As a Certified Financial Analyst and Chartered Accountant, my role within our Lanteri Partners’ team is working alongside small businesses to hit key business goals.
By analysing their strengths, weaknesses and opportunities for improvement, I bring a holistic view of business and personal financial positions into one to help them grow and, ultimately, get the monetary outcome they want.
Being given the freedom to go beyond the scope of a normal business adviser, allowing me to do the best I can for our clients, is one the key aspects that impresses me about Lanteri Partners. Working for a company that encourages flexibility is invaluable for my role, particularly when reacting to the impacts upon small business.
A great example of this is being able to go out and meet clients, face to face in their workplaces. I can get an in-depth understanding of their business, their processes and how they operate, while they’re in the comfort of their own environment.