Not Ready for the Model Review Clinic? Keep the Result Moving

This is not an Excel basics course. It is for accountants who can already build a forecast but keep becoming the only person trusted to maintain it. You will build a working forecast model, add practical checks and controls, document assumptions, and create a handover process your team can follow. The return is fewer repair jobs, faster updates, and less key-person risk at month-end.

Allow around three hours a week for six weeks: one live session plus focused build time. You will work on a forecast model during the course, so the practice produces something useful rather than another abandoned training exercise. Dates and deadlines are set before the cohort starts, making it easier to plan around month-end.

You will receive the session recording and supporting materials, so one busy close does not derail the course. You can catch up before the next session and bring questions to the following live class. The course is designed for working finance teams, not people with suspiciously empty calendars.

Yes, if you use spreadsheets for management reporting, forecasting or month-end. The method is built around common finance problems: unclear inputs, hidden assumptions, fragile formulas, missing checks and handovers that rely on memory. You can apply the approach whether your source data comes from Xero, Sage, QuickBooks, NetSuite or exported CSV files.

You should be comfortable with formulas, linked sheets and basic forecast logic. You do not need VBA, Power Query or advanced coding skills. If colleagues already send you the difficult workbook because you are the safest pair of hands, you are likely at the right level.

That is the point. You will learn to make models easier to update safely, with clear input areas, visible assumptions, checks, instructions and defined ownership. You will also use a repeatable method for teaching colleagues without turning every handover into unlimited helpdesk cover.