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SPREADSHEETMENTORPractical Excel training and support
Practical. Flexible. Results focused.

Practical Excel training
and spreadsheet supportfor work, study and business.

Courses, spreadsheet help and practical tools to help you work smarter, reduce errors and achieve more with Excel.

♢  Learn Excel→♙  Get spreadsheet help→
✓PracticalReal-world Excel support✓FlexibleTraining that fits your needs✓Results focusedClear, useful outcomes✓25+ yearsFinance & business experience
EXAMPLE OF MY WORKManagement Accounts Dashboard

Find the right Excel support

Individuals

Excel support to build skills, solve problems and work more confidently.

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Students & Learners

Excel support for study, apprenticeships, AAT learners and people starting work.

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Teams & Businesses

Excel support to improve skills, productivity and confidence across your team.

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One range of practical Excel support, tailored to different needs.

Courses, spreadsheet help, templates, training and ongoing support are available across all three routes.

I’ve designed budgets, forecasts, dashboards and automated reporting tools in finance and business roles.

•••

Not sure where to start?

Tell me what you need help with and I’ll point you in the right direction.

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How I can help

Courses

Learn Excel at your own pace.

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One-to-one Excel Help

Personal help online; in person by arrangement.

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Spreadsheet Doctor

Fix errors and improve your spreadsheets.

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Templates & Tools

Ready-to-use Excel templates and tools.

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Team Training

Practical Excel training for your team.

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Retainer Support

Ongoing Excel support when you need it.

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Spreadsheet help→

Featured resources

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Not sure where to start?

Tell me what you need help with and I’ll point you in the right direction.

Send me an enquiry→
SPREADSHEETMENTORPractical Excel training and support

Excel Templates & Tools

Professional spreadsheets for work,
planning and everyday life.

Instant download. Easy to use.

Built in Microsoft Excel.

Save time, make better decisions
and stay in control.

Instant downloadGet started straight away.
Easy to useClear layouts & guidance.
Fully customisableTailor to your needs.
Trusted qualityBuilt by a finance professional.

Browse by category

All templatesManagement AccountsSmall Business TemplatesPersonal AccountsPlanning TemplatesFree Templates

ⓘ   Choose a category to view its templates

Management Accounts

Professional finance and reporting spreadsheets.

11 templates

Free Templates

Useful Excel templates to help you plan, organise and stay on track.

6 templates

Personal Accounts

Practical spreadsheets for household finances, saving and everyday money management.

8 templates
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SPREADSHEETMENTORPractical Excel training and support

Privacy Policy

Last updated: 22 September 2026

This policy explains how Spreadsheet Mentor collects, uses and protects your personal information when you use our website, services, courses and templates.

Privacy PolicyTerms & ConditionsRefund & CancellationCookie Policy

Privacy Policy

Last updated: 22 September 2026

This policy explains how Spreadsheet Mentor collects, uses and protects your personal information when you use our website, services, courses and templates.

1. Introduction

Your privacy matters to us. We are committed to being transparent about the information we collect and how we use it.

Spreadsheet Mentor is operated by Tony Nobes, a sole trader and the data controller for the personal information described in this policy.

2. Information we collect

We collect information that you provide to us and limited information that is collected automatically when you use our website.

Information you provide

  • Your name, email address and any other contact details you choose to provide.
  • Enquiry, quotation, booking and customer-support information.
  • Order details and records relating to courses, templates and services.
  • Files and information supplied for Spreadsheet Doctor, bespoke spreadsheet creation, training or retainer support. These may contain personal, employee, financial or confidential business information.

Information collected through other services

Payment and order information may be processed by Payhip, Etsy and the payment provider selected at checkout. Spreadsheet Mentor does not receive or store your complete payment-card details.

3. How we use information

We use personal information to:

  • Respond to enquiries and prepare quotations.
  • Process orders and supply courses, templates and other digital products.
  • Arrange and deliver live training through Microsoft Teams.
  • Provide Spreadsheet Doctor, bespoke spreadsheet creation and retainer-support services.
  • Maintain customer, transaction, accounting and tax records.
  • Protect our website, customers and services against misuse, fraud or security threats.
  • Meet legal and regulatory obligations and resolve complaints or disputes.

We do not use personal information for automated decision-making or profiling.

4. Lawful basis

We only use your information when we have a valid legal basis to do so.

  • Contract: to provide a product or service you have requested and to take steps before entering into a contract.
  • Legal obligation: to maintain accounting, tax and other records required by law.
  • Legitimate interests: to respond to enquiries, operate and improve our business, protect our systems and establish or defend legal claims.
  • Consent: where we specifically ask for your permission. You may withdraw consent at any time.

5. Sharing your information

We do not sell or rent your personal information. We share information only where necessary with service providers that help us operate the business, including Carrd for the website, Microsoft 365 for email, Microsoft Teams for live training, Payhip for storefront, checkout and digital delivery, payment providers used at checkout, and Etsy for purchases made through its marketplace.

We may also disclose information to professional advisers, regulators, law-enforcement bodies or other parties where required by law or reasonably necessary to protect legal rights.

6. Cookies

Our website uses a limited number of cookies and similar technologies needed to operate the site and its services. Carrd, Payhip, Etsy and linked payment services may set their own cookies in accordance with their policies.

We do not currently use analytics, advertising or remarketing cookies. Please see our Cookie Policy for more information and available choices.

7. Data security

We use reasonable technical and organisational measures to protect personal information from loss, misuse, unauthorised access, alteration or disclosure. Access is limited to information needed to provide our products and services.

No method of online transmission or storage is completely secure. If we become aware of a personal-data breach, we will take appropriate steps and make any notifications required by law.

