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Marcus Wallen

Marcus Wallen 

Position: Associate - Business Advisory

Marcus has spent his entire career with Charlton Baker since joining in 2003 and has gained experience in many aspects of accounting. Marcus became a qualified member of Association of Accounting technicians (AAT) in 2006. He has also achieved successes in Personal Tax, Business Tax and Business Compliance as part of the Association of Taxation Technicians (ATT) qualification. He is currently studying towards becoming a member of the Chartered Institute of Management Accountants (CIMA), something which is very important to helping Charlton Baker lead the way and evolve with the changing requirements of business owners and the accounting industry as a whole.

The skills and knowledge he has obtained have assisted in his development into his current role of heading up Team CB’s Business Advisory department. Marcus enjoys working with clients to review both their personal and business goals and targets and putting the correct measures in place to monitor and achieve these.

His day to day activities include preparing budgets and forecasts, analysing Key Performance Indicators (KPIs) and reporting management information for business owners to assist them with business decisions, with the ultimate aim to help them grow and to reach their full potential.

Casestudy

Hatt Health & Movement Clinic

A journey to the Cloud was a great exercise for this rapidly growing business.

READ FULL CASE STUDY