Training

Training on accounting, tax, and finance topics, as well as technology related to the accounting and finance industry.

Teams make better decisions when they understand the numbers behind them, and get more out of the tools they use every day. I can help your people get comfortable with accounting, tax and finance concepts, build real skill with the software they already have, and use AI tools in their financial work with good judgment.

Topics

• Accounting, tax and finance fundamentals
• Advanced Excel, including Power Query for data transformation
• Power Pivot and Power BI for reporting and dashboards
• Basic SQL for querying and validating data
• Using AI tools in everyday financial and accounting work

Who it's for

Organizations and teams that want staff to build confidence with accounting, tax and finance topics, or to get more out of the technology they already use.

How it works

1. Start with a conversation. We talk about your team, what they need to learn, and where they are today.
2. Shape the training. We agree on topics and format based on what will be most useful.
3. Deliver and follow up. I lead the training and answer questions afterward.

Contact me about training

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