8. Your rights

Depending on the circumstances, UK data-protection law may give you the right to:

  • Request access to your personal information.
  • Ask us to correct inaccurate or incomplete information.
  • Ask us to erase information we no longer need.
  • Restrict or object to how we use your information.
  • Receive certain information in a portable format.
  • Withdraw consent where processing is based on consent.

You also have the right to complain to the Information Commissioner’s Office. We would appreciate the opportunity to address your concerns first.

9. Data retention

We retain personal information only for as long as it is needed for the purpose for which it was collected, including legal, accounting and contractual requirements.

  • General enquiries and unsuccessful quotations: normally 12 months after the last communication or expiry of the quotation.
  • Customer correspondence, order and service records: normally six years after the relationship or relevant tax year ends.
  • Customer spreadsheets and working files: normally deleted within 90 days after the work or retainer support ends, unless earlier deletion is requested or longer retention is agreed.
  • Privacy requests and complaints: normally three years after the matter is closed.

We review retained information and delete or anonymise it when it is no longer required.

10. International transfers

Some service providers may process or store personal information outside the United Kingdom. Where this happens, we rely on the provider’s appropriate contractual or legal safeguards designed to protect the information in accordance with UK data-protection law.

11. Children’s privacy

Our products and services are intended for people aged 18 or over. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

12. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes to our services, suppliers or legal obligations. The current version and its “Last updated” date will be displayed on this page.

13. Contact us

For questions about this policy, to exercise your data-protection rights or to raise a concern, email [email protected].

Questions about this policy?

If you have any questions about this Privacy Policy, please get in touch.

Contact us  →
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SPREADSHEETMENTORPractical Excel training and support

Terms & Conditions

Last updated: 22 September 2026

These Terms & Conditions apply when you purchase a product or service from Spreadsheet Mentor or use this website. By placing an order, booking a service or agreeing to a quotation, you agree to these terms.

Privacy PolicyTerms & ConditionsRefund & CancellationCookie Policy

Terms & Conditions

Last updated: 22 September 2026

These Terms & Conditions apply when you purchase a product or service from Spreadsheet Mentor or use this website. By placing an order, booking a service or agreeing to a quotation, you agree to these terms.

1. About Spreadsheet Mentor

Spreadsheet Mentor is a UK-based sole trader business providing Excel training, digital courses, spreadsheet templates and tools, spreadsheet support and bespoke spreadsheet services.

You can contact Spreadsheet Mentor through the contact form on this website or by email at [email protected].

These terms are governed by the laws of England and Wales.

2. Products and Services

Spreadsheet Mentor may provide:

  • Downloadable Excel courses and learning materials
  • Excel templates, tools and template bundles
  • Spreadsheet Doctor services
  • Bespoke Spreadsheet Creation
  • 1-to-1 Excel Help
  • Team Training
  • Retainer Support
  • Other Excel-related products and services described on the website

The exact scope, price and delivery arrangements will depend on the product or service purchased.

Spreadsheet Mentor is not currently VAT registered, so VAT is not charged.

3. Digital Products, Courses and Downloads

Digital products are supplied for the purchaser’s own permitted use.

Unless expressly stated otherwise, purchasing a digital product gives you a personal, non-transferable licence to use it. Copyright and intellectual-property rights are not transferred to you.

You must not:

  • Resell or redistribute the files
  • Share purchased files with people who are not covered by the licence
  • Upload the files to file-sharing or template-sharing websites
  • Sell modified versions of Spreadsheet Mentor products as your own
  • Remove Spreadsheet Mentor copyright or ownership notices where present

Where a product is supplied as a download, you are responsible for downloading and retaining your own copy. Spreadsheet Mentor does not guarantee that previously purchased files will remain available for re-download indefinitely.

4. Template Licences

Templates sold for personal use are licensed to the individual purchaser.

Business templates and bundles may be used within the purchasing organisation for its own internal purposes, subject to any licence terms shown on the relevant product page.

Templates may not be resold, redistributed or made available to other organisations.

5. Refunds and Digital Products

Spreadsheet Mentor offers the money-back guarantee stated on the relevant product page, including the 30-day money-back guarantee where advertised.

Any additional refund rights available to you under UK consumer law are unaffected.

Further details are provided in the Refund & Cancellation Policy.

6. Spreadsheet Doctor

Spreadsheet Doctor is intended for reviewing, repairing, improving or troubleshooting existing spreadsheets.

The scope of the work and price will be agreed before work begins.

Payment is normally required before work starts unless otherwise agreed.

Requests that materially change the agreed scope may require a revised quotation.

7. Bespoke Spreadsheet Creation

Bespoke Spreadsheet Creation starts from £150, with the final price based on the agreed requirements.

The process normally includes:

  • Requirements discussion
  • Agreed scope and fixed quotation
  • Spreadsheet development
  • One round of reasonable revisions
  • Handover and explanation
  • Optional Microsoft Teams walkthrough where agreed

Significant changes to the original brief may be quoted separately.

Timescales and any required delivery date will be agreed as part of the quotation process.

Payment terms will be confirmed with your quotation.

Once full payment has been received, the customer may use and edit the completed bespoke spreadsheet for its intended purpose.

Spreadsheet Mentor retains ownership of its pre-existing templates, methods, know-how, processes and reusable components.

SPREADSHEETMENTORPractical Excel training and support

Refund & Cancellation Policy

Last updated: 22 September 2026

This Refund & Cancellation Policy explains how refunds, cancellations and rescheduling are handled for Spreadsheet Mentor products and services.

Privacy PolicyTerms & ConditionsRefund & CancellationCookie Policy

Refund & Cancellation Policy

Last updated: 22 September 2026

This Refund & Cancellation Policy explains how refunds, cancellations and rescheduling are handled for Spreadsheet Mentor products and services.

This policy should be read alongside the Spreadsheet Mentor Terms & Conditions.

