EXCEL - STARTING AFRESH WITH YOUR FINANCE SPREADSHEETS

Time:

This 1-2-1 training will be held online at a convenient time between both parties

Are you looking to improve your council's finances using Excel?


Sara can provide you with a new Excel accounts template which will save you time in the long-run because it prevents duplication of data between your spreadsheets.  

Date:

Thursday, 9 September 2021

Venue:

Held online on a date to suit you

Tutor:

Sara Campbell

Cost:

Price will depend on how much support you'll need - contact us to find out more.

This course is recommended for all clerks and responsible financial officers who work with Excel and are looking at improving their council's finances and financial reporting.


Course content

Setting up a new Excel accounts template which includes: 

your cashbook

monitoring spend against budget

complete year-end AGAR figures

monthly bank reconciliation

the year-end bank reconciliation 


Sara will work with you 1-to-1 remotely to achieve a much clearer and easier way of presenting your council's finances.  

Notes:

Thank you so much, Sara.  I'm really going to enjoy using my new spreadsheets.

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