The people behind your profit.

Erika Jones is the Founder and CEO of She Knows Profits™ and serves as the lead strategist for the firm's integrated advisory approach. As a Fractional CFO, Certified Tax Advisor, and Certified Profit First Professional, she helps business owners transform revenue into sustainable profit and long-term wealth.

Erika specializes in cash flow strategy, financial systems design, profitability improvement, proactive tax planning, and executive financial leadership. She serves as the quarterback of each client's advisory team, ensuring every recommendation—from tax planning to wealth management—works together to support the client's business and personal financial goals.

Kalif Gallego helps entrepreneurs, executives, and high-net-worth families align investment management, retirement planning, and wealth preservation into one coordinated financial strategy. Working alongside the She Knows Profits™ team, he helps clients transition from building profitable businesses to building sustainable, generational wealth.

Adil oversees financial operations, accounting processes, bookkeeping, financial reporting, budgeting, KPI tracking, and month-end financial management to ensure clients have accurate, timely financial information for better decision-making.

Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.

Imorhoa Opeyemi David is a Backend Operations Specialist with expertise in streamlining the systems that keep accounting firms running efficiently. He works across GoHighLevel and Financial Cents to manage CRM pipelines, automate client onboarding workflows, maintain operational dashboards, and ensure no lead or client falls through the cracks.

With a strong command of both CRM automation and practice management tools, Opeyemi brings a rare combination of technical precision and operational discipline to every engagement. His focus is on building reliable backend infrastructure that allows the firm and its clients to scale without added complexity.

Mythili Sridharan is an Assistant Team Lead — U.S. Tax Services with over 8 years of experience. She specializes in the preparation of U.S. federal and state tax returns for individuals, partnerships, corporations, S corporations, and trusts, and has extensive experience supporting U.S. CPA firms with tax compliance, return preparation, and workflow management.

In her current role, she leads tax engagements, reviews financial documents to ensure compliance and accuracy, collaborates with engagement teams to meet client deadlines, and drives quality through effective review processes.

Mythili holds a CA Intermediate qualification from The Institute of Chartered Accountants of India and a Bachelor of Commerce (B.Com.) from SASTRA University. Recognized for her analytical approach, attention to detail, and commitment to quality, she combines strong technical expertise with effective communication, leadership, and process improvement skills to consistently deliver accurate, timely, and reliable tax solutions.