If you are looking for ways to improve the financial health of your SME in the coming year then my advice as a portfolio finance director...

Small and medium-sized enterprises (SMEs) are the backbone of many economies. However, limited resources and expertise often lead to...

I was recently privileged to be asked to deliver a talk on becoming a portfolio FD by FD Recruit. I have summarised my talk below, and I...

One of the ways I enjoy helping my clients is by setting up systems and processes to help run their SMEs more efficiently and robustly....

A question that I’m often asked is "What is the difference between statutory and management accounts?". Both sets of accounts focus on...

Why is it so important to take the time to set a budget for your SME? Here are the main reasons why I advocate setting a budget is vital...

A core aim of Hale Portfolio is to simplify finance for business owners and I find one of the best ways to do this is to liken a...

Hands up those who can answer the following questions honestly – What is the true cost of making your products? Do you have an idea of...

Under the Company’s Act of 2006, Company Directors are required to maintain accounting records which are used to provide annual accounts....

As we are all too aware, these are challenging times for business owners. We are currently facing the highest rate of inflation for over...

It seems there is an awareness day for most things and bookkeeping is no exception as this week (7-11th November) is “global bookkeeping...

As my business celebrates turning 5 this month, here are 5 things that I’ve learned along the way - 1) Don’t panic that work won’t...

Revenue is vanity, profit is sanity, but cash is king – it is an old saying, but one that I believe to be true, as cashflow issues are...

Chasing late payments is one of the least enjoyable elements of running your own business however it is unavoidable if you don’t want to...

Having worked with businesses at various stages of their journey, I have seen that in the early stages, the owner will be responsible for...

Hands up who saw the pandemic coming? Hands up who was prepared to switch to working from home, deal with supply chain disruption, staff...

Dear Caroline, It is 2017 and after 16 years of practice and industry experience, you are about to launch your own business as a...

What is AI? The term “artificial intelligence” was coined in 1956 by John McCarthy and is defined by The Oxford English Dictionary as...

We are living in uncertain times and facing huge economic challenges. Whilst it feels so much of the situation is out of our control,...

For very obviou s and sensible reasons, a lot more of us will find ourselves working from home for the foreseeable future. For some, it...