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Financial training

Managing finances can feel overwhelming—especially if your team doesn’t have a financial background. We offer friendly, down-to-earth training that helps your staff build confidence with budgets, reports, and day-to-day finance tasks. Whether you’re supporting project managers, senior leadership, or board members, we tailor each session to your organisation’s real-life needs.

Our Financial Training services include:

  • Understanding Financial Reports
    Learn how to read and use key reports like balance sheets and profit & loss accounts—so you can track progress and stay accountable.
  • Budgeting and Cashflow Planning
    Build the skills to create, monitor and adjust budgets and cashflow forecasts that actually reflect your work and funders' needs.
  • Practical Tools Training
    Get confident using financial systems and spreadsheets with step-by-step support and simple examples.
  • Strategic Financial Support for Leaders
    Help your leadership team understand the bigger financial picture and use data to make informed, mission-aligned decisions.

    All our training is designed to take the mystery out of finance and give your team practical tools they can use straight away. We’ll adapt the content to your sector, your team, and your challenges—making finance feel manageable, not intimidating.

Want to help your team feel more confident with finance? Get in touch today to chat about a training session tailored to your organisation.

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