1. Digital Products, Courses and Templates

Where a product page advertises a 30-day money-back guarantee, you may request a refund within 30 days of purchase.

This may apply to products such as:

  • Excel courses
  • Downloadable templates
  • Template bundles
  • Other digital products where the guarantee is shown on the relevant product page

To request a refund, contact Spreadsheet Mentor at:

[email protected]

Please include your name, the product purchased and the date of purchase.

Any statutory consumer rights available to you under UK law are unaffected.

Where a product page does not advertise a 30-day money-back guarantee, any refund will be considered in accordance with the Terms & Conditions and applicable consumer law.

2. Downloaded Files

Customers are responsible for downloading and retaining their own copies of purchased files.

A refund does not give permission to continue using, sharing, redistributing or reselling refunded digital products.

Where a refund is issued, the licence to use the refunded product ends.

3. Spreadsheet Doctor

Spreadsheet Doctor work is quoted and agreed before work begins.

If you cancel before work has started, any payment made may be refunded, subject to any non-refundable costs that were clearly agreed in advance.

If work has already started, Spreadsheet Mentor may retain an amount that reasonably reflects the work already completed.

If the requirements change significantly after work begins, a revised quotation may be required.

4. Bespoke Spreadsheet Creation

Bespoke Spreadsheet Creation is custom work carried out to an agreed brief.

If you cancel before work has started, any payment made may be refunded, subject to any costs already incurred and agreed.

If work has already started, Spreadsheet Mentor may retain an amount that reasonably reflects the work completed up to the point of cancellation.

Where a deposit has been paid, the refund position will depend on how much work has already been completed.

One round of reasonable revisions is included within the agreed project scope.

Significant changes to the original brief may be quoted separately and are not treated as revisions to the original scope.

5. 1-to-1 Excel Help

1-to-1 Excel Help sessions may be rescheduled without charge with at least 24 hours’ notice.

One late cancellation or late rescheduling request may be rearranged without charge as a goodwill allowance.

Further late cancellations or missed sessions may be charged.

Three-session packages must be used within three months of the first session.

If Spreadsheet Mentor needs to cancel or rearrange a session, an alternative time will be offered. If a suitable alternative cannot be agreed, the affected session will be refunded.

6. Team Training

Cancellation and rescheduling arrangements for Team Training will be confirmed as part of the quotation or booking.

This is because arrangements may differ depending on:

  • Session length
  • Group size
  • Online or in-person delivery
  • Travel arrangements
  • Bespoke preparation requirements

Where Spreadsheet Mentor has already incurred agreed travel, venue or preparation costs, these may be non-refundable.

Any applicable cancellation terms will be made clear before the booking is confirmed.

SPREADSHEETMENTORPractical Excel training and support

Cookie Policy

Last updated: 22 September 2026

This Cookie Policy explains how Spreadsheet Mentor uses cookies and similar technologies when you visit this website.

Privacy PolicyTerms & ConditionsRefund & CancellationCookie Policy

Cookie Policy

Last updated: 22 September 2026

This Cookie Policy explains how Spreadsheet Mentor uses cookies and similar technologies when you visit this website.

It should be read alongside the Spreadsheet Mentor Privacy Policy and Terms & Conditions.

1. What are cookies?

Cookies are small text files that websites can place on your device when you visit them.

They can be used to make websites function correctly, remember preferences, provide security, process payments and understand how website services are being used.

Some cookies are necessary for a website or service to work. Others, such as analytics or advertising cookies, are optional and may require your consent.

2. How Spreadsheet Mentor uses cookies

Spreadsheet Mentor aims to keep the use of cookies and tracking technologies to a minimum.

At launch, the website does not intentionally use cookies for:

  • Google Analytics
  • Meta/Facebook Pixel
  • Google Ads conversion tracking
  • Remarketing or behavioural advertising
  • Newsletter tracking

If these or similar services are introduced in the future, this Cookie Policy and the website’s cookie controls will be updated as appropriate.

3. Essential cookies

Some cookies or similar technologies may be necessary for the website and its services to function correctly.

These may be used for purposes such as:

  • Website security
  • Form functionality
  • Payment processing
  • Fraud prevention
  • Remembering essential preferences
  • Maintaining the operation of third-party services requested by you

Where cookies are strictly necessary to provide a service you have requested, they may not require consent.

4. Carrd

The Spreadsheet Mentor website is built and hosted using Carrd.

Carrd or services used through Carrd may use cookies or similar technologies where necessary to operate the website, provide forms, maintain security or deliver other website functionality.

Spreadsheet Mentor uses Carrd forms for contact and enquiry submissions.

Carrd’s own privacy and cookie practices are governed by its policies.

5. Payhip and payments

Spreadsheet Mentor uses Payhip for eligible online purchases. When you follow a purchase link to Payhip, you leave the Spreadsheet Mentor website.

Payhip and the payment provider selected at checkout may use cookies and similar technologies for purposes including:

  • Processing payments
  • Fraud detection and prevention
  • Authentication
  • Security
  • Providing checkout functionality

Payment information is handled by the selected payment provider rather than stored directly by Spreadsheet Mentor.

Payhip’s and the payment provider’s own privacy and cookie policies apply when you use their services.

6. Etsy

Some Spreadsheet Mentor products may also be available through Etsy.

If you follow a link from Spreadsheet Mentor to Etsy, you leave the Spreadsheet Mentor website and Etsy’s own cookie and privacy policies apply.

Spreadsheet Mentor does not control cookies placed by Etsy on Etsy’s website.

7. Microsoft Teams

Microsoft Teams may be used to deliver services such as:

  • 1-to-1 Excel Help
  • Team Training
  • Bespoke spreadsheet discussions or walkthroughs
  • Retainer Support discussions

Microsoft Teams is not currently embedded directly into the Spreadsheet Mentor website.

