David Rose Email & Phone Number

Edinburgh, Scotland, United Kingdom

Develop and manage a portfolio of key accountants who focus on the contractor and freelancer market.Ensure high levels of client satisfaction and maintain FreeAgent’s excellent reputation within this sector.Negotiate mutually beneficial commercial agreements.Provide mentoring and technical advice to support less experienced colleagues.FreeAgent - Based in Edinburgh, established in 2007. Now part of the NatWest Group. Multiple Award winning company. Trusted by 160,000+ businesses, FreeAgent helps both the practice and clients to nail the daily admin. Bookkeeping, accounting, payroll, tax, all made more straightforward. Working with real-time accounting data creates an opportunity for accountants looking to simplify client management, data capture, save time and grow a profitable practice.Features and Benefits include:Award winning, free UK-based telephone, web chat and email support, for both practices and end usersAward winning free mobile appUnlimited open bank feeds.Up to 95% of bank transactions reconciled by our “Guess” feature based on AI and machine learningFlexible reporting, including P&L, balance sheet, aged debtors/creditors and trial balanceUpcoming tax liabilities and deadlines displayed on the Tax Timeline, with automatic reminders to ensure clients do not miss HMRC deadlines.Run bulk payroll and submit RTI directly to HMRCComprehensive VAT support, including cash and invoice basisGenerate and file MTD compliant VAT returns direct to HMRCOptionional End of Year accounts and Corporation Tax filing directly to Companies House and HMRCSelf Assessment calculation and optional submissionAutomatic creation of dividend vouchersMost importantly, it is easy to use Cloud Accounting, for you and your clients.Contact me on;david.rose@freeagent.com07826 840154

Edinburgh, United Kingdom

Senior Partner Manager - deepening strategic commercial relationships with key partner accountancy practices who focus on the Contractor and Freelancer markets. Developing and implementing plans to ensure the achievement of mutually beneficial targets. Negotiating commercial terms. Providing on site training and advice to new and existing practices. Creating efficiencies, accelerating growth and generating profits.

One Edinburgh Quay 133 Fountainbridge Edinburgh Scotland United Kingdom Eh3 9Q

Partner Manager - deepening strategic relationships with key partner accountancy practices who focus on the Contractor and Freelancer markets. Developing and implementing plans to ensure the achievement of mutually beneficial targets.

105 - 107 Easter Road Ed

Direct and enhance Sales, Marketing and Customer Service experience in the provision of tax and accountancy services to start ups, small business, sole traders and private individuals.

Glasgow, United Kingdom

Plan, develop and implement the operations strategy for the division, including IT system and operating procedures, to meet RK Harrison Group and Regulatory requirements. Project managed integration process for IRC Europe into RK Harrison, including IT, Regulatory issues, along with drafting, implementing and enforcing new policies and procedures.Redesigned broking system and briefed external IT consultants to migrate data and procedures into parent company's operating domain.

Glasgow, United Kingdom

IRC provided credit insurance for businesses large and small throughout the UK. Director of Operational, Systems and Compliance.Achieved Approved Person status with the FSA in 2005Spearheaded and achieved essential FSA accreditation, within challenging 18 month timeframe. This ensured IRC’s continued ability to trade, and required both procedural and cultural change to operate within constraints of external regulators. This company was acquired by RK Harrison Group in November 2007

Glasgow, United Kingdom

Promote, maintain and grow a £2m book of direct domestic and export credit insurance business, throughout Scotland, Ireland and Northern England. Achieved a 95% retention rate through close account management.Various Sales training course including Huthwaite SPIN and Key Account Sales

Edinburgh, Falkirk And Glasgow

Set and achieve Profit, Growth and Expenditure budgets for the office. Manage up to 10 members of staff with all related issues of hiring, training, appraisals and disciplinary procedures.Selected for the first Quality Circle team in 1987 to devise the UK acquisition strategy for the company.

Business Studies

Achieved Approved Person status with the FSA in 2005 Studied 2 Business Studies courses at Napier College. 3 Highers and 6 O grades.

Education record

Education record