Hale Portfolio
Thinking about becoming a Portfolio FD?
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...
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Hale Portfolio
- Jun 19
- 3 min
Using ApprovalMax to Ensure a Robust Purchasing Process
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....
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Hale Portfolio
- Jan 24
- 3 min
Statutory Accounts versus Management Accounts
A question that I’m often asked is "What is the difference between statutory and management accounts?". Both sets of accounts focus on...
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Hale Portfolio
- Dec 14, 2023
- 5 min
How to build a budget for your SME
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...
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Hale Portfolio
- Nov 8, 2023
- 2 min
Why you should think of your business finances as a house
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...
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Hale Portfolio
- Sep 27, 2023
- 4 min
Costings
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...
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Hale Portfolio
- May 2, 2023
- 3 min
What Is Management Information and Eight Reasons You Need It for Your SME
Under the Company’s Act of 2006, Company Directors are required to maintain accounting records which are used to provide annual accounts....
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Hale Portfolio
- Nov 23, 2022
- 5 min
How to Manage Rising Costs and Inflation
As we are all too aware, these are challenging times for business owners. We are currently facing the highest rate of inflation for over...
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Hale Portfolio
- Nov 9, 2022
- 2 min
What it takes to be a good bookkeeper
It seems there is an awareness day for most things and bookkeeping is no exception as this week (7-11th November) is “global bookkeeping...
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Hale Portfolio
- May 24, 2022
- 2 min
5 things I've learnt as my business turns 5
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...
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Hale Portfolio
- Mar 11, 2022
- 5 min
Cashflow management
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...
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Hale Portfolio
- Mar 11, 2022
- 3 min
Late Payments
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...
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Hale Portfolio
- Jul 22, 2021
- 3 min
How to take control over purchasing costs
Having worked with businesses at various stages of their journey, I have seen that in the early stages, the owner will be responsible for...
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Hale Portfolio
- Jul 15, 2021
- 3 min
Risky business
Hands up who saw the pandemic coming? Hands up who was prepared to switch to working from home, deal with supply chain disruption, staff...
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Hale Portfolio
- Jul 15, 2021
- 4 min
Letter to my younger self
Dear Caroline, It is 2017 and after 16 years of practice and industry experience, you are about to launch your own business as a...
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Hale Portfolio
- Jul 15, 2021
- 4 min
How can AI help my business?
What is AI? The term “artificial intelligence” was coined in 1956 by John McCarthy and is defined by The Oxford English Dictionary as...
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Hale Portfolio
- Jul 15, 2021
- 3 min
How to protect your business finances during the pandemic
We are living in uncertain times and facing huge economic challenges. Whilst it feels so much of the situation is out of our control,...
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Hale Portfolio
- Jul 15, 2021
- 2 min
Working From Home
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...
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Hale Portfolio
- Jul 15, 2021
- 3 min
My top tips from a year of networking
This Sunday marks one year since I relaunched Hale Portfolio to offer portfolio finance director services for SMEs across the Yorkshire...
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Hale Portfolio
- Jul 15, 2021
- 4 min
New Year, New You?
Every January, as consumers, we are bombarded with ‘new year, new you’ messages. The setting of new year resolutions can divide opinion,...
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