LISA A.

WAGGONER, CPA
14621 N. 103rd Way
Scottsdale, Arizona 85255
Mobile Phone (480) 650-6149
E-Mail: lw64e3be@westpost.net
RELEVANT SKILLS
Accounting & Financial Analysis Budgeting and Planning
Staff Selection & Development
Project Management Internal Controls & Audit
Corporate Tax Preparation
Acquisition Reviews Controllership
Strong Organizational Skills
PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS
LISA A. WAGGONER, CPA 1991 to Prese
nt
Principal
A financial portfolio outsourcing firm supporting small and medium sized busines
s by providing financial management, tax preparation, bookkeeping, payroll tax s
ervices and general business consulting.
LZ DELTA, LLC 2
008 to 2009
$20M firm operating two motorcycle dealerships selling multiple brands. The com
pany also provides replacement parts sales, service and repair, and warranty rep
air work on behalf of the multiple OEMs.
Chief Financial Officer/Controller
Reported to the CEO. Strategized with CEO on cost saving measures, inventory co
ntrol, and financial alliances. Managed a team of 35 professionals plus suppli
ers with a $20M budget.
* Structured corporate financial department to handle growing needs of business
by improving management reporting for relevant KPIs
* Interfaced with Department of Motor Vehicles regarding licensing issues for ne
w entity
* Managed acquisition of second dealership and subsequently revised all accounti
ng systems at the new location so as to increase revenue by $8M annually
* Sought out and managed new financing sources for customer purchases thereby in
creasing sales 10%
* Established new policies for monitoring warranty work and subsequent collectio
n of billings resulting in 25% increase in warranty collection rate
* Designed and prepared monthly financial statements, sales tax returns, and all
internal financial reports. Implemented a 5 day close process resulting in 50%
efficiency gain in reporting
* Along with other senior management, prepared strategies and goals for entire c
ompany including acquisition of $10M in real estate
SERVICE SOLUTIONS GROUP, LLC, Phoenix, AZ 2004 to 2008
$35M business operating ten locations in four states offering a full range of se
rvice-related activities for kitchen equipment maintenance and repair services t
o the foodservice operations industry. Managed a staff of twelve professionals.
Chief Financial Officer/Controller
Reported to the CEO and board of directors. Primary authority for the company'
s financial management. Developed forecasting recommendations based on total fi
nancial picture and goals. Managed a team of 50 professionals with a $35mm bud
get.
* Established all corporate accounting policies and procedures and directed all
financial accounting and reporting, treasury and cash management, and budget pre
paration and monitoring
* Managed relationship with Swiss financial partner, banks, and vendors
* Key member of team responsible for acquisitions and new branch openings result
ing in 10% annual revenue increase
* Advised company on all tax matters as well as interfacing with local CPA firm
regarding tax preparation
* Advised company on human resource policies and programs as well as 401k report
ing to TPAs
* Managed company annual financial audit as well as 401k plan audit
PARADISE VALLEY HOLDINGS, INC., Scottsdale, AZ 1996 to 2004
$35M company operated 160 locations in 17 states renting durable household produ
cts such as home entertainment equipment, furniture, major appliances, video mer
chandise and jewelry to consumers.
Chief Financial Officer/Controller
Reported to the CEO. Primary authority for the company's financial management, b
udget planning/execution, taxation, payroll, and monthly and annual reporting.
Managed a team of 10 professionals with a $35mm budget.
* Initiated budget policies resulting in tighter control of company assets and g
reater concentration of resources in those areas where needed most
* Negotiated and arranged for $32.5 million of new financing to be used for open
ing new store locations
* Led effort to divest company of unprofitable store locations resulting in $3M
annual savings
* Advised owner of the company on all tax matters, both corporately and personal
ly. Responsible for preparing income and sales tax returns in seventeen states
* Part of a three person team which managed the company in the absence of the ow
ner for almost eighteen months
SOUTH CAROLINA RENTALS, INC., and SOUTHEASTERN RENTS, INC. Scottsdale, AZ (and A
thens, GA)
1991 to 1998
$22M company operated 45 locations renting durable household products to consume
rs.
Chief Financial Officer/Controller
Reported to the CEO. Primary authority for the company's financial management, b
udget planning/execution, taxation, payroll, and monthly and annual reporting.
Managed a team of 10 professionals with a $35mm budget.
* Designed and implemented accounting system for Greenfield operation
* Responsible for oversight of accounting department including all accounts paya
ble, daily cash management, and monthly and annual financial reporting both inte
rnal and external
* Instrumental in negotiating to sell the company at the highest multiple of rev
enues ever reported in the industry (12 times monthly revenues)
WAGGONER AND COMPANY, CPAs, Athens, GA 1985 to 1991
Certified Public accounting firm specializing in tax, write-up and audit engagem
ents for small businesses in a broad variety of enterprises.
Principal/Owner
Major audit clients included city and county governments and large construction
firms. Other clients included manufacturing, service industries, retailing, con
struction, franchise holdings, and joint ventures.

EDUCATION & PROFESSIONAL CERTIFICATION

Bachelor of Business Administration (magna cum laude), University of Georgia, At
hens, Georgia (1983)
Certified Public Accountant - State of Georgia. Certificate Number 7609
Member, American Institute of Certified Public Accountants and Arizona Society o
f CPAs
Arizona Licensed Real Estate Sales Agent
Graduate of Professional Institute of Real Estate - Sales Licensing (2010)