Meet the Team 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.

Adil supports the accounting department at She Knows Profits™ by maintaining accurate, organized financial records for our business clients.

His responsibilities include transaction categorization, bank and credit card reconciliations, bookkeeping cleanup, chart of accounts optimization, and monthly financial reporting. He also prepares financial dashboards and identifies bookkeeping discrepancies to support accurate reporting.

Working alongside our senior accounting professionals, Adil helps ensure clients have reliable financial information to support cash flow planning and strategic financial decisions.

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 return preparation and workflow management.

In her current role, she supports tax preparation engagements, reviews financial documents for accuracy and completeness, and collaborates with engagement teams to meet client deadlines. Final compliance review and sign-off rest with the firm's tax compliance leadership.

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 preparation support.

Allan supports the technology and digital infrastructure behind She Knows Profits™ and its affiliated companies. He manages software integrations, CRM systems, AI-powered tools, and workflow automation to improve efficiency and support business growth.

By connecting technology with everyday operations, Allan helps streamline internal processes, strengthen communication systems, and create a more organized, responsive experience for our clients and team.

Ana supports executive operations and client coordination across She Knows Profits™ and its affiliated companies. She oversees executive scheduling, communications, client follow-ups, and administrative workflows to ensure a seamless and professional experience.

With a focus on organization, responsiveness, and operational excellence, Ana helps keep our team aligned, our clients supported, and our daily operations running efficiently.

Steven Cox leads advanced planning strategies designed to help clients protect and grow the wealth they build through their businesses. He collaborates closely with the She Knows Profits™ advisory team on retirement planning, investment coordination, estate and legacy planning, risk management, and long-term financial planning to ensure every financial decision supports the client's future.

Mukhtar Raqib specializes in helping business owners and professionals create personalized wealth strategies that support long-term financial independence. Through investment planning, asset protection, and retirement readiness, he helps clients make confident financial decisions and build lasting wealth.

Dr. Tina Woodard is a nationally respected HR executive, leadership strategist, and transformational change agent. As Chief HR Advisor to She Knows Profits™, she brings over two decades of cross-sector expertise spanning manufacturing, government, and higher education.

In 2016, Dr. Woodard founded Capstone Performance Solutions, Inc. with a bold vision: to inspire leaders and organizations to pursue excellence through intentional culture, inclusive leadership, and strategic talent development. Her unique blend of engineering precision and HR innovation allows her to craft solutions that improve profitability while elevating people and performance.

Dr. Woodard holds a Doctorate in Education and is a certified Professional in Human Resources (PHR). She is known for helping organizations build strong foundations rooted in equity, excellence, and empowered leadership.