If you follow a link to or use Microsoft Teams, Microsoft’s own privacy and cookie practices apply.

7. Retainer Support

Retainer Support is available in 3, 6 or 12 month plans at £195 per month. Payhip collects monthly payments automatically for the selected duration.

If you need to change or end a plan, contact Spreadsheet Mentor. Monthly payments otherwise continue for the selected duration.

Cancellation does not normally create an automatic refund for the current monthly period once support has already been available or used.

Unused hours may roll forward for one additional month only, in accordance with the Terms & Conditions.

If Spreadsheet Mentor is unable to provide the agreed retainer service, an appropriate refund or credit may be offered for affected support.

8. Refund Processing

Approved refunds will normally be returned using the original payment method where possible.

The time taken for a refund to appear will depend on the payment provider or bank.

Spreadsheet Mentor is not responsible for delays caused by banks, card providers or third-party payment platforms after a refund has been processed.

9. Purchases Through Third-Party Platforms

Some Spreadsheet Mentor products and services are sold through Payhip, Etsy or other third-party platforms.

Where a third-party platform processes the payment, refunds may also be subject to that platform’s procedures and systems.

Spreadsheet Mentor will still apply the refund or cancellation commitment stated on the relevant product page where applicable.

10. Problems With a Product or Service

If you believe a product is faulty, corrupted, materially different from its description or otherwise not working as expected, please contact Spreadsheet Mentor as soon as possible.

Spreadsheet Mentor will normally try to resolve the issue before considering whether a refund, replacement or other remedy is appropriate.

Your statutory rights are unaffected.

11. How to Request a Refund or Cancellation

Contact:

[email protected]

Please include:

  • Your name
  • Product or service purchased
  • Date of purchase
  • Order or transaction reference where available
  • Brief reason for the refund, cancellation or rescheduling request

Spreadsheet Mentor aims to respond within one working day.

12. Changes to This Policy

This Refund & Cancellation Policy may be updated from time to time.

The current version and Last updated date will be displayed on the website.

Changes will not retrospectively alter the terms applying to a purchase or service already agreed unless required by law or agreed with the customer.

Have a question?

If you’re unsure about anything in this policy, please get in touch.

Contact us  →
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8. Analytics cookies

Spreadsheet Mentor does not currently use Google Analytics or another dedicated website analytics service.

This means the website does not intentionally place optional analytics cookies for the purpose of tracking visitor behaviour through such a service.

Analytics may be introduced in the future. If this happens, the Cookie Policy and consent arrangements will be reviewed and updated before optional analytics cookies are used where consent is required.

9. Advertising and marketing cookies

Spreadsheet Mentor does not currently use Meta Pixel, Google Ads conversion tracking, remarketing cookies or similar advertising trackers on the website.

If advertising or remarketing technologies are introduced later, appropriate information and consent controls will be added where required.

11. Managing cookies through your browser

Most web browsers allow you to view, delete or block cookies through their settings.

You can usually choose to:

  • Delete existing cookies
  • Block all cookies
  • Block third-party cookies
  • Allow cookies from selected websites
  • Receive warnings before cookies are stored

Blocking some essential cookies may affect the operation of websites or third-party services.

12. Third-party services

Third-party services used by or linked from Spreadsheet Mentor may set their own cookies or use similar technologies.

Spreadsheet Mentor does not control cookies placed directly by third-party websites after you leave the Spreadsheet Mentor website.

You should refer to the relevant provider’s privacy and cookie information for details about its practices.

13. Changes to this Cookie Policy

This Cookie Policy may be updated to:

  • Reflect changes to the website
  • Add new services or products
  • Reflect analytics or advertising tools that are added
  • Clarify existing wording
  • Meet legal or regulatory requirements

The current version and Last updated date will be displayed on the website.

14. Contact

If you have questions about this Cookie Policy or the use of cookies on the Spreadsheet Mentor website, contact:

[email protected]

You can also use the contact form on the Spreadsheet Mentor website.

Have a question?

If you’re unsure about anything in this policy, please get in touch.

Contact us  →
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8. 1-to-1 Excel Help

1-to-1 Excel Help is currently priced at:

£45 for a one-hour session

or

£120 for three one-hour sessions

Sessions are normally delivered through Microsoft Teams. In-person sessions may be available by arrangement and may involve additional travel costs.

Three-session packages must be used within three months of the first session.

Customers may bring their own spreadsheets or Excel problems to work through during a session. Where the customer wants Spreadsheet Mentor to perform the work rather than teach or demonstrate it, Spreadsheet Doctor or Bespoke Spreadsheet Creation may be more appropriate.

Relevant notes, examples or practice materials may be supplied where useful.

Rescheduling and cancellations

Sessions may be rescheduled without charge with at least 24 hours’ notice.

One late cancellation or rescheduling request may be rearranged without charge as a goodwill allowance.

Further late cancellations or missed sessions may be charged.

9. Team Training

Team Training may be delivered online through Microsoft Teams or in person by arrangement.

Standard online pricing is:

1 hour — £95
Half day (3.5 hours) — £275
Full day (7 hours) — £495

Published prices are based on groups of up to six participants.

Larger groups, bespoke programmes and in-person delivery will be quoted separately. Travel expenses may apply to in-person training and will be agreed before booking.

Training content and materials will be agreed according to the organisation’s requirements.

Ongoing post-training Excel support is not included unless separately agreed. Retainer Support is available for organisations requiring continued assistance.

Payment arrangements will be confirmed with the quotation or booking.

Cancellation and rescheduling

Cancellation or rescheduling requests must be made by email.

The cancellation, refund and rescheduling arrangements for each Team Training booking will be confirmed in the quotation or booking details before the booking is accepted. These may vary according to the session length, group size, delivery method, travel and bespoke preparation.

Any travel, venue or preparation costs that may be non-refundable will be identified before booking.

