Excel Training and Consultancy

I provide Excel training for finance teams which is tailored to your business and needs. I’m based in Bristol but I can also deliver training via Microsoft Teams, Zoom or Google Meet.

I also provide consultancy, by reviewing your existing uses of Excel and developing smarter solutions in Excel to save you time.

Better still, and the way I prefer to work, is combining the two. I spend time with you and your team identifying where better use of Excel and other tools will make your lives better. I then design and run a training course based on the areas we’ve identified. Your team will come away with new skills and actual solutions to current problems. They will also have an enthusiasm to continue learning together developing their skills after the course.

If you want an Excel training course without the consultancy, I make use of a pre-course questionnaire so that I can make sure you get the most out of the day’s training and I don’t waste time with things your team already knows.

Why you should choose me for your Excel training

I’m an experienced and enthusiastic trainer. Before I became an accountant, I taught English as a foreign language, and after I qualified I mixed audit work with training in a range of technical subjects. I have trained staff who have just started in their jobs, and I have trained experienced finance directors.

I have loved using Excel since I was first introduced to it twenty years ago, and am always learning new things. You can read more about my passion for Excel by reviewing my blog posts, particularly those tagged with Excel. A few years ago I discovered Power Query, and I haven’t shut up about it since.

I’ve also got extensive and practical experience in a range of finance roles, from transactional to board level. Because of this, I can ensure that the Excel training I deliver is 100% relevant to finance professionals.

What about Google Sheets?

Many of the same principles apply to both Google Sheets and Excel. If your organisation only uses Google, I can adapt most Excel training to Google Sheets.

Indicative rates for Excel and Power Query training and consultancy

My usual day rate for training or consultancy is £350 per half day, and I offer discounts for more than one day. So for example, for £1,250 I would provide a day’s consultancy and then a day’s Excel training for your team. I can also include Power Query training at the same rate.

I offer further reductions for charities and not-for-profit organisations. Please contact me for a more specific quote.