Hale Portfolio

Accountant · Saint Thomas's Way, Green Hammerton, England

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About us

Founded by Caroline Hale in 2017, Hale Portfolio provides flexible FD expertise and bookkeeping services. We deliver financial order and understanding to help drive effective decision-making for SMEs.

Affiliations

Institute of Chartered Accountants in England and Wales

Meet the team

Hale Portfolio advisors: 4 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Caroline Hale

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Hale Portfolio: Bank experience

Clients of Hale Portfolio connect to a range of banks via Xero. Hale Portfolio specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Lloyds Business (UK)
NatWest

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Hale Portfolio: Industry experience

Hale Portfolio works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Agriculture
Professional services

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Hale Portfolio : App experience

Hale Portfolio serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

Find us

Hale Portfolio has an office in 1 location

Green Hammerton: Saint Thomas's Way, Green Hammerton, YO26, England; +44 1422417941

New to Xero? Hale Portfolio can help

Xero is beautiful online accounting software for smaller businesses. Hale Portfolio can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2019

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.