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Technical Training · Full Catalog

Every training module we run, in one place

Public cohorts, in-house corporate sessions, or one-to-one coaching — each module below can run in whichever format fits your team. Select a module for the full curriculum, or get in touch and we'll help you pick.

Core Skill

Advanced Excel for Accounting & Finance

Move from basic spreadsheet use to the financial modeling and analysis skills every finance role assumes you already have.

Who It's For
Bookkeepers moving into analyst work, staff and senior accountants, FP&A analysts, and controllers who review other people's models.
Format
2-day cohort (14 hrs) · in-house corporate training available · self-paced option

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Automation

Power Query & Finance Data Preparation

Stop rebuilding the same month-end spreadsheet by hand. Build data pipelines that clean and refresh themselves.

Who It's For
Anyone doing repetitive monthly data preparation — bookkeepers, FP&A analysts, and controllers who currently rebuild reports by hand.
Format
2-day cohort · in-house available

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Reporting

Power BI for Accounting & Finance

Build live dashboards for budget-vs-actual, cash flow, and margin — reports your team actually reuses month over month.

Who It's For
Finance managers, financial analysts, controllers, and FP&A professionals.
Format
3-day cohort · in-house available

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Small Business

QuickBooks, Xero, Sage & Cloud Accounting

Confidently run the books on whichever cloud platform your business — or your clients — actually use.

Who It's For
Bookkeepers, owner-operators, small business finance staff, and staff accountants supporting multiple clients.
Format
2-day cohort · self-paced option

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ERP

ERP & Finance Systems Fundamentals

The core finance processes behind SAP, NetSuite, and Dynamics — for teams migrating to, or already running, an ERP.

Who It's For
Finance teams migrating to or already running an ERP, staff and senior accountants, and finance managers.
Format
4-day cohort · in-house available

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Emerging

AI for Accounting & Finance

Where AI genuinely helps inside a finance function — and where it doesn't — without losing the audit trail your work needs.

Who It's For
Accounting and finance teams of any size — controllers, finance managers, and bookkeepers.
Format
2-day cohort · coaching available

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Systems

Finance Automation & Workflow Tools

Approval routing, close checklists, and integration tools that connect Excel, your ERP, and your reporting layer.

Who It's For
Controllers, finance managers, and staff accountants running a largely manual month-end close.
Format
2-day cohort · in-house available

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SAP

SAP FI Training

Hands-on training in SAP's Financial Accounting module — for teams running SAP or preparing for an SAP implementation.

Who It's For
Staff and senior accountants, AP/AR specialists, finance managers, and teams preparing for an SAP go-live.
Format
4-day cohort · in-house available

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Not sure which module fits your team?

Tell us where the gaps are and we'll help you put together the right mix — public cohort, in-house, or one-to-one.

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