AN INTERN from Romsey passed his exams at a career-opening financial management firm.
Romsey and Poole-based accounting firm Clear Vision Financial Management is celebrating its success after Dan Robertson and James Burville obtained their AAT Level 4 qualification this year.
Dan Robertson joined Clear Vision Financial Management’s Romsey office in September 2017 as a trainee accountant after graduating from Peter Symonds College. He was promoted to Senior Client Account Manager in 2020.
While at Clear Vision Financial Management, Dan provided accounting services to a wide variety of clients, including coding and posting purchase invoices, preparing sales invoices, and completing and submitting statements. VAT and newspaper publication in ledgers.
Today, he works alongside the management team to assist in the production of management accounts, statutory accounts, corporate income tax returns and personal income tax returns.
Joining the team as an accountant in the midst of the first foreclosure, James Burville also completed the AAT Level 4 qualification. James works closely with a number of clients providing accounting, payroll and VAT services.
As a growing company, Clear Vision Financial Management provides training opportunities for various team members to ensure they receive the technical training required to support their clients.
Sean Daniel, Managing Director, said: “Despite a busy time for the company, Dan and James have both achieved their AAT Level 4 qualification, which allows us to provide excellent service to our growing customer base. ”