The customer may substitute participants without charge, provided Spreadsheet Mentor is informed before the session.

If Spreadsheet Mentor has to cancel a session, the customer may choose either a replacement date or a full refund of any training fees paid. Spreadsheet Mentor will not be responsible for other costs incurred by the customer, except where liability cannot legally be excluded.

10. Retainer Support

Standard Retainer Support provides three flexible support hours each month at £195 per month. Choose a 3, 6 or 12 month plan. Payhip collects monthly payments automatically for the selected duration.

Support may include work on existing spreadsheets, fixes, improvements, formulas, reporting, troubleshooting, small enhancements and scheduled Microsoft Teams support where appropriate.

Routine emails relating to support requests do not normally use the monthly allowance.

Unused hours may roll forward for one additional month only. They do not accumulate indefinitely.

Spreadsheet Mentor aims to respond to support requests within one working day. Completion times depend on the complexity of the request.

Larger spreadsheet builds, substantial projects and formal training are not included and may be quoted separately.

Larger or tailored monthly support packages are available by quotation.

Monthly retainer fees are payable in advance.

11. Quotations and Scope

Quotations are based on the information supplied by the customer.

If requirements change significantly after a quotation has been accepted, Spreadsheet Mentor may:

  • Agree a revised scope
  • Provide an additional quotation
  • Extend the agreed timescale where reasonably necessary

No additional charge will be made without agreement.

12. Customer Responsibilities

Customers are responsible for:

  • Providing accurate information about their requirements
  • Supplying necessary files and information in a timely manner
  • Keeping their own backup copies of important files and data
  • Checking completed spreadsheets before relying on them for important financial or business decisions
  • Ensuring that they have authority to provide any data or files supplied to Spreadsheet Mentor

Customers should retain an original backup before providing a spreadsheet for modification.

13. Confidentiality

Customer spreadsheets, documents and business information will be treated confidentially and will not be shared unnecessarily with third parties.

Personal information is handled in accordance with the Spreadsheet Mentor Privacy Policy.

Where third-party services are required to deliver a service, information will only be shared where reasonably necessary.

14. Third-Party Services

Spreadsheet Mentor may use third-party services for payment processing, downloads, communication, video calls, website hosting or other business functions.

These providers may have their own terms and privacy policies.

Spreadsheet Mentor is not responsible for temporary outages, technical failures or service interruptions caused by third-party providers that are outside its reasonable control.

15. Spreadsheet Accuracy and Customer Decisions

Spreadsheet Mentor takes reasonable care when creating, reviewing and providing spreadsheets and training.

However, customers remain responsible for reviewing their data and determining whether a spreadsheet is appropriate for their particular circumstances.

Spreadsheet Mentor does not provide regulated financial, investment, tax or legal advice.

Spreadsheet outputs should not be treated as a substitute for appropriate professional advice where this is required.

16. Limitation of Liability

Nothing in these terms excludes or limits liability where doing so would be unlawful.

Subject to that, Spreadsheet Mentor will not be responsible for indirect or consequential losses, loss of profit, loss of business, loss arising from customer decisions based on spreadsheet outputs, or losses caused by inaccurate or incomplete information supplied by the customer.

These terms do not affect any statutory rights that cannot legally be excluded.

17. Intellectual Property

Unless expressly agreed otherwise, Spreadsheet Mentor retains copyright and intellectual-property rights in its:

  • Courses
  • Training materials
  • Templates
  • Guides
  • Website content
  • Methods and processes
  • Pre-existing spreadsheet components
  • Branding and other original materials

Purchasing a product or service does not transfer these rights except for the specific usage rights expressly granted.

18. Customers Under 18

Customers must be 18 or over to purchase directly from Spreadsheet Mentor.

Where a learner is under 18, a parent or legal guardian must make the purchase on their behalf and accept these Terms & Conditions.

19. Events Outside Reasonable Control

Spreadsheet Mentor will not be responsible for delays or failure to provide a service where this results from circumstances reasonably outside its control.

Where possible, affected customers will be contacted and alternative arrangements made.

20. Changes to These Terms

These Terms & Conditions may be updated from time to time.

The current version and Last updated date will be displayed on the website.

Changes will not retrospectively alter the terms applying to a purchase or service already agreed unless required by law or agreed with the customer.

21. Governing Law

These Terms & Conditions are governed by the laws of England and Wales.

Consumers retain any mandatory legal rights that apply to them.

22. Contact

Questions about these Terms & Conditions can be submitted through the Spreadsheet Mentor contact form or by email at [email protected].

Have a question?

If you need clarification about these Terms & Conditions, please get in touch.

Contact us  →
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SPREADSHEETMENTORPractical Excel training and support

Thank you

Your enquiry has been received

I appreciate you getting in touch and will review your message as soon as possible.

I’ll get back to you within 1–2 working days.

Thanks again for getting in touch.

What happens next?

1

I’ll review your enquiry

I’ll read through your message and any details you’ve sent.

2

I may get in touch

If I need more details, I’ll email you or suggest a quick call.

3

I’ll discuss your options with you

I’ll talk through your needs and explain how I can help.

4

I’ll confirm what happens next

I’ll confirm the agreed plan and timescales.

In the meantime...

Feel free to explore more about what I do:

Excel Courses→Bespoke Spreadsheets→1-to-1 Excel Help→Teams & Businesses→

Have another question?

You can always get in touch via the contact form.

Contact Me  →
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Laptop displaying a Budget vs Actual dashboard

One file, maximum 16 MB. If your file is larger, send the enquiry without it and I’ll arrange another way for you to share it.

Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
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Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
Laptop displaying a Budget vs Actual dashboard
SPREADSHEETMENTORPractical Excel training and support

SPREADSHEET DOCTOR

Fix and improve your existing Excel spreadsheet.

