Portfolio PA
Finance and Accounting
Portfolio PA is a virtual assistant service that provides financial accounting and reporting for private equity firms, known for its experienced team of former C-Suite Executive PAs.
Size
1-10
Private
Mission
To help businesses manage their time more effectively through task outsourcing.
About
Portfolio PA offers financial accounting and reporting along with portfolio company support for clients in the private equity sector. The company operates using an offshore delivery model and supports private equity firms and their portfolio companies.
It is recognized for its quality-focused services, with a team of highly organized and detail-oriented virtual assistants experienced in managing complex financial workflows.
Services
Portfolio PA provides financial accounting and reporting, supported by portfolio company support and specific offerings such as bookkeeping, payroll processing, tax planning, and accounts payable and receivable management. These services cover complex financial workflows and are tailored to support private equity firms in managing their assets effectively.
Capabilities
Financial Planning & Analysis (FP&A)
Accounts Payable
Accounts Receivable
Payroll Accounting
Tax Compliance & Filing
General Ledger & Reconciliation
Billing & Invoicing
Industries Served
The company serves clients in the private equity sector. It has experience supporting private equity firms and their diverse portfolio companies, ensuring that financial operations align with industry-specific requirements.
Unique Stregths
Portfolio PA is known for its experienced team of former C-Suite Executive PAs, offering clients a high level of expertise and operational efficiency. Its approach includes flexible hiring options and bespoke solutions tailored to each client's needs, which help deliver consistency at scale.
Delivery Footprint
Headquartered in Leeds and Harrogate, UK, the company operates using an offshore delivery model. It serves clients across various industries through remote teams, ensuring continuous availability and support for financial management tasks.
Certifications
No items found.
Verticals
Banking & Financial Services
Clients
Louise
Tilla Brook
What's the main service provided by
Portfolio PA
?
Portfolio PA specializes in financial accounting and reporting, focusing primarily on assisting clients in the private equity sector. Their range of services includes Financial Planning & Analysis (FP&A), accounts payable and receivable, payroll accounting, tax compliance and filing, general ledger management, as well as billing and invoicing. This extensive suite of offerings is designed to streamline complex financial workflows, ensuring clients can effectively manage their financial operations.
What additional services does
Portfolio PA
provide?
When was
Portfolio PA
founded?
Portfolio PA was established in 2015, making it nearly nine years old as of 2024. Since its inception, the company has dedicated itself to providing high-quality financial services tailored to the needs of its clients, particularly in the private equity sector.
What industry verticals does
Portfolio PA
serve?
Portfolio PA focuses on serving the Banking & Financial Services sector, specifically targeting private equity firms and their portfolio companies. This industry-centric approach allows them to align their services with the unique financial management needs of their clients.
What delivery model does
Portfolio PA
offer?
Portfolio PA utilizes an offshore delivery model to provide its services. This means that their operations are conducted from a location outside the client's country, which can lead to cost efficiencies and access to a broader talent pool. By leveraging offshore resources, Portfolio PA ensures continuous support and expertise in financial management tasks.
How many employees and/or seats does
Portfolio PA
have?
Portfolio PA has a small team comprising between one to ten employees. This size allows for a highly personalized approach to client service, ensuring that each client receives dedicated attention and expertise tailored to their specific needs.
Can
Portfolio PA
be considered a good service provider for startups?
While Portfolio PA primarily serves private equity firms, startups can benefit from their specialized financial services, particularly in managing their accounting and financial reporting needs. However, given the company's focus on the private equity sector, startups may find that they require a more adaptable service provider that caters specifically to their unique growth challenges and operational requirements.
Can
Portfolio PA
be considered a good service provider for SMBs?
Portfolio PA can be a suitable service provider for small and medium businesses (SMBs) looking for reliable financial management support. Their flexible service offerings and expertise in financial workflows enable SMBs to manage their finances effectively, allowing them to focus on growth and strategic initiatives. The company's small size also means that they can provide personalized service, which is a significant advantage for SMBs seeking tailored solutions.
Can
Portfolio PA
be considered a good service provider for enterprises?
Portfolio PA may not be the ideal choice for large enterprises due to its limited workforce size and specialized focus on the private equity sector. While they offer quality financial services, larger companies typically require a more extensive range of services, scalability, and resources that may exceed what Portfolio PA can provide. Therefore, enterprises might consider looking for providers that can handle the complexities and scale of their operations more effectively.
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