Improve customer service whilst making your life simpler. Excel spreadsheets are the most common and indispensable tool used by accountants, enabling them to analyse, report and share financial information. Keeping up-to-date with additional tools and functionality in the newer versions of Excel will save even more time. Many small businesses do not need complex computer programmes to carry out their bookkeeping. Working with both accountants and their clients we help to create and use accounting spreadsheets and bookkeeping templates that facilitate logical recording of transactions. Working in a compatible manner with the client, possibly sharing access to their data via the cloud, will eliminate the need for repetition or re-entering of data, and allow both parties to have instant access to the most recent transactions.

My spreadsheets are certainly a lot better than they were!

Thank you so much for all your help.

I really enjoyed our sessions and as you say each minute saved certainly adds up!

Katherine Bullock, Partner, UK Head of Private Client PwC (PriceWaterHouseCooper)

What our clients are saying:

The content and level of training was excellent. I can use the skills all the time to save time - which saves money!

Louise Woodhead Chartered Accountant