Our Services

At Porterdale, we understand that as a business leader, you may face many challenges that can make it difficult to achieve your goals. That's where we come in - we sit alongside you to build your financial confidence and guide you towards success.

One of our most popular services is acting as a trusted business advisor to the owner, CEO or Managing Director. Our aim is to provide a fresh, independent, and confidential perspective to help you assess your current financial standing and identify areas for improvement. We typically work with businesses for a day or so a month, during which time we can assist with anything from investment readiness and help with securing funding, to financial performance, costings, and forecasting. In addition, we can introduce you to our wide network of trusted contacts and provide a health check of your finance systems and processes for peace of mind. Let us be your financial partner and help you achieve your goals.

Were so passionate about demystifying business finance that we’ve even developed a free learning community called the Clearview Hub. Here you can access free advice, guides and excel templates, as well as signing up to our integrated forecast software – all completely free!

And what’s more, we’re committed to making our Clearview Hub learning community and its resources free forever.

Investment Readiness
Forecasting, preparing relevant information, dealing with funders and other third parties.

Finance Team & Processes
We can help as your business begins to outgrow the financial capacity and knowledge it currently has. We can support your finance team, which may only be 1 person, and develop an appropriate structure.

Forecasting
Gain confidence through financial forecasting. From standalone weekly cashflows to fully integrated P&L, Balance Sheet and cashflow forecasting models.

Measuring Financial Performance
Templates and advice on monthly management accounts and their use for business decision making.

Product/Service Profitability
Benefit from a detailed profitability review by product or service. Great for new ventures, new projects, restructures, or price changes.

  • “Lindsey works alongside me and my team here, giving amazing support on everyday accounting matters but is also there at busy times like month end and year end. It’s like having our own financial controller that I can refer to and I have the confidence that she’s always there to help if I need her, whenever and with whatever and she always replies promptly. Having Lindsey’s knowledge and experience means that I can concentrate on the day to day running of the finance team while having her back up and I know that anything I pass over is done thoroughly and willingly. I honestly do not know how we would have got through things recently without her, she does a fantastic job.”

    Carly Turner – Finance / HR Manager – IN-PART Publishing Ltd

  • “Steve worked closely alongside us on the successful presentation of financial information for several of our clients’ grant claims. As well as enabling us to deliver robust and well-presented information, Steve ensured that everyone involved in the project gained real confidence and a clear understanding of the key issues involved. Highly recommended!”

    Rachel Fletcher, Managing Director, FCS Associates

  • “I’m not a ‘numbers person’ but thankfully Steve is. He has helped us get a much better understanding of our financial position and through his contacts find the right funding we needed to buy some machinery for our business. A great guy to work with, very knowledgeable and really good at explaining things to a non-numbers person!”

    Kate Shepherd, Owner, Cocoa Confectionary Ltd