Sara Vening | Portfolio FD | Business Advisor
Helping businesses get clarity on their finances, build their business by design and achieve their dreams
Helping businesses get clarity on their finances, build their business by design and achieve their dreams
Portfolio FD's specialise in helping your business fly.
Developing business strategy and forecasting, supporting funding rounds, timely and insightful reporting, KPIs and dashboards, profit optimisation, cashflow and balance sheet management are just a few of the skills on offer. Experienced FD support can help you sleep at night, and stop you worrying about the financial health of your business.
You might not be ready yet for a full time FD to help you guide and grow your business, but did you know that you can access the right expertise for a fraction of the cost of a permanent hire with no long term financial commitment.
The right business advisor can be transformational.
It can be lonely leading from the front. You might know where you want to get to, but be struggling to make it happen. From goal-setting to leadership skills to mindset, an exceptional business advisor can help. Hiring an advisor who also has financial acumen and a wealth of experience in financial management is a game changer.
Investing in the right advisors and developing your support system will transform your business performance.
My goal is simple: to help SME's and Business Owners with a turnover of £1m - £15m develop their business by design to achieve their goals, using proven srategies and approaches.
I act as your right hand FD and mentor, supporting you to scale your business and achieve your goals. We work together to identify your pain points, and work out how to remove them while building on the good strong foundations that you already have in place.
I work with North East based SME's and owner managed businesses who aren't yet getting the financial clarity they need and want, and who are ready to take the next step to invest in their financial insight and expertise.
Proud to be born and bred in the North East, with 30 years experience ranging from Plc's and household names to SME's and owner managed businesses, I am a Chartered Management Accountant, Portfolio FD and Business Advisor.
I like to keep things simple. I think Finance should be fun, and I don't use jargon or complicated finance-speak. I believe your financial insight should be clear and easy to produce. It should be straightforward and delivered at the right time, a key part of your toolkit to help your decision making.
Typical accountants generally do backward-looking compliance work, such as filing your company accounts and tax returns. Although this is essential, it doesn't help your business reach it's true potential.
With my CEO Signature SystemTM, I help you understand past and present performance in order to plan the future. We work together through a process to Clarify, Evaluate and Optimise to get really clear on your personal and business goals, elevate your financial insight, and to drive and optimise your business performance.
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