Excel Client Database for Accountant

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I'm seeking a skilled Excel expert to create a client database for me tailored for accounting purposes. This database needs to be user-friendly, organized, and equipped with reminders for appointments and deadlines.

Key requirements:

- The database will store contact details and appointments/deadlines for each client. However, I want to maintain a level of privacy so that not everything is visible until the specific client is clicked on.

- The information should be organized in a single Excel sheet with collapsible sections for each client.

- The database should include automated features, specifically reminders for appointments and deadlines.

Ideal skills and experience:

- Proficiency in Excel, especially with creating collapsible sections and automated features

- Previous experience in creating client databases

- Understanding of accounting needs and confidentiality requirements

- Excellent communication skills for understanding and implementing specific requirements.

Data Processing Excel Microsoft Access Visual Basic

Project ID: #38845580

About the project

71 proposals Remote project Active 4 days ago

71 freelancers are bidding on average $35/hour for this job

rahul62544

Hello Brandon, I have carefully reviewed your project requirements for creating a tailored client database in Excel for accounting purposes. I specialize in Excel and have extensive experience in creating user-friendl More

$50 CAD / hour
(1038 Reviews)
8.8
asin1987

Dear Employer, hope you are doing well!! I will build a professional, efficient and user friendly accounting database on Excel and it will have below features: - A section where you will store the client details. - A More

$50 CAD / hour
(297 Reviews)
8.4
schoudhary1553

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are look More

$38 CAD / hour
(617 Reviews)
8.6
AccountantArman

"""""""""""""""""""""""ACCOUNTING/FINANCE/BOOKKEEPING/QUICKBOOKS & EXCEL EXPERT"""""""""""""""""""""""""""""" Sir, ACCOUNTING is my specialty and I am ACCOUNTING, FINANCE, BOOKKEEPING, QUICKBOOKS, FINANCIAL STATEMEN More

$38 CAD / hour
(304 Reviews)
7.5
usmanbashir12100

Hi, Are you in search of a highly skilled Microsoft Excel expert proficient in automated solutions encompassing Excel VBA, Excel formulas, Excel macros, functions, Excel dashboards, and Pivot tables? Look no further, More

$35 CAD / hour
(31 Reviews)
6.3
AwaisChaudhry

Hello, I understand that you need a well-organized client database in Excel, specifically designed for accounting. I will create a user-friendly interface that allows you to store contact details and manage appointmen More

$35 CAD / hour
(6 Reviews)
6.4
MamukaB

Hello, I can help to do this job. I'm working in big distribution company, where I make reports from big data amount. I'm working with data about 1 500 000 line everyday. In report we checking every (from 4000 client d More

$25 CAD / hour
(76 Reviews)
5.6
monicawriter99

Hey employer, I hold a Master's degree in Economics and statistics making me a suitable person for your project " Excel Client Database for Accountant ". I have more than 3 years of professional experience in statistic More

$25 CAD / hour
(18 Reviews)
4.9
hayteekeys

Hi, I'm a great professional expert in Data works or projects..i am well versed in these areas: - Data mining - Data entry - Excel - Data processing -Automation tools -VBA - Web scraping -Financial Analysis - MySQL -Ad More

$25 CAD / hour
(18 Reviews)
4.7
LionsDenGaming

Hi, I understand you're looking for an Excel expert to create a client database tailored for accounting purposes. Ensuring privacy while maintaining an organized and user-friendly interface can be quite challenging. M More

$38 CAD / hour
(2 Reviews)
4.6
ayazakhtar75

Here’s the bid tailored to your project: Hi, This is definitely possible, and I’ve successfully developed user-friendly and secure client databases in Excel, tailored for accounting and other professional purposes. More

$25 CAD / hour
(19 Reviews)
4.0
tangramua

Dear Brandon L.,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your proje More

$35 CAD / hour
(1 Review)
3.8
fonkij

Hi there, I am an experience accountant with the required expertise in Client Databased systems and Excel to be able to handle this project perfectly for you right away. Please reach out let's begin right away. You wi More

$25 CAD / hour
(9 Reviews)
3.7
paul612

With over two and a half decades of experience, my understanding of data processing and Excel is unparalleled. I have created numerous accounting client databases throughout my career, ensuring ease of use, organizatio More

$50 CAD / hour
(4 Reviews)
3.5
hmplakmal1

Hi, With my diverse background in both accounting and information management, I am confident that I possess the necessary skills to create the user-friendly and confidential Excel client database you require. My profi More

$35 CAD / hour
(9 Reviews)
3.4
asifchaudhry2015

Hi there, Instead of a traditional Excel solution, I recommend a web-based platform for your client database. This approach offers enhanced security for confidential data, seamless automation for reminders, and intu More

$38 CAD / hour
(1 Review)
2.6
muzafar042

Hi there, I am an experienced Excel expert with a strong background in creating user-friendly, organized databases tailored for accounting purposes. I will design a secure and efficient client database with collapsibl More

$25 CAD / hour
(6 Reviews)
2.7
Umerfarooqahmad

Hello, I am Umer Farooq ACCA, a financial advisor and Microsoft Certified Excel Specialist with expertise in creating tailored client databases for accounting purposes. I can design a user-friendly, organized databa More

$40 CAD / hour
(2 Reviews)
2.5
Deployyit

With vast experience in data processing. I will design an Excel client database that meets your accounting needs and respects privacy requirements. By creating collapsible sections for each client, I will efficiently o More

$40 CAD / hour
(1 Review)
1.8
vasylt4

Dear, Client. I was drawn to your project due to the need for a highly organized and user-friendly Excel client database with specific automation features. ⭐️ In my opinion, in order to complete your project succes More

$25 CAD / hour
(1 Review)
1.6