About L2 CFO

L2 CFO Services helps growing real estate, construction, and professional services firms gain financial clarity and plan with confidence. Through streamlined systems and forward looking guidance, we partner with your in house accounting team to help you forecast, understand what needs attention, and confidently decide where you are going and how to get there.

With over 15 years of experience, our team brings a unique balance of clear financial systems and forward thinking so you’re never flying blind into the future of your business.

Meet The Team

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Kari Lee, CPA is a fractional CFO and co‑founder at L2 with over 15 years of senior leadership experience across manufacturing, construction, professional services, and not‑for‑profit organizations. She specializes in automation, complex budgeting and forecasting, cash flow and refinancing, and M&A readiness for multi‑entity organizations. Kari is known for stepping into complexity quickly, bringing structure where it’s missing, and translating financial data into clear, actionable insight for owners, boards, and leadership teams.

At L2, Kari serves as a trusted thought partner to founders and executive teams, bridging day‑to‑day financial stewardship with long‑term strategy. Her work is practical, relational, and values‑driven, shaped by a Christian faith that informs how she leads, serves, and builds trust. Outside of work, Kari is the proud mom of two boys—now young men—and loves to travel, hike, and spend time outdoors with her dog. These interests reflect the groundedness, balance, and perspective she brings to leadership and life.

Kari Lee

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Robert Lee, CPA, is a business advisor and leader with deep experience helping organizations understand how they’re performing and how to improve. With a foundation in public practice accounting and senior leadership roles across manufacturing, forestry, real estate development, and advisory services, Rob brings a practical, operator‑minded approach to finance and business strategy. He specializes in translating financial and operational data into clear insight, strengthening leadership teams, improving processes, and supporting sustainable growth. Known for his collaborative leadership style, Rob works closely with owners and management teams to create clarity, accountability, and forward momentum.

Outside of his professional work, Rob is grounded by family, faith, and community. He and his wife Kari have been together for 16 years after meeting in college and are proud parents of two sons now in their twenties. They value time spent simply and intentionally — often outdoors with their dog — and place a high priority on strong friendships and meaningful community connections. This steady, down‑to‑earth perspective carries into Rob’s work as well, shaping how he builds trust, leads with care, and helps businesses become healthier, more resilient places to work and grow.

Robert Lee

Ready for clarity on where your business is headed?

Book a consultation to see if we’re a good fit to help you make better financial decisions with confidence.