Colleagues and Advisors

Fred Parrish

Founder and CEO of The Profit Experts™ and co-author of The E-Myth CFO. Fred Parrish has been instrumental in the growth and development of many private and publicly traded companies. His 43 years of experience include 39 years in the development and implementation of board-approved plans and policies, directing and overseeing company operations, managing corporate resource development, and directing strategic planning. Fred has extensive
international management and contracts experience with a background in both operations and financial management.

He is the founder and CEO of The Profit Experts™ a CFO support services organization providing financial intelligence to small businesses through a broad range of services including, operational accounting and analysis, dynamic cash flow planning and predictive management, staff efficiency planning, profit mining, organizational development, and developed a cloud-based automated CFO The
Profit Beacon™. Fred has served on the Board of Directors of 13 organizations in aerospace, manufacturing, healthcare services, business services, insurance, international missions, veteran nonprofits, technology, and document management.

The E-Myth CFO

He is a co-author with Michael E Gerber of the book The E-Myth Chief Financial Officer: Why Most Small Businesses Run Out of Money and What to Do About It and author of The Profit Mentality: A guide for maximizing entrepreneurial success.   He is a speaker and instructor on subjects such as operational analysis, dynamic cash flow management, staff efficiency planning, profit mining, organizational development, CFO thinking, and business success. He has been featured on major news sources as an expert on various topics such as finance, the economy, organizational excellence, and entrepreneurial achievement. Expert Media examples: NBC, CBS, The CW, Fox News Radio, iHeart Radio, ESPN Radio and over 100 interviews.

Burke Franklin

Burke Franklin is the Creator & CEO of BusinessPowerTools.com,
Best known for BizPlanBuilder® software which has sold more than 2 million copies enabling business leaders to raise more than $3 Billion to fund their companies…
Burke is an entrepreneur with marketing & management experience of more than 40 years.
He says, “It’s crucial that your innovations succeed in our world. This means that your business must be profitable and sustainable – WITHOUT LOSING CONTROL, YOUR MIND OR YOUR SHIRT!!”

The hardest part of building and running a business is finding the time to actually build and work ON your business.
There are so MANY things to do, and so many fires to put out, that you rarely have time to clearly define your vision… priorities… policies… and procedures… in context of everything going on… AND communicate it with your employees and investors. ESPECIALLY when you have to create it all from SCRATCH! This is where Business Power Tools can save your bacon. It’s loaded with professionally-scripted and formatted document and spreadsheet templates you can easily customize to your business.

Burke was elected to the White House Conference on Small Business and nominated for Ernst & Young’s “Entrepreneur of the Year & Burke’s book, Business Black Belt, applies lessons from 40+ years of personal development workshops, martial arts, and real-world business success.

Kristi Lee

Founder of ElegantLee Marketing and Design and Elevate My CRM
Marketing & Business Strategist | Web Design & AI-Driven Sales Growth Expert | Speaker & Author on Client Retention | Helping Entrepreneurs Scale with Digital Strategies.

I have been blessed with a vast career in Corporate America for 23 years, where I gained expertise in marketing & business strategy. I was responsible for product selection from companies such as Revlon, Maybelline, Proctor & Gamble, Johnson & Johnson, and building Ad campaigns for 2,300 retail stores nationwide.

The last 19 years I have been an Entrepreneur, Speaker, and Author, where I get to utilize all of my experiences to help others grow their own successful businesses:

 Website Design
 Creative Follow Up
 Elevate Your CRM
 Sales Skills
 LinkedIn Profile Creation
 Executive Strategy

   Contact info – https://www.elegantleedesign.com/

Jim Wong

Transformational Entrepreneur
As a management consultant for the past 40 years, I have been using an interdisciplinary and open-systems approach to consult with CEOs and founders to improve organizational performance and viability, as measured by the value and confidence customers place in the firm’s products and services and by the firm’s attractiveness to shareholders and potential investors.

As technology increasingly opens new pathways to global markets,
empowering big and small firms alike, we work with existing
companies to renew their competitive strategies and with
entrepreneurs to accelerate the growth of their startups.
Towards this end, we are redefining business education, helping
individuals and firms to renew themselves continuously as an integral component of their competitive edge. Our team of former corporate executives and successful entrepreneurs delight in partnering with clients to recruit strategic investors.

Massachusetts Institute of Technology – Sloan School of Management San Francisco Bay Area   Contact info

“If you try to improve the performance of a system of people, machines, and procedures by setting numerical goals for the improvement of individual parts of the system, the system will defeat your efforts and you will pay a price where you least expect it." Myron
Tribus’ Perversity Principle. Tribus Directed the MIT Center for Advanced Engineering Study.

“Success is not final, failure is not fatal; it is the courage to continue that counts.” – Sir Winston Churchill
“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.” John Quincy Adams

★★★★★

Margot Walker
Nurse Practitioner at Priority Health

Robert provides valuable knowledge and resources for me as a transformational business coach. He is consistent in helping me evaluate my skills and strengths and working together towards predetermined goals. He shares a wealth of knowledge and resources from his compassionate heart.