I help organisations create reporting solutions that reduce risk, save time, and inspire confidence. All created without adding additional systems or tools.
Many charities rely on Excel to bridge the gap between the system and various reporting obligations and day to day activities. These can include funder and impact reporting, trustee updates, and month-end reporting and forecasting.
Overtime, spreadsheets can become fragile, overly complex, and reliant on one person. I support charities and NFPs to make Excel reporting clear, reliable, and manageable.
A structured review of your key spreadsheets and reporting process. Remit can be expanded to include a respectful review of the team’s Excel ability and the creation of an upskilling plan. A written report is produced detailing findings, spreadsheet process map, and proposed solutions.
Service includes:
Ideal if:
Fee: £950 per key spreadsheet.
No obligation to continue. Add on training see option 5.
A thorough review of the system data sources for key reports. A written report is produced with findings, data flow mapping, and proposed solutions.
Service includes:
Ideal if:
Fee: £1,750 per key spreadsheet.
No obligation to continue.
Design and build or revamp an existing model used for audit, funder/trustee reporting, planning & forecasting, month-end budget vs actual tracking, day-to-day operational reporting and much more.
Service will provide:
Fee: £4,500 + depending on complexity.
Short focused intervention on a specific report to:
Ideal if:
Fee: £2,500 + depending on complexity.
Add on only. Group/Individual training for a full day and additional 5 hours of 1-2-1 support for the next 30 days. Tailored training (with personalised workbooks) is provided for specific reports in order to:
Fee: £1,400 + depending on complexity.
To date, I have supported charities by:
Projects can be discussed in more detail during an initial conversation. Please feel free to book a no obligation call and find out more.
solve. excel.
I decided to merge my passion for simple, clean reporting in Excel with that of supporting organisations with the important mission of helping the most vulnerable in our society. I strongly believe that these organisations should spend as much of their time as possible looking for ways to fulfil and/or expand their missions, instead of worrying about reporting risk.
My approach is:
With almost 15 years’ experience of working closely with finance and operational teams, I aim to leave organisations with Excel systems they understand and feel confident maintaining.
Get in Touch
Most work starts with an informal conversation to understand:
If you have not realised this by now, there is obligation to continue, no hard sell. I’m here to listen when you are ready to talk.
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