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Marc Levy

Partner

Audit, Assurance & Advisory

Marc.Levy@Blickrothenberg.com

Find me on LinkedIn

+44 (020) 7440 2303

I am an experienced general practice Partner who seeks to build strong working relationships with clients based on trust and a friendly and proactive approach, while responding quickly to any issues arising.

I joined Blick Rothenberg in May 2021, with over 20 years of experience in professional practice. Before this, I was a Partner at an independent West End firm of accountants for more than a decade, having originally trained in audit and qualified at a Big-4 firm.

I have extensive experience across a number of industry sectors including international groups, technology, hospitality, real estate, charities, barristers’ chambers, start-ups and a wide variety of owner-managed businesses.

I grew up working in a family-run wholesale business, experiencing first hand issues in connection with profit margins, working capital requirements, supply-chain management, expansion and contraction, property and staffing matters. This exposure gave me a passion for understanding the nuances of how each business works and how, as a trusted advisor, I can help my clients in dealing with the complexities of their business affairs.

As well as providing audit, accounting, tax and general corporate services, I have a particular interest in the technical aspects of audit and accounting, giving clear and expert advice to clients in a manner which they understand, as well as providing internal support to my colleagues and assisting with the development of trainees. I take pride in delivering a high quality service in accordance with approved professional standards.

Both in my professional and personal life, I have a particular interest in the not-for-profit sector. I am proud to be a Trustee of Britain’s leading Anglo-Jewish Sports, Health and Wellbeing Charity, and have acted for a wide variety of charitable organisations including grant-making trusts, educational programmes and water, low carbon and sustainability projects.

Specialist areas

  • Advising on audit, accounting and tax matters
  • Advising charities on compliance with the SORP, fundraising and good governance procedures

Qualifications and positions of note

  • Fellow of the Institute of Chartered Accountants in England and Wales
  • Member of the ICAEW Audit & Assurance and Financial Reporting faculties

I am based at

Covent Garden

Contact Marc

Insights

14 October 2022

Guide to cash-flow forecasting

A cash-flow forecast or projection is an estimation of the cash coming into and going out of your business.

Marc Levy 24 May 2022

Inflation is forcing more companies into having audits which will cost more

As inflation increases, many companies which were previously small and did not require an audit will now fall into the audit regime.

29 March 2022

Annual Tax on Enveloped Dwellings ‘ATED’ – Are you liable?

We would like to take the opportunity to remind business owners of the criteria for filing an ‘ATED’ return.