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Access to all our training events and recordings is included in our Career Member plans.
Career Members can access this recording here without purchasing it below.
VA & OBM Workshop Recording
Learn to excel between the spreadsheets!
We were lucky to have Marianne from Thrive join us again, this time running a practical workshop that walked you through creating an Excel workbook for budget planning and forecasting.
Previous Microsoft Excel knowledge and experience is highly recommended before watching this workshop recording. If you don’t feel that you have intermediate or advanced Microsoft Excel skills, you can look at taking Marianne’s Thrive with Excel course. Use the code VALN10 at checkout to get 10% off – this includes payment plan instalments!
If you missed out on the two training sessions Marianne ran for the VA Lead Network on Microsoft Word, you can view the recordings here.
Watch this webinar recording to learn:
- How to use your MS Excel knowledge to build a budget and forecasting tool from scratch
- The MS Excel formulas to generate the data you need
- Tracking your business revenue by income group across the financial year (and even compare it to your financial goals!);
- Planning for the month ahead and forecast what you should make in the month ahead;
- Playing with pricing and products and/or services to see what tweaks you can make to make your financial goals a reality!
Meet the expert
Marianne Tansley
Founder of Thrive Admin Services
- Currently actively working as a virtual assistant specialising in Microsoft 365
- 20+ years of administration experience
- 5+ years of EA / PA experience
- Microsoft Partner
- Microsoft 365 Fundamentals Certified
- Learn more here
Purchase Access: 6 months
To gain access to this training for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this training HERE at no additional cost!