Charlotte Lishman ACA
My specialisms and expertise:
- Owner-managed businesses
- Preparation of financial statements & management accounts
- Large & multi-national group audits
- Company sales
- Financial reporting
About
Having joined Grunberg & Co in July 2012 as an AAT Trainee, I achieved the ACA qualification in December 2016 and I am now an Associate Director.
During my time with the firm, I have been responsible for leading many large and multi-national group audits, mentoring junior members of team and overseeing the preparation of unincorporated accounts.
I also work closely with Partner, Alex Kossoff, on the management of his portfolio, supporting a range of clients from self-employed or newly incorporated businesses through to established groups of companies. This involves day to day queries, preparation of year-end financial statements, managing group audits and additional support in between.
Approach to work
I would describe myself as a perfectionist and I believe attention to detail is very important. That is why I aim to ensure clients always feel supported and confident in both their financial reporting and day to day operations.
I am proactive and try to do my best to pre-empt needs before they arise, which many clients value.