Lindsey Owen

Currently working as Finance Project Manager with Porterdale Ltd, Lindsey has over 20 years of experience in accounting and finance for businesses. With that comes a wealth of knowledge from the day-to-day running of the accounts department up to reporting, forecasting and being a part of a leadership team. Having been part of major projects such as new system implementations and premises moves in the past, Lindsey has actively sought out to diversify from the traditional role of Company Accountant to show how the accounts skill set can be applied in other situations. Knowing the importance of robust forecasting models and after years of using Excel to pull together integrated financial forecasts and budgets, when the opportunity to work on the Clearview project came along it was grabbed with both hands. It makes forecasting for profit and loss and cashflow accessible to everyone, no matter how much accounts knowledge they have.

Case Study; Sheffield based businesses partner up to provide industry leading forecasting software

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The Idea One of the largest obstacles companies face when raising new funds, or trying to keep a business afloat, is when owners are asked to prepare financial forecasts. Sheffield-based Steve Carroll heads up Porterdale, a business advisory service who saw many new clients during Covid dealing with this very challenge. During the Covid lockdowns … Read more

5 Instances When a Standalone Forecast is a good idea

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When it comes to planning and forecasting in a business, integration across all areas is usually seen as the most beneficial option. It makes sense; why waste time moving information from one system to another or running separate processes if you can have everything streamlined? But there are occasions where using standalone forecasting software can … Read more

Fuelling Business Growth with Working Capital Funding – a guide for businesses

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In today’s fast-paced world of business, growth is the ultimate goal, but it’s not always easy to achieve. Having access to adequate resources and funding is essential to keep your operations running smoothly and drive expansion. One of the most critical components of a business’s financial health is working capital, which represents the funds available … Read more

Redundancy Costs – What You Need To Know

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The concept of making an employee redundant can be daunting for Company Directors. Not only is it a difficult situation to manage from a personal perspective, but there are also financial considerations to consider. This blog answers the all-important question – what costs will you incur when making staff redundancies? We’ll share everything you need … Read more

Managing Staff Redundancy Costs and Cash Flow

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Redundancy is one of the most challenging decisions any business has to make. As a company director or business owner, it is essential to understand the consequences of staff redundancy and the legal obligations of both employers and employees when faced with redundancy. Managing staff redundancy costs can be complex, but there are steps you … Read more

How To Calculate EBITDA

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As a business owner, you have to navigate through various financial KPIs or key measures to track your company’s profitability and growth. If you’re serious about being in business and making a profit, EBITDA should be high on your priority list of metrics to have a handle on. In a nutshell EBITDA is one of … Read more

Accounting Technology – The Future Of Accountancy

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  It’s no secret that technology is advancing faster than ever before. And as a result, practically every industry out there is feeling the pressure to keep up. If you’re working as an accountant or business advisor or are thinking about starting a career in this field, its important to know how the profession is … Read more

How Is Artificial Intelligence Changing the Accounting Industry?

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Artificial Intelligence in Accounting – Challenges and Benefits It is not news that technology is continuously revolutionising industries. In the coming years, disruptive technology such as artificial intelligence will profoundly impact the employment landscape. It is no surprise, then, that the era has been dubbed the fourth industrial revolution. To that end the accounting and … Read more

Business Budget Planning Tips for Finance Professionals

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As the countdown to year-end looms, finance managers and directors are tasked with crunching numbers and submitting a business budget to answer essential questions like how much money will be allocated to sales next year? Are we profitable, and what ROI if any are we making on investments? With all eyes turning towards to the … Read more