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Finance training for people who never studied finance

We run on-site training in finance, costing, Excel and MIS for teams who have to read and produce numbers but have no finance background — plant heads, purchase officers, stores staff and sales managers. Sessions use your own reports and data, not textbook examples.

A supervisor who understands what a rejection actually costs, or a buyer who can read a rate comparison properly, will save you more in a year than the training costs in an afternoon.

Finance, costing, Excel and practical AI for non-finance teams.

What we teach

Every programme is built around the participants' own work. A stores team learns on your stock statement; a sales team learns on your ageing report.

  • Reading a P&L, balance sheet and cash flow without a finance degree
  • What a product actually costs, and what a discount does to contribution
  • Working capital: why the company can be profitable and still short of cash
  • Excel that people actually need — lookups, pivots, clean data, and models that do not break
  • Building and interpreting an MIS report, for teams that have to produce one
  • Budgeting and variance: how to explain your own numbers in a review meeting

How the sessions run

Half-day or full-day sessions at your plant or office, in English, Hindi or Marathi, with laptops open and real files on screen. Groups of fifteen to forty work best.

We leave behind the working files and templates from the session, so the learning survives contact with Monday morning.

What you get

  • On-site half-day and full-day sessions
  • Content built on your own reports
  • English, Hindi or Marathi delivery
  • Working Excel templates to keep
  • Follow-up session after implementation

Engineering group · plant leadership

Multi-session Excel and MIS training for a large manufacturing team, using the company's own cost and production data so participants left with working files rather than notes.

More client results

Questions we get asked

Who should attend?

Anyone who has to read, produce or defend a number without a commerce background — plant and production heads, purchase and stores staff, sales managers, and junior accounts team members who can operate the software but cannot yet explain the output.

Do you train on our own data?

Yes, and we prefer to. With a confidentiality agreement in place, we build the session around your cost sheets, MIS and stock reports, which is what makes it stick.

Can training be combined with a consulting engagement?

Often it should be. New SOPs, a new costing model or new software all land far better when the people using them have been trained on the reasoning behind them, not just the buttons.

Start with a free 30-minute review of your numbers

Send us the last two years' balance sheets and the pain point that is bothering you most. We come back with things you can fix in the next quarter — no obligation, no sales deck.

CA Neel Shah
+91 93710 03780
CA Yash Patni
+91 83085 53339