Workshops & Events
In addition to one-on-one consulting services, I offer specialized workshops and courses focused on financial topics essential for small business owners and entrepreneurs. These learning opportunities are designed to empower you with practical skills, knowledge, and tools that can help take your business to the next level.
Financial expertise in a supportive, accessible environment. Complex concepts made clear. Tailored to your business.
Spreadsheet Essentials for Business Owners (Online Course)
Transform Your Business with Financial Clarity
As a business owner, you know you should understand your financials better. But between profit margins, cash flow, and KPIs, where do you even start? This course gives you the spreadsheet foundation you need to finally achieve the financial clarity every successful business owner needs.
Starting with the fundamentals, you'll learn to create and navigate spreadsheets with ease, incorporate and utilize essential formulas, build financial statements, create the tools that bring clarity to your profitability, and develop the key performance indicators that matter most to your business. In our small group setting, you'll get personalized attention and plenty of time for questions as you build both technical skills and financial understanding.
Developed for business owners ready to move beyond guesswork and start making decisions with clarity and confidence!
What You'll Learn
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Spreadsheet Fundamentals: Master the basic formatting, formulas, and functions that form the foundation of all business financial tracking
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Financial Clarity Through Data: Learn to create and interpret income statements and profitability analysis
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Building Your Clarity Dashboard: Develop key performance indicators (KPIs) tailored to your specific business and industry
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From Numbers to Clear Insights: Transform raw data into clear, actionable insights that guide smart business decisions
Who Should Attend:
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Small business owners who want to finally understand their numbers instead of guessing
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Entrepreneurs launching a venture or ready to take it to the next level
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Business managers ready to move beyond basic bookkeeping to strategic financial insights
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Anyone managing business finances who wants professional tools and clarity
No spreadsheet experience necessary – just bring your curiosity and willingness to learn. You'll leave with practical tools you can use immediately and the confidence to make financial decisions that move your business forward.
When:
4 x 75 minute online weekly sessions
Sep. 4, Sep. 11, Sep. 25, Oct. 2 (makeup date available for Yom Kippur)
Session Times:
Thurs. early evening 18:00 - 19:15 CEST
Thurs. late evenings 21:00 - 20:15 CEST
Investment: 275CHF
Other information:
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Replays are available but live participation is highly recommended
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Homework will be given to reinforce concepts and practice before the next session as learnings will build on the prior lessons
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Teachings will be in Google Sheets but applicable to Microsoft Excel as well
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