If your spreadsheet has errors, needs a clearer layout or could work harder for you, I’ll help you fix and improve it so you can work with confidence.

Get spreadsheet help→Ask a quick question
Your data is safe with me. Uploaded files are treated in confidence and never shared with anyone else.
Read the Privacy Policy  →

Fix or improve an
existing spreadsheet

Upload your Excel file and explain the issue. I’ll fix errors, improve layouts and make your spreadsheet easier to use.

  • ✓Fix formulas and broken links
  • ✓Improve layout and presentation
  • ✓Automate repetitive tasks
  • ✓Add reporting and dashboards
  • ✓General troubleshooting and improvements
I need a spreadsheet fixed→

Need a brand-new
spreadsheet?

Explore Bespoke Spreadsheet Creation for an Excel solution designed around the way you work.

  • ✓Custom spreadsheets to match your needs
  • ✓Calculations, logic and validations
  • ✓Reports, summaries and dashboards
  • ✓Simple, clear and easy to use
  • ✓Designed to save time and reduce errors
Explore bespoke creation→

What I can help with

Formulas &
calculations

Fix formulas and make calculations work properly.

Errors &
troubleshooting

Resolve broken links, errors and unexpected results.

Layout &
presentation

Make spreadsheets clearer, tidier and more professional.

Automation &
efficiency

Reduce repetitive work and simplify routine tasks.

Reports &
dashboards

Create clearer summaries and useful visual reporting.

Data clean-up &
validation

Tidy inconsistent data and add checks that help prevent mistakes.

How it works

1

Enquire

Tell me what you need and upload your file if relevant.

2

Review & quote

I’ll review it and provide a fixed-price quote.

3

Agree & start

Confirm the scope, price and timescale.

4

Work completed

I’ll fix or improve your spreadsheet.

5

Test & check

I’ll check the result works as agreed before delivery.

6

Delivered & explained

You receive the finished file and an explanation.

Clear pricing, no surprises

I’ll review your requirements and provide a fixed-price quote before any work begins.

Fixes & improvements
from£75
Bespoke spreadsheet builds
from£150

Prices are indicative and may vary depending on the size and complexity of the work.

Confidential & secureYour files and information are handled with complete confidentiality.
Practical & easy to useSolutions designed for real workplaces – simple, clear and easy to use.
Teams handover availableOptional Teams call to walk through your new or improved spreadsheet.
SPREADSHEETMENTORPractical Excel training and support

BESPOKE SPREADSHEET CREATION

Custom Excel spreadsheets built around your needs

Practical, reliable and easy-to-use spreadsheets designed to solve your specific challenges and save you time.

Discuss your project →How it works

Already have a spreadsheet that needs fixing or improving? Visit Spreadsheet Doctor →

Designed around your requirements
Built by an experienced finance professional
Save time and work more efficiently
Practical, user-friendly design
Clear, fixed pricing with no hidden costs

What’s included?

  • ✓A spreadsheet designed around your specific needs
  • ✓Formulas, automation and data handling
  • ✓Clear and logical structure
  • ✓User-friendly design with clear instructions
  • ✓One round of reasonable revisions included
  • ✓Handover and explanation of how it works
  • ✓Optional Teams walkthrough (if helpful)
Submit your bespoke request →
XBespoke spreadsheet creation

From £150

Fixed quote after discussion

  • ✓Tailored to your exact requirements
  • ✓Built in Microsoft Excel (Windows or Mac)
  • ✓One round of reasonable revisions included
  • ✓Handover and explanation included
  • ✓Optional Teams walkthrough (if helpful)
  • ✓Clear timelines and delivery date agreed upfront
  • ✓Larger or more complex projects quoted separately
  • ✓Payment terms confirmed with your quote
Built on 25+ years of real-world finance experiencePractical solutions from someone who understands the challenges of working with spreadsheets in the real world.

How it works

1

Get in touch

Tell me about your requirements, including your objectives, data and any examples you have.

2

Receive a fixed quote

I’ll review your requirements and provide a clear, fixed quote with an estimated timescale.

3

Development and review

I’ll build your spreadsheet and share it for your feedback. One round of reasonable revisions is included.

4

Delivery and handover

You’ll receive the completed spreadsheet along with instructions, and an optional Teams walkthrough.

Frequently asked questions

What types of spreadsheets can you create?

I can create a wide range of spreadsheets, including calculators, trackers, reporting tools, dashboards and automated templates. If you’re not sure whether your idea is possible, just get in touch and we can discuss it.

How much does it cost?

Projects start from £150. After discussing your requirements, I’ll provide a clear, fixed quote based on the scope and complexity.

How long will it take?

Timescales depend on the complexity of the project. I’ll confirm an estimated delivery date when I provide your quote, and you can let me know if you have a specific deadline.

What software do you use?

All spreadsheets are built in Microsoft Excel (compatible with Windows or Mac).

Can you work with my existing spreadsheet?

Yes. I can review and improve existing spreadsheets, fix issues or add new features.

Will the spreadsheet be easy to use?

Yes. All spreadsheets are designed to be user-friendly, with a clear layout and instructions so you can use and maintain them with confidence.

Do you offer revisions?

Yes. One round of reasonable revisions is included in the quoted price. Additional revisions can be discussed if needed.

Will I receive instructions?

Yes. You’ll receive clear instructions with your completed spreadsheet, and I can also provide an optional Teams walkthrough to explain how it works.

Is ongoing support included?

No. Ongoing support is not included, but if you’d like continued help after your spreadsheet is delivered, you can use the Retainer Support service.

Can you create templates for repeated use?

Yes. I can create templates that you can reuse with your own data, saving you time and ensuring consistency.

What information do you need to get started?

A brief overview of what you need, any data or examples you have, and your objectives. The more detail you can provide, the clearer and faster I can give you a quote.

