Carlison Morris MBA, FCCA.

Audit and Accountancy

• Financial statement preparation
• IFRS and UKGAAP
• Transition to IFRS
• Financial Services Assurance for banks, funds, and fintech entities
• Mergers and Acquisition mechanics and post-acquisition integration. 
• Demergers and carve-out mechanics
• Financial reports for companies seeking to list on AIM or the full exchange
• Expert witness work

Training and CPD

• Developing CPD plans for finance teams
• Supporting teams applying IFRS for the first time.
• Technical accounting support and advisory work
• Developing an delivery of bespoke Accounting and audit updae courses
• Guest speaking at accountancy and audit events
• Tutoring for professional exams
• Financial training for Non-Execs and trustees

Financial controls and process improvement

• Review and redesign of financial control systems
• Development and implementation of accounting manuals and SOP documents. 
• Rebuild and restrucuring finance teams

Audit and Assurance Quality improvements

• Whole firm reviews and preparation for RSB monitoring visits
• Audit quality reviews (Hot and Cold file reviews)

Mediation

• Mediating civil and commercial disputes
• Mediating workplace and emloyment disputes

Responsible Individual:

Association of Chartered Certified Accountants (ACCA) 

Institute of Chartered Accountants of England and Wales (ICAEW) 

Guest Speaker:

ACCA

ICAEW 

Baker Tilly International

Baker Tilly BVI

Baker Tilly Bahamas

Bahamas Institute of Chartered Accountants (BICA)

Professional Memberships:

Fellow of the ACCA

Affiliate Member of the Civil Mediation Council (CMC)

Member of the Society of Mediators (SOM) 

Civil & Commercial Mediation - Foundation course (March 2025)

Workplace Mediation - Foundation course (October 2025)

Oxford Senior Leadership Executive Programme (October 2024)

MBA, Oxford Brookes University (July 2015)

FCCA, ACCA Fellow (December 2006)

GCSE Advanced -Levels:

• Accountancy
• Business Management,
• Economics,
• General Paper

CXC Ordinary -Levels:

• Accountancy,
• Biology
• Business Studies,
• English,
• English Literature,
• History,
• Mathematics,