating individuals with honesty and respect.


Bill Manuch

CEO • Macuch Steel Products

Understanding us and what drove our costs and profitability, Robert was able to create a bid scenario modeling tool that we use on a daily basis to bid out jobs. His ability to grasp how all the moving parts came together, operationally and financially, made a huge impact on our ability to analyze a job’s profitability and contribution to overhead – at bid time, rather than months after a job was completed.


Sonya Ingram

CEO and Owner • HandPicked, Inc.

Robert is a trusted thinking partner for me. He provides sound advice on an internal and external level, across all operational areas, to help guide me with strategy and decision-making. He does this with our best interest at heart… thank you for all that you do!


Patrick Ungashick

CEO • White Horse Advisors

It has been a pleasure to work with Robert Stephens as our external CFO and business advisor. Robert's experience, combined with his authentic desire to serve his clients, make him a rare service provider. For a business that needs help not only knowing where they have come from but also where they are going, I cannot recommend Robert highly enough.


Tracy Rathbone Styf

Executive Director • Town Center CID

I have had the opportunity to work with Robert and his CFO Navigator team on two separate engagements... In both instances, they were able to step in, immediately get their arms around the key issues and needs of both organizations and provide both high-level strategy and day-to-day management. CFO Navigator fills a critical gap for small businesses, nonprofits and governmental organizations that do not have the budget or need for a full-time CFO or controller.


Jonathan Page

Managing Attorney • InPrime Legal

Before CFO Navigator, our accountants and bookkeepers processed financial data; but we didn't know how to use that data to make better business decisions; after engaging CFO Navigator, Robert and his team implemented techniques and strategies to track labor efficiency, predict expenses, set profit targets, manage cash flow and ultimately drive growth. We now have the financial insight and business foresight to fulfill our company mission and achieve our financial goals.

Some of Our Other Clients


About CFO Navigator


Robert Stephens

(770) 955-8600 ext.  35492

“We believe anticipating financial implications before they’re in the rearview mirror is more valuable than simply reporting their outcome once they’ve passed.”

CFO Navigator was founded with the vision of changing the focus of accountants from simply being bean counters to becoming business navigators. Understanding the beans is important, but applying that understanding to navigating the future is the real value. If you’re not getting what you need from your bean counter, why not consider bringing a CFO Navigator on board? There is so much more to knowing your numbers than simply how much is in the bank or how much you owe in taxes. The true value of knowing the numbers is in anticipating the future. Use your numbers to navigate your Business!

Contact CFO Navigator. We're here to help.

(770) 955-8600 ext. 35492


200 Galleria Parkway, Suite 1700, Atlanta, GA 30339