If you are relatively new to using Excel, you will notice that learning to use all Excel formulas is no easy task. There are many different functions that can be accomplished by the use of these formulas such as mathematical calculations. This is not something you can accomplish by listing your data on a Word document. The simplest of all Excel formulas are those used to perform basic mathematical calculations such as addition, subtraction, division and multiplication. If you have never worked inside of an Excel spreadsheet, you are going to need to find a course that can teach you how to get started. These functions are among the most basic and are quickly learned by even the most inexperienced users.
I understand how you may feel reluctant to allow an external advisor to delve into the detail of your business. I have had other clients who felt the same way. But all of my other clients found the investment they made was repaid many times over both in their business and their own work life balance. To help you we have produced a free spreadsheet which will allow you to reflect on what you would like to achieve with your business and where you are at present. If you use the spreadsheet it will help you to identify if it would be beneficial to get an external advisor or if you are proceeding in the direction you want. Once you have completed the spreadsheet we will review the results with you if you want at no cost to you.