All the support you need to guarantee a successful outcome.

We don’t just build you a clever spreadsheet. We promise we’ll show you how to use it.

Now you don’t have to BE a financial genius – to look like one!

We understand that not everyone’s a financial genius. So we include whatever help you need to get to grips with your forecast. You get a fixed period within the price we charge, and you can extend a month at a time at an affordable cost if you need more time.

What we help with:

We’ll take as much time as you need to make sure you understand:

  • the key principles of an effective forecast, whatever your specific objectives
  • the structure and logic of the forecast we’ve built for you
  • how to enter and edit assumptions and budgets
  • how to review your forecast as you work
  • how to produce great looking reports effortlessly
  • the accounting issues that affect your forecast
  • how to enter your ‘opening balances’ and address the problems that can arise