When you're running a business with multiple departments, it's easy for performance to get lost in the overall numbers.  A small manufacturing business came to us with exactly this problem. They had a gut feeling that one side of their operation was underperforming but without clear data to back it up, making any significant changes felt like a gamble.

We’re a bit of a different set up here at Porterdale. You’ll see a lot of Fractional Finance Directors and CFOs out there, but not many Fractional Financial Controllers. We have both and believe that makes us a great partner for your business.

The monthly management meeting had become tense. The numbers were there, but the report wasn’t helping anyone understand the business. The directors wanted a clearer view of gross margin, but the standard P&L coming from the accounting system buried the information they needed in pages of data.

You’re a business owner or director. The end of your financial year is approaching, so you need to submit your accounts and pay the right amount of tax. At the same time, you’re deciding whether to open a second location, take on more staff, and whether you can actually afford it…

Surprisingly, this case study reflects the experiences of more than one client. We regularly hear from business owners who feel that their accountants make them feel stupid — through curt responses, a lack of explanation, or minimal support.

Sometimes a really small business asks us for help. This case study is about one of those — a brilliant one-person business, juggling everything and occasionally dropping a few balls along the way. Bookkeeping was one of the things getting dropped.

A family run business had a small finance team of one full time and two part time members of staff. Their newly appointed operations manager soon found that processes were being performed manually instead of using the systems available.

A finance broker was working alongside us on a £100,000+ funding application for a client. We needed to tailor the financial forecasts to reflect the types of funding being considered.

Our client needed a report to give an indication of where the month end numbers could end up in the monthly management accounts before they were issued.

Our client needed a better way to report their month end accounts. Due to the nature of their business, standard Sage reports were not suitable.

Following a thorough bank reconciliation for a client, including PayPal and Shopify receipts from their e-commerce trading, we discovered that a lot of online sales were not captured.

A growing business had reached the stage where their financial needs were outgrowing the small finance team…

For one entrepreneur, with the help of Sheffield based business advisory company Porterdale, a simple hobby transformed into a thriving business.

In the competitive landscape of manufacturing, companies often face the challenge of scaling their operations without compromising financial stability.

We’ve teamed up with Sheffield based software development company to help customers prepare financial forecasts digitally.