How do I make payment?

Payment terms will be confirmed with your quote. This may include an upfront payment, depending on the size and complexity of the project.

Have a project in mind?Get in touch to discuss your requirements and receive a fixed quote.
Discuss your project →Send a project enquiry
SPREADSHEETMENTORPractical Excel training and support

TEAM TRAINING

Practical Excel training for teams and organisations

Build your team’s confidence, capability and productivity with tailored, hands-on Excel training.

Tailored to
your team
Practical,
real-world skills
Engaging
and interactive
Online or
in person
Discuss your team’s needs →Send a business enquiry
Increased
productivity
More efficient
processes
Greater confidence
with data
Practical skills
your team can use
Training that fits
your organisation

What’s included?

  • ✓Bespoke training content based on your team’s needs
  • ✓Delivered online via Microsoft Teams or in person at your workplace
  • ✓Practical, hands-on sessions with real examples
  • ✓Exercises and scenarios relevant to your work
  • ✓Tips, shortcuts and best practices
  • ✓Time for questions and discussion
  • ✓Supporting materials provided where appropriate (e.g. example files or quick reference guides)
Explore the Team Training brochureTopics, delivery options and pricing in a free three-page PDF.Get free brochure (PDF) ↗
Team training pricing

£95

1-hour session
(online)

  • ✓Up to 6 people
  • ✓Interactive and practical
  • ✓Tailored to your needs

£275

Half-day session
(3.5 hours)

  • ✓Up to 6 people
  • ✓Interactive and practical
  • ✓Tailored to your needs

£495

Full-day session
(7 hours)

  • ✓Up to 6 people
  • ✓Interactive and practical
  • ✓Tailored to your needs

Prices shown are for standard sessions for up to 6 people. Contact me to confirm availability and requirements before booking.

Larger groups or ongoing training?If you have more than 6 people, or would like a tailored programme, please get in touch for a quote.
Built on 25+ years of real-world finance experiencePractical training from someone who understands the challenges of working with spreadsheets in the real world.

How it works

1

Get in touch

Tell me about your team and what you’d like to achieve.

2

Discuss and plan

I’ll discuss your needs with you and create a training plan tailored to your team.

3

Deliver the training

Engaging, hands-on sessions (online or in person).

4

Put your skills to use

Your team applies what they’ve learned and works more confidently with Excel.

Frequently asked questions

Still have questions?   Send a business enquiry →

Who is team training suitable for?

Team training is suitable for all levels, from complete beginners to advanced users. Sessions are tailored to your team’s current skills and what you want to achieve, whether that’s building core skills, improving efficiency or working on more advanced topics.

How many people can attend a session?

Sessions are priced for up to 6 people. If you have a larger group, please get in touch and I can provide a tailored quote. Any group size can be accommodated, depending on the venue and content.

Can the training be tailored to our specific needs?

Yes. All training is tailored to your team’s needs, using real-world examples relevant to your work. I’ll discuss your objectives with you in advance to make sure the session covers the right topics and delivers practical value for your team.

Do you provide training materials?

Yes. All sessions include supporting materials such as a quick reference guide and practice files where appropriate. These are yours to keep and use after the training.

Do you offer online and in-person training?

Yes. I offer both online training via Microsoft Teams and in-person training at your workplace (location dependent). Online training works well for remote and hybrid teams, while in-person training is ideal if you prefer face-to-face sessions.

What do we need for online sessions?

All you need is a computer with Microsoft Teams, a stable internet connection and Excel installed (any recent version). I’ll send a joining link and any preparation details before the session.

How do we book and what are the payment terms?

Start by getting in touch via the contact form or the ‘Discuss your team’s needs’ button. We’ll agree the content, date and any specific requirements. Payment is typically required in advance, and I’ll confirm the details when we book.

Do you offer ongoing support after the training?

Yes. If you’d like additional support after the training, I offer a separate Retainer Support service. This can include answering questions, reviewing your spreadsheets or providing further guidance on specific topics. Please get in touch to discuss the options.

Ready to invest in your team’s potential?Get in touch to discuss your training needs and receive a tailored proposal.
Discuss your team’s needs →Send a business enquiry
SPREADSHEETMENTORPractical Excel training and support

1-TO-1 EXCEL HELP

Personalised Excel support when you need it

One-to-one online or in-person sessions to help you build your skills, solve problems and feel more confident using Excel.

Book a session →Send an enquiry
Book a session →Send an enquiry
Suitable for all skill levels
Students, employees and individuals
Practical, real-world examples
Learn at your pace
Friendly, patient and supportive

Who is this for?

  • ✓Complete beginners
  • ✓Students and learners
  • ✓People returning to Excel
  • ✓Employees who want to improve their skills
  • ✓Anyone who wants practical, one-to-one help
Bring your own spreadsheet

Have a file or Excel problem you’d like to work through? Bring it to your session and I’ll guide you step by step.

Prefer me to fix it for you? See Spreadsheet Doctor →

Book here →
1-to-1 Excel Help
Single session£451 hour3-session package£1203 × 1 hour

Online via Microsoft Teams; in person by arrangement.

  • ✓Tailored to your needs and goals
  • ✓Work on your own spreadsheets or use practice files
  • ✓Clear, step-by-step explanations
  • ✓Relevant notes and examples provided (where helpful)
  • ✓3 months to use your 3-session package
  • ✓Free short initial discussion (where needed)
  • ✓24-hour rescheduling policy

(one free late cancellation/reschedule before further charges may apply)

Built on 25+ years of real-world finance experiencePractical, jargon-free training and support from someone who understands the challenges of working with Excel in the real world.

How it works

1

Get in touch

Tell me what you’d like help with and I’ll arrange a convenient time with you.

