Patti Chisholm
Accounting Specialist
Patti brings over 20 years of expertise in bookkeeping and accounting to the Lucrum team. Her experience spans various industries, including marketing and advertising, interior design, property management, and professional services - with a focus on small to medium-sized businesses. She particularly values the relationships she develops with her clients.
After earning her accounting degree, Patti began her career in Florida working at an insolvency consulting firm. She then took a career break to raise her family before re-entering the workforce. In 2014, Patti and her family settled in Charlotte and have enjoyed discovering all the state has to offer.
In her free time, Patti loves traveling, attending concerts and sporting events, and spending time on the water with family and friends. At home, she can often be found reading, cooking, or tackling the next organization project.
Is Providing A Company Car A Good Idea? Comparing Company Owned Vehicles vs. Mileage Reimbursements (Plus 2 Real Company Fleet Models That Worked)
Photo above: RAM Pavement, a Charlotte-based paving company renews at least one truck in its fleet with a brand-new vehicle approximately every …
Expenses That Can Be Included In COGS (That Might Surprise You)
Some Cost of Goods Sold (“COGS”) expenditures are obvious (eg. raw materials or subcontractors working on a customer’s job), while others that …
How To Be Prepared For A Business Personal Property Tax Audit: Tips From Bookkeepers & CFOs
By: Jeff Heybruck As a fractional CFO and bookkeeping firm, we’ve gone through our fair share of business personal property audits with …