Uncovering Financial Deception: Lisa Carroll Featured on the Carlsbad Chamber Podcast
October 7, 2025
Lisa Talks Forensic Bookkeeping & Fraud Prevention
Our president, Lisa Carroll, joined Bret Schanzenbach on the Carlsbad Chamber’s podcast, Carlsbad: People, Purpose and Impact, for “Uncovering Financial Deception: Lisa Carroll on Forensic Bookkeeping and Fraud Prevention.”
Lisa shares how she evolved from bookkeeping cleanups to Certified Fraud Examiner, why court-ready, plain-English reports matter, and the red flags she sees in business disputes and family-law cases. She also touches on protecting seniors from modern scams—yes, even AI voice cloning—and the simple rule that saves people money: pause, verify, then act.
Highlights:
- Turning messy ledgers into clear, evidence-backed findings
- Neutral, fact-first analysis judges can understand
- Common fraud patterns businesses (and partners) miss
- Practical steps for seniors & families to avoid scams (incl. IC3.gov)
Learn what to expect when hiring a forensic accountant for a family law case, from engagement and document review to reporting and testimony.
Bookkeeping and fraud examination solve different problems. Here's how they differ, and how to know which one your business actually needs.
Isolation makes seniors prime targets for scammers. Learn why connection is the strongest protection against elder fraud, and where to get help.