2

Book your session(s)

Choose a single session (£45) or a 3-session package (£120). Sessions are usually via Teams, with in-person available by arrangement.

3

Join your session

We’ll work through your topics step by step, using your files or example exercises.

4

Put your skills into practice

You’ll receive relevant notes and examples, and you can book further sessions whenever you need additional help.

Frequently asked questions

Do I need any previous experience?

No. The sessions are suitable for complete beginners as well as those with some experience who want to improve their skills.

How much does it cost?

A single session is £45 per hour, or you can book 3 × 1-hour sessions for £120. Choose your session on Payhip to book and pay securely.

How do the 3-session packages work?

The 3 sessions can be used over a 3-month period from your first session, giving you time to learn, practise and come back with new questions.

What will we cover in the sessions?

That’s up to you. We can work through your own spreadsheets or I can provide tailored examples and practice files. Common topics include formulas, data analysis, reporting, dashboards and general Excel skills.

Can I bring my own spreadsheet?

Yes. You’re welcome to bring your own file or problem and we can work through it together.

Do you provide notes or practice files?

Yes. I can provide relevant notes, examples and practice files where helpful, so you can follow along and refer back to them after the session.

Do the sessions take place online or in person?

Most sessions are via Microsoft Teams. In-person sessions are available by arrangement, depending on location.

Can I reschedule a session?

Yes. Please give at least 24 hours’ notice to reschedule. You get one free late cancellation or reschedule; further late cancellations may be charged.

How do I book a session?

Use ‘Book a session’ to choose and pay for a session on Payhip. Use ‘Send an enquiry’ if you have a question or need an in-person arrangement.

What if I need more help after my sessions?

You can simply book additional 1-to-1 sessions whenever you need them.

Ready to improve your Excel skills?Get in touch to book your session or ask any questions.
Book a session →Send an enquiry
SPREADSHEETMENTORPractical Excel training and support

RETAINER SUPPORT

Ongoing Excel support when you need it

Flexible, reliable and cost-effective support from someone who understands the real-world challenges of working with spreadsheets.

Expert support
Solve problems faster
Practical advice
Save time and resources
Support when you need it
View retainer plans →Discuss your needs
XSupport.
Solutions.
Better spreadsheets.
All year round.
View retainer plans →Discuss your needs
Reliable, ongoing support
Access to expert knowledge
Greater efficiency and productivity
Flexible to your needs
Support when you need it

What’s included?

  • ✓Support with existing spreadsheets
  • ✓Fixes, improvements and small enhancements
  • ✓Advice, troubleshooting and problem solving
  • ✓Formula, data and automation support
  • ✓Review and optimisation of your spreadsheets
  • ✓Ongoing guidance and best practices
  • ✓Flexible support tailored to your needs
Retainer support

£195 per month

3 flexible support hours

  • ✓Use your hours as needed
  • ✓Support with existing files
  • ✓Advice and troubleshooting
  • ✓Unused hours roll forward for 1 month
  • ✓Routine emails and quick questions don’t use your allowance
  • ✓3, 6 or 12 month plans: £195 per month
Choose your retainer plan →

Need a different arrangement?

If you need more hours, or a bespoke support package for your team or business, please get in touch for a tailored quote.

Send a business enquiry
Built on 25+ years of real-world finance experiencePractical support from someone who understands the challenges of working with spreadsheets in the real world.

How it works

1

Get in touch

Tell me about your needs and what you’d like support with.

2

Agree a plan

I’ll discuss your requirements with you and make sure the retainer is right for you.

3

Get started

Your support begins and you can use your hours as needed each month.

4

Ongoing support

Continue to get reliable, expert help to keep your spreadsheets working for you.

Frequently asked questions

Still have questions?　Send a business enquiry　→

What is retainer support?

Retainer support gives you a set number of hours each month to use for Excel support, such as fixes, improvements, troubleshooting, advice and optimisation. It’s a flexible way to get ongoing help when you need it.

How do the hours work?

You can use your 3 flexible hours however you need during the month. Unused hours roll forward for 1 month, giving you extra flexibility.

What can I use the support for?

Support includes help with existing spreadsheets, fixes, improvements and small enhancements, formula and data issues, automation, troubleshooting, reviewing and optimising your spreadsheets, and general Excel advice.

Do you work with teams as well as individuals?

Yes. Retainer support is suitable for both individuals and teams. If you need support for a larger team or a bespoke arrangement, please get in touch for a tailored quote.

Do routine emails and quick questions use my hours?

No. Routine emails and quick questions (e.g. brief advice or a simple formula) don’t use your monthly allowance. I’ll let you know if something is likely to take longer so you can decide how you’d like to use your hours.

How quickly can I get support?

I aim to respond to all enquiries within one working day. Once we’ve agreed your plan, I’ll get started and you can use your hours as needed.

How do we communicate?

You can contact me via the website contact form or email. We can also use a secure file upload link for larger files, and Microsoft Teams where helpful.

How long is the commitment?

Choose a 3, 6 or 12 month plan. Your £195 monthly payment is collected automatically for the duration you select.

What if I need more than 3 hours?

For extra hours or a tailored plan, complete the Discuss your needs form for a quote.

Ready to invest in better spreadsheets?Get in touch to discuss your support needs and receive a tailored proposal.
Discuss your needs →Send a business enquiry
Laptop displaying a Budget vs Actual dashboard
Laptop displaying an Excel dashboard with green charts
Five coloured Excel course boxes representing the complete course bundle
Excel trainer presenting to a group of three learners
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Laptop with Excel practice workbook, mug and books
Spreadsheet consultant providing ongoing Excel support at a laptop
Budget vs Actual Excel template promotional image
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Business team reviewing an Excel dashboard together
Business team reviewing an Excel dashboard together
Tony delivering practical Excel training to a business team
Tony delivering practical Excel training to a business team