Uncovering Financial Deception: Lisa Carroll Featured on the Carlsbad Chamber Podcast
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)