About SumProduct

Formed in late 2009, SumProduct is a boutique modelling firm that specialises in Excel, VBA, financial modelling, and all things Power BI. We target finance professionals, given that’s who we are too. We know the problems you face.

For all who work in finance, we have many free tips and tricks available throughout our website; the Excel tip of the day (available on the home page), and in our Blog and Thought articles. These include many files which are downloadable for free. As well as this array of free content, we also offer paid for content through our face-to-face training (through our Courses page), and online training modules (on our Subscriptions page). Courses include PivotTables, Excel Tips and Tricks, Financial Modelling, Power Pivot, Power Query and Power BI.

With four offices (London, Melbourne, New York and Sydney), the team is highly experienced in consulting, model development, model auditing and training. And there are two Excel Most Valuable Professionals (MVPs, as accredited by Microsoft) in the team - Liam Bastick and Tim Heng. There are only 64 MVPs bestowed with this title around the world. We also have another MVP-elect, Kathryn Newitt, who specialises in Power Query and Power BI. Our wealth of experience is reflected in our resources.

  • Free content


    Each weekday, a new blog is released on various Excel topics, covering Excel functions, Power Pivot, Power Query, Power BI and VBA. There's also a monthly challenge – a “Final Friday Fix”.


    SumProduct staff write for Microsoft and in accounting / actuarial magazines around the world. Many of our articles are reproduced here, complete with supporting Excel files available for download. Topics include financial modelling tips, charting tricks, locating phantom Excel links, etc. It also contains an archive of many of our historical blogs.


    This ad hoc page provides news from the world of Excel and Power BI. It also supplies free material from conferences such as the recent Microsoft Business Applications Summit.

  • Training


    The Subscriptions section of the website allows you to purchase online training modules. 

    Each module gives you access for a year, and there is training available in a variety of topics, including Power Query and financial modelling.

    We are also happy to provide a discount of 10% to ACCA members for the training modules. Email contact@sumproduct.com for details of how to get the discount.


    The Courses section of the website details upcoming public training courses scheduled for the next few months around the world. The courses include hands on training which will change your ways of thinking and working, and you'll be introduced to new tools and techniques enabling you to work more effectively and efficiently.

  • Core services

    SumProduct provides core services which can be applied to all areas of your business to support you in business strategy and planning. These services are:

    • modelling
    • strategy
    • planning 
    • training.

    To find out more visit the Core services area of the website.

Key features 

  • Excel tip of the day available
  • lots of free resources to help you gain CPD
  • a mix of face to face and online courses available
  • ACCA members can take advantage of a 10% discount on the online training modules.
SumProduct logo


Adding value for the times

Disclaimer: These courses and outlines are provided by third-party course providers. All course bookings are subject to the terms and conditions set by the course provider. Please see individual supplier pages for full terms and conditions. ACCA takes no liability for bookings made with third-party suppliers.