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I’m an accountant by qualification, with 30 years of training under my belt. I’m passionate about finance, and love to help people understand what it’s all about. I enjoy business, and the financial numbers are a reflection of what’s going on in the business. I’ll bring my own special brand of humour into my training. Did you know that there are at least three jokes about accountants?
I deliver finance training to anyone except the finance team. Your sales team; project managers; budgetholders; directors; factory managers; team leaders. All the people who, by their actions, have an impact on the financial results. Who help make your business profitable, and enhance cashflow.
Finance isn’t about the numbers, it’s about what we do and how we do it. The jargon and the seemingly impenetrable reports are often a major barrier, so we get those out of the way.
I use Excel case studies, scenarios and examples to “make the numbers dance” and to help participants see the impact on the numbers of doing different things. Then we will link that back into their own jobs and businesses and make it practical.
My training is now almost exclusively online. This means that, rather than a single “big bang” of overload, we can spread the training more digestibly over a fortnight or a month. The training is supported by the Excel examples we use, and a session summary, as well as a comprehensive reference book going into more detail about what was covered.
Clients have been many and varied. They have included retail; manufacturing; housing associations; solicitors; facilities management; local authorities; banks; engineering; housebuilders; printers; and many others.
What they all have in common is a need to be financially successful; a need for people within the business to understand the monthly financial reports; and a need for them to know what to do to bring financial success.
I’ll work with you to design your training around your needs. I’ll work to understand your fina...
Training is pointless unless something results from it. It’s easy to explain lots of financial ja...
I’m always surprised how often participants have enjoyed the financial training. Enjoyment is imp...
Every business is different, so “off the shelf” solutions are pointless. It’s all geared towa...
I know my strengths and my limits. If it’s something I can’t do, I’ll tell you. If I can do ...