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Online and on-site training

Individual and group training: registration is open for online sessions, and we plan on-site training around your team.

Training and events

Online and on-site training

Registration is open for our online training; each session lasts 1 hour and runs live. On-site training is planned around your team; just fill in the request form.

1 hourDuration
OnlineRegistration openPricing: Coming soon

Reporting with TheFinly

We show you step by step, on a live screen, how to turn your financial data in TheFinly into reports management will read.

Scope
  • How TheFinly report screens are built
  • Reading the income statement, balance sheet and cash flow
  • Period comparisons and filters
  • Getting a report ready for management
1 hourDuration
OnlineRegistration openPricing: Coming soon

Detailed reporting with Excel

You learn to build a report template from scattered sheets that you can reuse every month with less risk of errors.

Scope
  • Cleaning data and the right table structure
  • Pivot tables and slicers
  • Core formulas such as XLOOKUP and SUMIFS
  • Charts and a one-page management summary
1 hourDuration
OnlineRegistration openPricing: Coming soon

Financial analysis with AI

Practical ways to use AI tools on financial data correctly, with control and safely.

Scope
  • Asking the right questions of financial data
  • Examples of revenue, cost and variance analysis
  • Checking results and common mistakes
  • Data privacy and safe use
1 hourDuration
OnlineRegistration openPricing: Coming soon

Management consulting

We walk through the basic framework we use to set up goals, roles and follow-up in a company, with examples.

Scope
  • Setting goals and a KPI set
  • Clarifying roles and responsibilities
  • Meeting and reporting rhythm
  • An action plan for your own company
1 hourDuration
OnlineRegistration openPricing: Coming soon

Decision-making processes

Practical methods to base decisions on data and a clear process instead of gut feeling.

Scope
  • Types of decisions and decision ownership
  • Data, scenarios and risk assessment
  • Decision matrix and prioritisation
  • Following up a decision and learning from results
On requestDuration
On siteContact us for pricing

Corporate finance analysis

We work with your team on reading your company's financial statements through management's eyes and turning them into decisions.

Scope
  • Financial statement analysis and key ratios
  • Profitability, cash and leverage indicators
  • Budget versus actual
  • Assessing investment and financing decisions
On requestDuration
On siteContact us for pricing

Finance and accounting processes

A hands-on session to simplify your finance and accounting team's daily flow and clarify control points.

Scope
  • Invoice, collection and payment flows
  • Month-end close steps
  • Control points and task allocation
  • Moving processes to digital
On requestDuration
On siteContact us for pricing

Management and decision-making

We work with your management team on your own data to set up goals, follow-up and decision routines.

Scope
  • Setting goals and KPIs
  • Decision ownership and authority
  • Data-driven decisions and scenario analysis
  • Rhythm of management meetings
On requestDuration
On siteContact us for pricing

Financial software

What finance teams should watch for when choosing, setting up and using software, with concrete examples.

Scope
  • Needs analysis and software selection
  • Working alongside accounting and ERP
  • Data quality and permissions
  • Roll-out and team adoption
On requestDuration
On siteContact us for pricing

Excel training

Hands-on Excel training focused on finance and reporting, from basics to advanced, matched to your team's level.

Scope
  • Formulas, tables and data validation
  • Pivot tables and slicers
  • Data preparation with Power Query
  • Report and dashboard design
On requestDuration
On siteContact us for pricing

TheFinly training

Hands-on training on your own data for the team using TheFinly, from set-up to daily use.

Scope
  • Configuring accounts and users
  • Report screens and filters
  • Period comparison and the management report
  • Roles and permissions in the team
On requestDuration
On siteContact us for pricing

BS Field training

We show your field and office teams work orders, planning and reporting with BS Field, hands-on.

Scope
  • Opening, assigning and closing work orders
  • Team and job planning
  • Service records and job close-out from the field
  • Office screens and reports

A complex problem? Let's solve it together.

Appointment

Schedule a meeting

Request a consulting call. Choose a topic and time slot — Google Calendar invite and Google Meet link are created automatically.