Rick Lee

Rick Lee Email and Phone Number

CEO and Founder @ RGL CFO Advisors
Denver, CO, US
Rick Lee's Location
Denver Metropolitan Area, United States, United States
Rick Lee's Contact Details

Rick Lee work email

Rick Lee personal email

n/a

Rick Lee phone numbers

About Rick Lee

With a strong foundation in finance, accounting, and franchising, I have a proven track record of delivering results and driving success across various industries and roles. My true passion is partnering with entrepreneurs, providing the strategic, operational, and financial guidance they need to overcome challenges and achieve their goals. Helping small business owners thrive is at the heart of everything I do.

Rick Lee's Current Company Details
RGL CFO Advisors

Rgl Cfo Advisors

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CEO and Founder
Denver, CO, US
Rick Lee Work Experience Details
  • Rgl Cfo Advisors
    Ceo And Founder
    Rgl Cfo Advisors
    Denver, Co, Us
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  • Rgl Accounting, Llc
    Ceo & Founder
    Rgl Accounting, Llc Jun 2020 - Present
    I provide comprehensive accounting, bookkeeping, and outsourced CFO services tailored to meet the unique needs of businesses, including franchises. By simplifying the financial drivers of revenue, profit, and cash flow, I empower business owners to make informed decisions that boost profitability and cash flow. My expertise includes helping clients set clear, actionable monthly objectives and implementing strategies that foster positive cash flow. This approach creates opportunities for meaningful business growth while aligning with long-term financial goals.
  • Massage Green Spa
    Franchise Owner | Cfo | Cmo
    Massage Green Spa Oct 2015 - Present
    Birmingham, Michigan, Us
    As the CFO and CMO of Massage Green Spa Westminster, I successfully balance leadership, financial stewardship, and strategic marketing to drive business growth and deliver outstanding customer experiences. Through innovative approaches and sound financial management, our location consistently ranks among the top-performing centers within the Massage Green Spa system.I lead financial and marketing operations, focusing on comprehensive financial planning, analysis, and profit and loss (P&L) management to maximize profitability. I develop and execute creative marketing strategies that boost brand awareness, enhance customer engagement, and attract new clientele. By prioritizing exceptional service delivery, we cater to over 900 loyal members, solidifying our reputation for quality and contributing to our continued success.
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  • The Fran Experts
    Ceo & Founder, Certified Franchise Consultant
    The Fran Experts Sep 2022 - Dec 2023
    As the CEO & Founder of The Fran Experts, I guided clients in evaluating and purchasing franchise businesses, providing expert knowledge on the industry. Working closely with franchisors, I identified strong candidates and provided individual coaching and mentoring throughout the process.
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  • International Franchise Professionals Group - Ifpg
    Certified Franchise Consultant
    International Franchise Professionals Group - Ifpg Oct 2022 - Nov 2023
    Parlin, Nj, Us
    The International Franchise Professionals Group (IFPG) is a global network of over 1,300 franchise professionals, including Franchisors, Franchise Consultants and Brokers, Lenders, and other industry experts. This collaborative community guides aspiring entrepreneurs through the journey of discovering, evaluating, and investing in franchise opportunities, empowering them to achieve their business ownership goals.
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  • Zoomin Groomin Mobile Pet Grooming Franchises
    Area Representative & Franchise Business Consultant
    Zoomin Groomin Mobile Pet Grooming Franchises Dec 2021 - Jan 2023
    Virginia Beach, Va, Us
    As an Area Representative and Franchise Business Consultant at Zoomin Groomin Mobile Pet Grooming Franchises, I demonstrated my ability to drive franchisee success and ensure the seamless execution of the franchise system. I played a pivotal role in the development of my territory and the achievement of franchisee goals.
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  • Liberty Tax
    Area Developer & Franchise Business Consultant
    Liberty Tax Feb 2002 - Oct 2013
    Hurst, Texas, Us
    As an Area Developer and Franchise Business Consultant at Liberty Tax, I provided comprehensive sales, support and consulting services to franchisees and offices in the Denver and Salt Lake City regions. My expertise included spearheading strategic planning initiatives, facilitating new store openings, conducting business and financial reviews, ensuring corporate compliance, and managing overall business operations.Throughout my tenure, I successfully led expansion efforts, growing the Denver region from two offices to over 50 offices with 22 franchisees, and expanding the Salt Lake City region from three offices to over 35 offices with 18 franchisees. I consistently achieved recognition for both regions as top-performing areas within the Liberty Tax system.
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  • Liberty Tax
    Multi-Unit Franchisee
    Liberty Tax Oct 2002 - May 2005
    Hurst, Texas, Us
    Owned and operated three successful tax offices in the Denver and Salt Lake City areas, providing expert tax preparation, financial consulting, and exceptional client service to individuals and businesses.
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  • Liberty Tax
    General Manager
    Liberty Tax Oct 1999 - May 2002
    Hurst, Texas, Us
    Served as General Manager for five high-performing Liberty Tax offices in the Salt Lake City area, overseeing daily operations, team management, and strategic planning to drive revenue growth and deliver exceptional customer service.
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Rick Lee Skills

Franchising Small Business Business Planning Entrepreneurship Franchise Consulting Strategic Planning Finance Team Building Sales Coaching Mergers And Acquisitions Business Brokerage Financial Analysis P&l Executive Management Start Ups Leadership Tax New Business Development Marketing Customer Service Business Development Training Budgeting Restaurant Management New Restaurant Openings Restaurant Reviews Hands On Training Operations Management Bookkeeping Payroll Quickbooks Financial Reporting Financial Statements Bank Reconciliation General Journal Business Coaching Franchise Sales Business Networking Recruiting Local Marketing Accounting Business Operations Successful Business Owner Adp Payroll Gusto Microsoft Office

Rick Lee Education Details

  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Finance With An Emphasis In Marketing

Frequently Asked Questions about Rick Lee

What company does Rick Lee work for?

Rick Lee works for Rgl Cfo Advisors

What is Rick Lee's role at the current company?

Rick Lee's current role is CEO and Founder.

What is Rick Lee's email address?

Rick Lee's email address is ri****@****tax.com

What is Rick Lee's direct phone number?

Rick Lee's direct phone number is +172020*****

What schools did Rick Lee attend?

Rick Lee attended University Of Utah - David Eccles School Of Business.

What skills is Rick Lee known for?

Rick Lee has skills like Franchising, Small Business, Business Planning, Entrepreneurship, Franchise Consulting, Strategic Planning, Finance, Team Building, Sales, Coaching, Mergers And Acquisitions, Business Brokerage.

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