Excel Spreadsheet Consultant

Excel Spreadsheet Consultant London.

Sunbird Advisers provide Excel Spreadsheet Consulting and Financial Controller assistance to a wide variety of clients. Our lead consultant is a CIMA qualified accountant with eleven years experience as a Financial Controller at a top US Investment Bank.

Recent pieces of work include reconciling internal systems, cashflow forecasts, budgets, sales and procurement reports, renovated price lists, new budget process, time sheet model, automated management accounts and headcount reports.

  • Do you have an Excel spreadsheet that often causes you issues?
  • Are you looking for an Excel Workbook specialist?
  • Do you want to create and build Excel Dashboards and Reports?
  • Do you want to be able to manipulate your data?
  • Do you need help with formulas, charts or pivot tables?
  • Do you want to build Excel KPI reports?
  • Do you have an Excel spreadsheet that is driving you mad?
  • Are you looking to design a new spreadsheet?
  • Do you need an Excel spreadsheet consultant to help your spreadsheet?
  • Do you want to redesign your spreadsheet?

Financial & Excel Spreadsheet Consultancy

Financial & Excel Spreadsheet Consultancy

Recent financial consulting projects include numerous cashflow forecasts, setting up files for Making Tax Digital, new sales, procurement and headcount reporting, as well as preparing reconciliations, budget renovation and creating price lists.

Specific recent pieces of work:

  • Reconciled internal systems versus Sage for a South East London client
  • Cashflow Forecasts for Start-Ups and growing businesses
  • Created new driver punctuality reporting for a taxi firm
  • Reviewed and corrected event budgets for a London based Events planning company
  • Created new sales and procurement reports for a Pharmaceutical company
  • Renovated price lists and created standardised product codes and descriptions for a lighting company
  • Created a new time sheet model to analyse which clients are being over-serviced
  • Renovated huge budget Excel workbooks for a recruitment company in central London
  • Remotely expanded and automated management accounts for a group of nurseries
  • Built headcount reports for an HR department based in central London

Excel Spreadsheet Price List Consultancy

Excel Spreadsheet Price List Consultancy

Do you use Excel to send out old-fashioned Excel price lists?

Excel spreadsheets are great and have so many uses, but if you are sending out price lists and product quotes you need to send attractive and professional flyers to prospective clients as it is crucial in making that sale.


The great news is that you can still use all your Excel data to make the new templates, as long as the data is in the correct format, the data can be quickly and easily imported into smart templates. We can also incorporate all of your existing photos and logos into the templates.

Online Excel Courses

Sunbird Advisers provide online Excel training courses.

Training takes place online - at a time to suit you, via Skype to be able to provide online Excel training.

Prior to the training you have an opportunity to fill in a training needs form, and only the topics that you need training on will be covered during the online training.

Excel training courses can be done via Skype which allows for screen sharing which works really well for online training.

Online Excel training topics include:

  • Formatting spreadsheets, sort and filter information in your spreadsheets
  • Formulas including vlookups, hlookups, IFs, SUMIF, Average, Autosum
  • Excel Pivot tables and charts
  • Sparklines
  • What-if analysis
  • Conditional Fomatting
  • Drop-down lists
  • Spreadsheet Macros
  • Excel tips, tricks and shortcuts

Meet Your Instructor, Gina Cohen

Microsoft Excel, PowerPoint, Word, Outlook and Teams trainer and Spreadsheet Consulting specialist with eleven years experience in the Finance department at Morgan Stanley. Has been teaching and consulting since 2013.

Get In Touch


07887 552 045

Gina Cohen
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