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Most people go into business to deliver the product or service that they are passionate and knowledgeable about. However, it is often the reality that finance, accounting, and bookkeeping become an overwhelming part of the SME’s owner’s role. These finance tasks may not be an area that the owner is especially interested or confident in and so slip to the bottom of the to-do list.  This can cause stress, anxiety, and sleepless nights. 

This is where Hale Portfolio can help! We are interested and confident in these finance tasks and we enjoy delving into the details to make sense of where a business has been and where it is going through the numbers it produces. We love to deliver financial order, efficiency, and understanding by providing flexible, part-time finance director expertise and bookkeeping services.  

We are proud to help our clients in the following ways –


  • Upgrading accounting and payroll systems 

  • Improving administrative efficiency

  • Implementing regular management reporting

  • Ensuring all financial compliance activities are up to date

  • Risk analysis and controls


  • Developing budgets, financial models and business plans

  • Cash-flow forecasting and management

  • Identification of cost reductions and profitability improvements

  • Grant applications and support to find funding for growth


  • Acting as an objective sounding board

  • Helping to manage external stakeholder relationships


Hale Portfolio also offers the following services to our clients -

  • ​Bookkeeping 

  • Sales and purchase ledger processing

  • Cash transaction processing

  • VAT returns 

  • CIS returns

  • Fixed asset management

  • Payroll including PAYE submissions 

  • Preparation of management reports including Profit and Loss, Balance Sheet, and Cashflow reports

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