Sean Daniel
Managing Director
Clear Vision Financial Management Limited
Accountant · Love Lane, 3 Victoria Place, Romsey, England
Specialist
Making Tax Digital VAT Re…
Specialist
Xero Migration
Partner status
Platinum champion partner
Experience
Partner since 2015
Certification
Xero advisor certified
Certification
Xero payroll certified
About us
Located in the Romsey and Poole, the accountancy team at Clear Vision are well-known for their ethos, prioritising a customer focus, honesty, clear communication and personal service. Friendly, open and communicative, Clear Vision provides a personal and transparent financial service to all of our clients.
We understand the unique financial needs of each individual and offer tailored solutions that tackle their concerns and enable them to plan for the future. With a broad portfolio of business and individual clients spread across a range of sectors and industries, Clear Vision has the in-house expertise to address all aspects of a client’s financial affairs.
Affiliations
- Association of Accounting Technicians (UK)
- Chartered Institute of Management Accountants
Meet the team
Clear Vision Financial Management Limited advisors: 18 - Xero certifications: 5
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Clear Vision Financial Management Limited: Bank experience
Clients of Clear Vision Financial Management Limited connect to a range of banks via Xero. Clear Vision Financial Management Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
Bank connections
- Allica Bank
- American Express (UK)
- Barclaycard Business
- Barclays Business (UK)
- Barclays Corporate (UK)
- Barclays Personal (UK)
- Capital on Tap
- EqualsMoney
- HSBC Business (UK)
- HSBC Corporate (UK) - HSBCnet
- HSBC Kinetic
- HSBC Personal (UK)
- Halifax
- Lloyds Business (UK)
- Metro Bank (UK)
- Monzo Business
- NatWest
- Nationwide Building Society
- PayPal
- Pleo
- Revolut
- Royal Bank of Scotland (RBS)
- Santander (UK)
- Soldo
- Starling Bank
- Stripe
- TSB (UK)
- The Co-operative Bank (UK)
- Tide
- Virgin Money (UK)
- Wise Business
Clear Vision Financial Management Limited: Industry experience
Clear Vision Financial Management Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Industries Served
- Accommodation and hospitality
- Administration and support services
- Agriculture
- Arts and recreation
- Construction and trades
- E-commerce
- Education
- Finance and insurance
- Healthcare and social services
- Manufacturing
- Marketing, advertising and consulting
- Media and communications
- Not-for-profit
- Professional services
- Public administration
- Real estate and hiring services
- Repairs and personal services
- Retail
- Transportation and storage
- Utilities
Clear Vision Financial Management Limited : App experience
Clear Vision Financial Management Limited serves clients who use 6 different apps that connect and integrate with Xero.
Connected apps
Find us
Clear Vision Financial Management Limited has offices in 2 locations
- Romsey
Love Lane, 3 Victoria Place, Romsey, SO51 8DE, England
- Poole
BH17 7FJ, A11 Arena Business Park, Holyrood Close, Poole, BH17 7FJ, England
New to Xero? Clear Vision Financial Management Limited can help
Xero is beautiful online accounting software for smaller businesses. Clear Vision Financial Management Limited can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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Partner since 2015
Please note, Xero doesn't guarantee the service of any one advisor
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.