Making Sense of Business Finance for EAs, PAs & Office Managers
Understand, read and communicate the language of Finance in this One-Day Masterclass
- One Day Masterclass
- Reduce your finance overwhelm
- Level up your finance skills as an Office Manager, EA or PA
- Only £495 +VAT
"I wish I had done this training years ago! It answered so many questions I have always felt scared and almost embarrassed to ask. It has helped me to understand massively… the fundamentals and importance of finance, why decisions are made, why we need to take time to evaluate and how it can be such a fantastic tool to plan for the future. This course really adds so much value."
Daniel Skermer
Do you feel overwhelmed when it comes to understanding business finance?
The reality for many Office Managers, Executive Assistants and Personal Assistants is that business finance terminology and making sense of the jargon can seem like a foreign language.
You’re not alone in this challenge. Understanding the flow of money, interpreting financial statements, and decoding financial jargon can often feel like an uphill battle.
Your Excellency’s ‘Making Sense of Business Finance’ One Day Masterclass is designed to give you the skills you need to feel comfortable understanding, interpreting and communicating Finance.
At the end of this masterclass you'll be able to:
- Understand the business flow of money and business cycle phases
- Read and interpret the main financial statements – Profit and Loss/Income Statement, Balance Sheet/Position Statement and Cashflow
- Differentiate between Capex and Opex and understand the process of depreciation
- Develop and monitor a department or project budget
- Identify, manage and control costs
- Demystify financial terminology and jargon
Upcoming Dates for 2026
Tuesday May 12th 2026
Limited places available to ensure we deliver the highest value training possible on this Masterclass.
Thursday June 25th 2026
Limited places available to ensure we deliver the highest value training possible on this Masterclass.
Meet your Finance Masterclass trainer - Joshua Taylor
Joshua is a highly regarded trainer with a passion for sharing knowledge and impactful training in an easy-to-understand way, especially when it comes to Finance.
Joshua believes that the biggest barrier to understanding Finance is the jargon, and loves bringing finance to life and making it fun (yes, finance can be fun!).
Joshua has delivered Finance training to hundreds of EAs & PAs across the globe, as well as regularly delivering in-house Finance for Non Finance Managers programmes to organisations both in person & virtually. He also delivers sessions at the PA Show & for networking groups.
"I completed the Making Sense of Business Finance for EAs & PAs. Such a great training session with Josh. He made it so easy to understand each of the sections and the use of our own company filings to use as examples was a really nice touch. I have previously attended the Lunch & Learn live webinars which were also very well presented and well thought out. Such a great training company. I am so pleased to have found somewhere I can hone, update and develop my PA skills with. Thank you!!"
Rachel Barker, Trustpilot review
Are you a member of our Mini MBA or Essential PA Alumni?
The Essential PA Programme alumni & Graduates are invited to join the 'Making Sense of Business Finance for EAs & PAs' at a discounted rate of £250 + VAT (usual price £495 + VAT)
To take advantage of this special rate contact us using the button below
"Thank you very much, I am so glad I chose Your Excellency for this Masterclass as it gave me exactly what I needed. You delivered it so well and very engagingly, I feel like I have learnt a lot and am now going to be more confident to support my executives with financial decisions. Please feel free to use this as a review. Thanks again, and I look forward to receiving the recording."
Nicola Bassett, Executive Assistant
" I joined the Finance for EA training recently and was pleasantly surprised by the content, the material and the trainer. Josh was fantastic on the day, with an enthusiastic and flexible attitude, structured the course so it made sense. He did his research about our companies so the discussions and examples made sense to us. The material sent prior to the course was clear, easy to read and I would encourage anyone to read before joining the course. All our questions were answered. I highly recommend this course to PAs/EAs supporting management and C-suite level Executives."
Vee, AXM, Executive Assistant / Office Manager
