Hale Portfolio was established in 2017 by Caroline Hale, an experienced and commercially focused Finance Director with the aim of Simplifying Finance for business owners.

Having started her accountancy career at one of the ‘Big 4’ firms, Caroline has worked in all sizes of businesses from Start-Ups to International PLCs and has nearly a decade of experience as a Finance Director of an SME. Her broad industry experience includes: Manufacturing, Engineering, Retail, Energy & Construction, Leisure & Tourism and Estates & Facilities.

Caroline is adept at tailoring her skills and experience within large corporates to benefit smaller businesses. She has a passion to help business owners achieve their potential and would love to hear from you to see how Hale Portfolio can help your business to thrive.

Our Services
Caroline Hale
quickbooks certified proadvisor
quickbooks advanced certified proadvisor



Our starting point is always to carry out a thorough review of the business’s current health with senior management. Key areas of consideration include profit & loss, balance sheet health, cash position, reporting, compliance, business processes and controls.

We will then provide an action plan centered upon achievable goals to implement together. This allows the business owner to focus on what they enjoy about their business, knowing that we are taking care of the financial details.

All successful businesses are built on strong foundations and we ensure organisation appropriate systems, processes and controls are embedded into your team.

Systems, Bookkeeping and Payroll

We would recommend using a cloud-based accounting package, which provides you, your management team and ourselves flexible access.

Depending upon your needs we can either implement this for you and provide bookkeeping and payroll services or train your own team to make the most of these user-friendly packages.

Risks, Processes and Controls

Using our extensive experience, we can advise on areas of risk that your business may be exposed to and implement appropriate processes to manage these risks. This provides peace of mind to business owners, knowing that systems are in place to keep their business safe.

Financial Accounts, Taxes and Corporate Returns

All Companies must complete financial accounts and corporation tax returns. We ensure this is a painless process for you and your business.

Productivity and Profitability Improvements

We work with business owners and management teams to gain an understanding of what is driving your business.

By gathering insightful financial information and ensuring it is shared with the right people at the right times, we can help improve productivity and profitability and drive the business forward.

Cash Flow Focus

“Cash is King” and even profitable businesses can fold if they run out of cash or cannot access funding.

We can create cash flow management strategies that allow you to achieve your business goals.

Furthermore, we can help establish positive relationships with banking and finance providers which opens the door to additional lending, if required.  We have experience in gaining grants from regional development funds and can advise on appropriate options for your business.




By gaining a thorough understanding of your business and KPIs, we can provide the financial information required to help improve productivity and profitability.
We can ensure that structural and compliance processes are in place, providing you with peace of mind. By working with business owners and management teams, we create strategic plans that focus on achievable financial goals.

An accountant focuses on taxation and past statutory reporting. Hale Portfolio will help drive the future of your business by focusing on efficiency, compliance
and strategy.

We become part of the team and our services complement the work of others.

By only paying for the services that your business needs, Hale Portfolio is a cost-effective solution.

Whether your business needs one-off or frequent support, our flexible approach means we will be able to help.


Our Clients.


“Caroline is an exceptionally diligent and thorough individual, able to concentrate on the finer details as well as the bigger picture.”

Pete – Petrol Head Tours


“Caroline brings great financial skills to the business and is fundamental in the control of our finances. She has good cash management skills and a passion to all things finance.”

Paul – Walker Bros. (Elland) Ltd

Insight and News

Insight and News.


Contact Us



To see how we can work together, get in touch for a free, no obligation discussion by filling the form or contacting us at enquiries@haleportfolio.co.uk