Octagon Experts Bureau
Erika Jones
Fractional CFO & Certified Tax Advisor | Profit & Cash Flow Strategist
I help service-based CEOs and real estate professionals achieve sustainable profit and long-term wealth through structured cash flow systems, Profit First implementation, and proactive tax strategy.
Areas of Expertise
Engagement Types
Erika’s Point of View
Watch on YouTube ↗About Erika
Erika Jones is a Fractional CFO and Certified Tax Advisor specializing in profit strategy, cash flow management, and advanced tax planning for service-based CEOs and real estate professionals. She is the founder of She Knows Profits™, where she helps business owners move from high revenue and low visibility to structured, profitable, and tax-efficient operations.
Erika’s approach integrates Profit First methodology, financial systems implementation, and proactive tax strategy into one cohesive framework—allowing clients to not only increase revenue, but retain and build wealth from it. Her work focuses on creating financial clarity, strengthening cash flow control, and positioning businesses for long-term sustainability and growth.
She has worked with entrepreneurs across multiple industries to uncover hidden profit, reduce tax liability, and implement systems that support scalable success. In addition to her advisory work, Erika is a speaker and workshop facilitator, delivering sessions on cash flow systems, profitability, and tax strategy for entrepreneurial and corporate audiences.
Erika is known for her ability to translate complex financial concepts into actionable strategies that drive real financial results.
Watch Erika in Action
Signature Talks
Keynote
Cash Flow Strategy
Keynote
Profitability Systems
Keynote
Tax Strategy for Entrepreneurs
Keynote
Financial Systems for Scaling Businesses
Keynote
Revenue to Wealth
Ideal For
Ideal for entrepreneur conferences, women’s leadership events, financial wellness initiatives, business growth summits, real estate organizations, and corporate leadership programs seeking practical financial leadership and profitability education.
What People Say
“Working with Erika completely changed how I understand and lead through my numbers. I didn’t just receive reports — I gained strategic financial clarity that helped me make stronger, more confident business decisions as a CEO”
“This wasn’t bookkeeping — it was strategic business transformation. Erika helped me see the financial gaps inside my business and create systems that gave me more clarity, confidence, and control as a business owner.”
“Erika helped me realize financial leadership is not just about numbers — it’s about confidence, visibility, and decision-making. The structure she brought to my business changed how I operate and plan for growth.”
Featured In
Certifications & Credentials
Advanced Certified Profit First Professional
Profit First Professionals
Advanced certification in profitability systems, cash flow management, and the Profit First methodology for helping businesses improve financial structure, profitability, and sustainable growth.
Certified Tax Advisor
TaxPlanIQ
Specialized training in proactive tax planning, entity strategy, and legal tax reduction strategies for entrepreneurs and growth-focused businesses.
Certified Relay Bank Cash Flow Advisor
Relay Financial
Certified in cash flow management systems, banking structure optimization, and financial workflow strategies designed to improve business cash flow visibility and control.
Certified Gusto Payroll Advisor
Gusto
Certified in payroll systems, payroll compliance, and compensation structure strategies for small businesses and scaling entrepreneurial teams.
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