Business and financial consulting Tax return preparation

Treasurer, Board of Directors. Responsible for Quickbooks, banking and various administrative duties.

Start-up concept new to United StatesOwned and operated two locationsGrew sales to over $500,000Recruited, trained, and supervisedInventory controlMarketing/Networking strategiesWon corporate marketing award, Columbus Blue Jackets

Implemented financial & operational infrastructure to transition Barbasol brand from Pfizer to Perio which increased its annual sales to $12 million (2400% increase)Established EDI interface with most US retailersImplemented an new accounting system (ACCPAC)Enhanced banking relationshipsInventory controlOptimized shipping costs saving $100,000 annually

Implemented new financial accounting system (Mas 90) to facilitate growth and control inventoryObtained financing of 3 million for company owned facility at a favorable rate and term saving $30,000 annually Changed employee health insurance which resulted in over $25,000 annual savingsEstablished a 401-k retirement with over 90% employee participationImplemented a strategic plan and advisory board to assist the company with annual growth

Obtained $4 million financing and tax abatement for new headquarters and commissary facility. Tax abatement savings of over $500,000.Removed personal guarantee of owners from Line of CreditResponsible for development and implementation of point of sales system for all retail locations which resulted in one-time savings of over $1 million. System used for over 10 years.Implementation of two new financial accounting systemsResponsible for all insurances including implementation of self-insurance health and workers compensation programs resulting in over $250,000 annual savingsAssisted in establishing a franchise system and growing the company from 10 locations to 104 locations in three statesEstablished annual company planning meetingsDesigned a store bonus system to encourage store managers to focus on sales growth and profitabilityEnhanced external accounting and legal relationships

Responsible for planning and completion of audit engagements and tax preparation within budget. First in peer group promoted to manager despite taking one year off to obtain MBA. Passed CPA exam on first attempt.