Teaching Finance That Actually Makes Sense

We started in 2019 because too many department heads were drowning in spreadsheets they didn't fully understand. That seemed backwards to us.

Modern office workspace with financial planning materials
Team collaboration on budget planning

How We Got Here

Back in early 2019, I was consulting for a manufacturing company in District 7. The operations manager—brilliant guy, knew his production line inside out—was fighting with his quarterly budget reports. Not because he was bad with numbers. The tools just weren't built for how real departments actually work.

That's when it clicked. Most budget training teaches software features or accounting rules. But nobody was teaching the practical side—how to track spending across projects, how to justify expenses to executives, how to actually plan for next quarter when this quarter isn't even finished yet.

So we built NotelyToolNet around that gap. Real scenarios from real departments. The messy stuff that happens between the textbook examples and your actual Monday morning meeting.

We've worked with 47 companies since then, mostly mid-sized businesses expanding their operations. And honestly? The biggest change isn't in their spreadsheets. It's in how confidently their teams handle budget conversations.

What Makes Our Training Different

We skip the generic budget theory and focus on the situations you'll face in your actual role. Because knowing how to use budget software doesn't mean you know what to do when three departments need the same limited funds.

Department-Specific Context

Marketing budgets work differently than IT budgets. We teach you the frameworks that apply to your specific role, not generic finance principles that might not translate.

Real Scenario Practice

You'll work through mid-year reforecasts, unexpected expense requests, and cross-department allocation decisions. The stuff that actually comes up in your role.

Follow-Up Support

Most training ends when the session ends. We check in after you've applied what you learned, because that's when real questions emerge.

Who's Teaching You

Small team. We both spent years in corporate finance before moving to education. Which means we've made most budget mistakes ourselves—and we know how to help you avoid them.

Linh Trần, Founder and Lead Instructor

Linh Trần

Founder & Lead Instructor

Spent eight years running budgets for a regional logistics company before starting NotelyToolNet. I handle most of our training programs and course development. My specialty is helping operations teams build budgets that actually reflect how their departments function.

Bảo Nguyễn, Finance Systems Specialist

Bảo Nguyễn

Finance Systems Specialist

Former FP&A analyst who got tired of fixing the same budget errors every quarter. Now I teach department heads how to set up systems that prevent those errors in the first place. I also handle our technical workshops on budget software integration.

Budget training session in progress
Financial planning workshop materials

What Guides Our Work

Practical Over Perfect

We'd rather teach you a budget approach that works 90% of the time than a theoretically perfect system you'll never actually use. Real business doesn't wait for perfect data.

Questions Are Progress

If you're asking questions during training, that means you're thinking through how this applies to your situation. That's exactly what we want. There's no such thing as a dumb budget question.

Context Matters More Than Rules

Budget best practices exist. But sometimes your department's reality requires a different approach. We teach you when to follow the standard rules and when to adapt them.

Ready to Build Better Budget Skills?

Our next training cohort starts in September 2025. Spots are limited to 12 participants so everyone gets individual attention.

Get Training Details