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 the key situations that warrant a Certified Fraud Examiner, from hidden assets and business fraud to elder financial exploitation and legal disputes.
Read a real story of how elder fraud awareness helped stop a financial scam and prevent loss through timely intervention and education.
Learn how to spot election donation scams, avoid fake text and email requests, and protect your financial information during campaign season.