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Jenny Trethewey

Jenny Trethewey

Person

Yealmpton Accountants logo Yealmpton Accountants · champion

Practice Manager and CRM champion at Yealmpton Accountants. She led onboarding and adoption and asked 53% of the organisation's questions in the 12 months before her account was deactivated on 27 Feb 2026. The evidence does not show why.

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Who they are

Insight

As at Fri 9 Oct 2026

Practice Manager and CRM champion at Yealmpton Accountants. She led onboarding and adoption and asked 53% of the organisation's questions in the 12 months before her account was deactivated on 27 Feb 2026. The evidence does not show why.

Role: Practice Manager and day-to-day owner of the Starter deployment. She was a non-admin platform user from 25 Sep 2024. Her account was deactivated on 27 Feb 2026, and the evidence does not show whether she left the practice.

Influence: She shaped adoption and reported use to Daniel Okafor, but Managing Partner Nicholas Pengelly decides price. On 15 Aug 2025 she said some people had drifted back to spreadsheets over distrust of the fee numbers.

Watch: Her share of questions fell from 53% to 22% over the latest 12 months. With her account deactivated, the champion and key-person risk is open, and nothing shows who now speaks for the client managers.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

OrganisationTitleRoleEmail
Yealmpton AccountantsPractice Managerchampionjenny.trethewey@yealmpton.example
CRMmade from

Activity

  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+41
  • 11 Nov 2025email threadInvitation: BG-Demo webinar on 20 Nov 2025 Alice Brewer, Jenny TretheweyYealmpton Accountants logoAlice BrewerJenny Trethewey
  • 31 Oct 2025ticketAdding a team member to the fees view Jenny Trethewey, Olivia GrantYealmpton Accountants logoJenny TretheweyOlivia Grant
  • 29 Oct 2025callYealmpton Accountants / BG-Demo – Check In Daniel Okafor, Jenny TretheweyYealmpton Accountants logoDaniel OkaforJenny Trethewey
  • 23 Oct 2025email threadCheck-in next month Daniel Okafor, Jenny TretheweyYealmpton Accountants logoDaniel OkaforJenny Trethewey
  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Douglas Entwistle, Niamh Fahy, Jenny Trethewey, Sofie Bech, Samina Akram, Dawn Spowage, Terence Bradley, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+25
  • 15 Aug 2025callYealmpton Accountants / BG-Demo – Renewal Daniel Okafor, Priya Raman, Nicholas Pengelly, Jenny Trethewey, Roger YeoYealmpton Accountants logoDaniel OkaforPriya RamanNicholas Pengelly+2
  • 24 Jun 2025dealYealmpton Accountants – Renewal Priya Raman, Jenny TretheweyYealmpton Accountants logoPriya RamanJenny Trethewey
  • 23 Jun 2025ticketInvoice amount doesn't match agreed price Jenny Trethewey, Olivia GrantYealmpton Accountants logoJenny TretheweyOlivia Grant
  • 12 Jun 2025eventBG-Demo Customer Day Sofia Marchetti, Callum Reid, Kofi Mensah, Joanne Platt, Rob Ellery, Ravi Atherton, Toby Underwood, Neil Entwistle, Gemma Yates, Emma Croft, Jess Dobson, Natasha Greaves, Elaine Turvey, Sukhvinder Dhillon, Paula Mortimer, Yasmin Chaudhry, Sunita Bains, Paula Rennie, Huw Bevan, Owain Jenkins, Brenda Oldroyd, Anita Mistry, Clive Wardle, Phil Royston, Daisy Howes, Becky Lawton, Malcolm Hebden, Gareth Lumb, Gillian Thewlis, Karen Oxley, Kamal Hussein, Jenny Trethewey, Lynne Featherstone, Trevor Bulmer, Kayleigh Pounder, Irene Coulson, Linnea Holm, Erik Wallin, Sofie Bech, Anders Thomsen, Fiona Marsden, Bryony Searle, Wes Jago, Matt Colenso, Lauren Pilkington, Stuart Haworth, Carl Whittle, Joe Mallinson, Aisha Bukhari, Ryan Heslop, Fiona Drummond, Fraser McAllister, Iain Lumsden, Zoe Kendrick, Trevor Mayhew, Paul Ottaway, Anthony Garrow, Sue Ditchfield, Liam Corner, Rebecca Oakes, Vikram SethiSofia MarchettiCallum ReidKofi Mensah+58
  • 17 Apr 2025eventBG-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Fraser Moncrieff, Ailsa Pringle, Lynn Staniforth, Wouter Kok, Liam Sedgwick, Jenny Trethewey, Geoff Lamb, Louise Sutcliffe, Hans Kok, Robin Gittins, Faye Lund, Niels van Leeuwen, Julien Faure, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+32
  • 3 Mar 2025callYealmpton Accountants / BG-Demo – Check In Daniel Okafor, Jenny TretheweyYealmpton Accountants logoDaniel OkaforJenny Trethewey
  • 8 Nov 2024callYealmpton Accountants / BG-Demo – Training Callie Brennan, Jenny Trethewey, Zoe HockingYealmpton Accountants logoCallie BrennanJenny TretheweyZoe Hocking
  • 29 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding Callie Brennan, Zoe Hocking, Jenny TretheweyYealmpton Accountants logoCallie BrennanZoe HockingJenny Trethewey
  • 17 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding Callie Brennan, Zoe Hocking, Jenny TretheweyYealmpton Accountants logoCallie BrennanZoe HockingJenny Trethewey
  • 3 Oct 2024callYealmpton Accountants / BG-Demo – Onboarding Callie Brennan, Zoe Hocking, Jenny TretheweyYealmpton Accountants logoCallie BrennanZoe HockingJenny Trethewey
  • 26 Sep 2024email threadFollow-up from the kickoff Callie Brennan, Daniel Okafor, Jenny Trethewey, Zoe HockingYealmpton Accountants logoCallie BrennanDaniel OkaforJenny Trethewey+1
  • 25 Sep 2024callYealmpton Accountants / BG-Demo – Kickoff Callie Brennan, Daniel Okafor, Jenny Trethewey, Zoe HockingYealmpton Accountants logoCallie BrennanDaniel OkaforJenny Trethewey+1
  • 6 Aug 2024callYealmpton Accountants / BG-Demo – Proposal Priya Raman, Jenny Trethewey, Nicholas PengellyYealmpton Accountants logoPriya RamanJenny TretheweyNicholas Pengelly
  • 22 Jul 2024callYealmpton Accountants / BG-Demo – Demo Priya Raman, Hannah Lowe, Jenny Trethewey, Zoe HockingYealmpton Accountants logoPriya RamanHannah LoweJenny Trethewey+1
  • 1 Jul 2024callYealmpton Accountants / BG-Demo – Discovery Priya Raman, Jenny TretheweyYealmpton Accountants logoPriya RamanJenny Trethewey
  • 11 Jun 2024dealYealmpton Accountants – New Priya Raman, Jenny TretheweyYealmpton Accountants logoPriya RamanJenny Trethewey
CRMmade from

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BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
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Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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