Accountants and Bookeepers Directory

Hi Richard,

I can't comment on their coffee making skills :) however the tick means they are a Clear Books certified training partner

https://www.clearbooks.co.uk/2012/06/01/onsite-training-find-a-trainer-near-you/

Just to add to that, the certified partner training scheme is undergoing a revamp at the mo hence why the likes of me don't have a nice tick next to them - it's not for want of trying.

I make a smashing coffee though...

PS is there any sense to the ordering of that list? Bigger names seem to be fairly early on. Should be on a fair rotation i'd have thought.

Kevin - can you PM me at richard@sotabeams.co.uk please?

Regards Richard

Hi Kevin - that gets my vote. Whilst you can sort them by clicking on the headers the default should really be in alpha order

Best change my name to AAA Platform Accounting then ;-)

I'd still beat you with 123 !

Hello,

The current list is based on the number of clients each partner has. Kevin is slowly getting to the top spot though.

I think the certified training still needs to be checked with our internal team responsible for it. Maybe the list itself will be changed partially.

Vanish

Just to deviate slightly; any news on when the certified trainer programme will be up and running again? I'd certainly like my special little tick at some point ;-)

Hi Kevin,

I have consulted this with my colleague, who will be in contact with you with regards to an update on the certified trainer programme.

Anan

Thoughts as a Partner.

A directory should be just that, a directory.

If, as in this case, you publish a directory with bias, then the bias should be published alongside it. As a small practitioner who prides himself in knowing the system well it is unfair to be placed two thirds of the way down the list just because other firms have more CB clients than I do, regardless of their abilities, better or worse than me.

Therefore, to remove any bias, the default should be alphabetical.

To illustrate, how about if Partners had to compile a directory of all the accounting software providers to inform other partners and users, and compiled it with user base as the list criteria?

Say no more.

The directory should have the option to be in the form of a map. This would make it easier for potential clients to consider firms in their area.

Where is the latest list of Clearbooks software using accountants?

I'm on it and even I haven't got a clue these days if truth be told! ;-)

Hi Gareth,

I am afraid we no longer maintain an accountant directory. My apologies.

All the best,

Mohamed.

So no way of finding a local accountant who uses your software and is familiar with it?

Hi Gareth,

The Clear Books dashboard provides a facility where you can say you’re looking for an accountant. This will send a notification to our account management specialist who will be able to place you with a trusted Clear Books accountant local to you.

All the best,

Mohamed.

Hey Mohamed, where is this functionality to find an accountant? Can we have the list back please, I think most people would prefer that.

Hi Alex,

You can find this here.

All the best,

Mohamed.