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Get funding ready – Our guide to the three essentials

By Steve Carroll | 16 July 2024

A business at any stage in their evolution can be looking for funding. Whether this is equity, loans or grants you’ll need to have 3 pillars of financial information as part of the application process.   To improve your chances of success, get investment ready. 3 things you’ll need when applying for funding – these tell … Read more

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

By Lindsey Owen | 30 April 2024

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

Reviewing and Understanding Costs – A Guide for Business Owners

By Steve Carroll | 10 October 2023

  As the end of the year is quickly approaching, it’s important to take a step back and review the cost of running your business. It’s essential to periodically review business costs, especially in times like these, as we continue to experience price increases, supply chain pressures, and continued inflation.  Most businesses no matter what … Read more

5 Instances When a Standalone Forecast is a good idea

By Lindsey Owen | 26 September 2023

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

Helping Clients plan for 2024: 5 key tasks to do now

By Steve Carroll | 15 September 2023

As 2023 draws to a close, it’s good practice to start looking ahead and plan for the future of your client’s business. It is often the case that clients themselves may be too busy delivering their service to do this, so its  valuable to clients to do the strategic work for them. If they are … Read more