I’ve been in the Clear Books support team for nearly six months and so far so good. I have enjoyed learning all about the software, helping out customers and evolving with the team.
I’m no accountant by any stretch, but I enjoy numbers, I like people and I’m great with Clear Books. However, I was missing that added bit of something – and I now know what that was.
I was asked if I’d like to spend a week working with one of our Accounting Partners, Beaufort Chancery. Roger Moore (I kid you not) welcomed me into his practice for five days of work experience where I was able to work with Clear Books from an accountant’s perspective.
My main responsibilities included migrating a client over to Clear Books from another accounting provider. Setting up clients on Clear Books includes importing their customers and supplier’s data, as well as processing bank transactions for the last financial year. All statements had to be imported or recreated in the system so in order to keep track of money which had been received or owed.
As some of you may know, you can now process your payroll with Open Payroll, a payroll platform created by the Clear Books team. The introduction of Open Payroll to Beaufort coincided with the start of the new financial year so it was great for them and myself to enter all client details into the system and prepare them for upcoming payroll.
Overall I had a great week and feel the experience I have gained working with one of our Accounting Partners has strengthened my system knowledge, bringing me more confidence, understanding and empathy towards our customer base!
