Skip to main content

Financial training

Help your team feel confident with the numbers.

Finance can feel intimidating—especially for people who don’t have a background in it. We make it simple.

Our friendly, practical training helps your team get to grips with budgets, reports, and everyday finance tasks. Whether you’re supporting project leads, senior managers or trustees, we tailor each session to fit your organisation’s real-life needs—so people walk away feeling more confident, not more confused.

What we offer:

📊 Understanding Financial Reports

Learn how to read and use reports like the balance sheet and profit & loss—so you can track what’s working and report with confidence.

💷 Budgeting & Cashflow Planning

Build the skills to create and manage budgets and forecasts that reflect your actual work and meet funders' expectations.

🧰 Practical Tools & Systems

Hands-on support with finance systems and spreadsheets—using real examples to make the learning stick.

🧠 Strategic Finance for Leaders

Support your leadership team to see the bigger financial picture and use the data to guide strong, mission-aligned decisions.

No jargon. No lectures. Just useful training your team can put into practice right away.
We customise every session to suit your people, your projects, and your pace—so finance starts to feel manageable, not mysterious.

Scrabble tiles and smartphone. 
More awesome freebies here: https://firmbee.com/freebiesun

Let's talk
We would love to hear from you!
Subscribe to our newsletter
Let's keep in touch!

Stay updated on our news and events! Sign up to receive our newsletter.