Rick Lee Email & Phone Number

Denver, Co, Us

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.

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.

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.

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.

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.

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.

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.

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.