Our Signature Courses
For corporate teams (virtual/on-site/hybrid)
Focus the session on your team’s unique needs, priorities, and initiatives. Gain alignment on important topics that are proven to make teams more successful. Work more efficiently as individuals and with more accountability and collaboration as a team.
Learn more or schedule a session today
For corporate teams (virtual/on-site/hybrid)
Focus the session on your team’s specific processes and opportunities. Learn the crucial Excel skills to work efficiently and with high quality, freeing up capacity to focus on value-add tasks like analysis and exception management.
Learn more or schedule a session today
Overview
We offer a variety of training courses to help your teams work more efficiently, effectively, and with better collaboration. These are practical, interactive, and entertaining, and can be delivered virtually, in-person, or a hybrid. We find that in-person maximizes the interaction, focus, retention, and sparks valuable ideas that teams can include with strategic initiatives.
Benefits
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Efficiency and productivity are significantly increased when you learn to think efficiently, focus on relevant work, and leverage automation |
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Accountability and collaboration are enhanced when teams are aligned and use a culture of feedback |
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Aligned, efficient teams are a major strategic differentiator, spending more time analyzing, strategizing, and supporting one another |
A-La-Carte Courses
Microsoft Excel Courses
Excel 101 - Mastering the Fundamentals
Excel 102 - The Habits of Excel Pros
Excel 103 - Data Efficiency
Excel 104 - The Power of Macros
Modernizing Your Excel Skills For Auditors and Accountants
Mastering Excel Formulas
Mastering Excel Formats
Shortcuts 101: Cutting Steps, Not Quality
XLEV8 Add-in Crash Course
Other App Courses
Outlook 101 - The Habits of Outlook Pros
PowerPoint 101 - Presenting Like a Pro
Accounting Courses
The Habits of Highly Effective Account Reconciliation Processes
Accounting Close Management Best Practices
Productivity Courses
Efficiency 101 - Optimizing Your Workday
Accountability 101 - The Secret to a Thriving Culture
Leadership 101 - Leading Even Without the Title
Communication 101 - Collaborating With Clarity
Pricing
For private group training sessions, we charge a flat training rate, regardless of the number of attendees, according to the schedule below (in USD):
| Training hours | Fees |
| 1 hour | $500 |
| 2 hours | $900 |
| 4 hours | $1,600 |
| 8 hours | $3,000 |
| Travel (<= 6 hours) | $1,000* |
| Travel (> 6 hours) | $2,000* |
*Reasonable travel expenses are in addition to travel time fees. An estimate of travel expenses will be provided before booking.
For public training courses, check out our events page for per-attendee specific event course fees.
Trying to justify training expenses? Check out the ROI calculator below. It doesn’t take much to really make a difference!
ROI Calculator
Use the ROI (return on investment) calculator below to see how saving just a handful of hours a week can really add up across an entire year and across your entire team. The more team members you have and the higher the pay rate, the bigger the ROI. Change any of the inputs below to recalculate the totals.
| # of team members: | |
| Average hourly wage rate: | |
| Average benefits, bonus, and employer taxes: | |
| Average work weeks per year: | |
| Expected hours saved per week: | |
| Total hours saved: | 940 |
| Total FTEs saved: | 0.5 |
| Total value of time wasted today: | $38,775 |
| Per-person training cost: | |
| Total training costs: | $1,000 |
| Year 1 ROI $: | $37,775 |
| Year 1 ROI %: | 3,777.5% |
| Payback period: | 1 week(s) |
CPE Information
Most of our courses are continuing professional education (CPE) approved for between 1 and 8 CPE credits, based on the length of the course and participants meeting CPE requirements. For specific CPE credits available, please see the individual course description pages within each course section above. For our CPE administrative policies are also available here.
Contact Form
Contact us using the form below to consult our team or schedule your training courses today!
