Dan Robertson joined Clear Vision Financial Management in 2017 as a trainee accountant. After completing his A Levels at Peter Symonds College, Dan decided to enter the world of accountancy.
He is currently studying towards the AAT Level 4 qualification and after completion, Clear Vision Financial Management will continue to support Dan with further studies such as ACCA. Dan was promoted to Client Account Manager in December 2018 and then Senior Client Account Manager in June 2020.
Since joining Clear Vision Financial Management, Dan has provided accounting services to a wide variety of clients including bookkeeping activities, management of payroll processes and working with the management team on management accounts and other services.
The Clear Vision Financial Management business has grown significantly and Dan has provided much needed support during this period, especially with the acquisition of Your Smart team at the beginning of 2020. The expansion will provide the opportunity for the firm to expand across the south coast providing accounting support and business advice to small businesses.
Dan Robertson, Senior Manager said, “Working at Clear Vision Financial Management has provided me with the opportunity to begin my accountancy training whilst gaining some valuable experience. I am looking forward to being a part of the business as it continues to grow”.
If you need any help or support with your accounting needs, please get in touch with the Clear Vision Financial Management team, call us on 01794 330025 or email us