Ready to take your business to the next level?
Customized business and financial solutions to help your business thrive. My expert team and I are ready to partner with you to achieve extraordinary results.
Our Services
Fractional CFO
Your business is running into more complex financial and business challenges. The stakes are higher and you need timely expert financial guidance and business support. We offer fractional CFO/COO services tailored to your business and ultimately help you make more profit.
Joint Advisory Board (JAB) Mastermind
A 12-month mastermind for CEOs committed to growth and supercharging their business alongside like minded leaders. Invitation only. If you want accelerated results in your business, request a JAB application interview and we can explore things together.
1:1 CEO Coaching
Need immediate executive support? Fast track the results you want by working directly with Robert Lee. When it comes to breaking through urgent barriers and building your business you don’t have to do it alone. We work together to help you accelerate your business ambitions.
About Me
Hi, I am Robert Lee.
I am a Fractional C-Suite Executive. I help CEOs achieve faster growth and profits allowing them to enjoy more freedom in their lives.
As a CPA, CA, and MBA, I bring nearly three decades of proven success in CFO and COO roles. My extensive experience has now transitioned into a multifaceted career as a fractional CFO, JAB Chair, and CEO Business Collaborator. This evolution reflects my commitment to leveraging financial expertise and operational acumen to drive growth, optimize processes, and foster meaningful business collaborations.
Working primarily with small and medium size growth businesses for almost 30 years across service, manufacturing, wholesale, e-commerce, retail and not-for-profit, I bring a breadth of value to our collaborations.
I am passionate about helping fill the void my clients have in accessing experienced financial and c-suite expertise that is right-sized for the needs of your business.
My love of adventure and outdoor sports such as skiing and mountain biking are part of my high-energy lifestyle which brings a fresh energy to the often stodgy accountant stereotype. Working with me is high paced and focused on achieving massive results. If that’s not the pace you want to play at, I’m not your guy and this team isn’t for you.
We are driven to achieve results and never fail to deliver.
My team serves clients in person and remotely around the globe.
Get in touch today and find out if we're a good fit.