Experience

Trafag USA

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Finance Manager

  • 2021 - Present



Roadmaster Active Suspension, Inc .

• Business Manager and Consultant

  • 2018 - 2021

  Charlotte, NC RAS manufactures and distributes suspension upgrades kits to large vehicles (trucks, RVs, vans). • Responsible for invoicing, A/R, A/P, purchasing, inventory management, and sales & use tax. • Interacted directly with external suppliers and customers. • To avoid inventory shortages from rising sales, doubled lead-times for ordering parts from suppliers. • Assisted in hiring warehouse employees to support growing sales volumes. • Identify new suppliers for parts and ensure… Show more RAS manufactures and distributes suspension upgrades kits to large vehicles (trucks, RVs, vans). • Responsible for invoicing, A/R, A/P, purchasing, inventory management, and sales & use tax. • Interacted directly with external suppliers and customers. • To avoid inventory shortages from rising sales, doubled lead-times for ordering parts from suppliers. • Assisted in hiring warehouse employees to support growing sales volumes. • Identify new suppliers for parts and ensure they were 100% safe. • Streamlined the flow of new orders resulting in saved time and more timely order fulfillment. • Coordinated with the IT team to implement of a new inventory software. Show less



LIZ'S ACCOUNTING AND TAX SERVICE

• Owner | Business Advisor | Process Improvement Consultant

  • 2002 - 2020

  Charlotte, NC Full-service accounting & tax firm providing a range of services, including tax planning & preparation (corporate and individual), accounting, bookkeeping, business planning, payroll and other consulting. • Responsible for all day-to-day operations of the business. • Managed a portfolio of over 60 client relationships across Charlotte and the U.S. • Clients included: construction, automotive, distribution, restaurants/catering and services companies. • Collaborated with CPAs… Show more Full-service accounting & tax firm providing a range of services, including tax planning & preparation (corporate and individual), accounting, bookkeeping, business planning, payroll and other consulting. • Responsible for all day-to-day operations of the business. • Managed a portfolio of over 60 client relationships across Charlotte and the U.S. • Clients included: construction, automotive, distribution, restaurants/catering and services companies. • Collaborated with CPAs, tax attorneys, estate planning attorneys, business valuation consultants, etc. Sample Projects: • Advised a small business on a growth strategy that resulted in a 15% increase in clients. • Collaborated with a business owner on valuing assets and preparing for the sale of a business. • Advised a client on the proper set-up of a workers’ compensation insurance program. • Set up QuickBooks to help a contracting company prepare more accurate estimates. • In response to Covid, helped several small business complete PPP loan requests. Show less



Wally Ross CPA

• Senior Accountant

  • 1999 - 2002

  Charlotte, NC