Excel Client Database for Accountant
$25-50 CAD / hour
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.
Project ID: #38845580
About the project
71 freelancers are bidding on average $35/hour for this job
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
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
"""""""""""""""""""""""ACCOUNTING/FINANCE/BOOKKEEPING/QUICKBOOKS & EXCEL EXPERT"""""""""""""""""""""""""""""" Sir, ACCOUNTING is my specialty and I am ACCOUNTING, FINANCE, BOOKKEEPING, QUICKBOOKS, FINANCIAL STATEMEN More
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
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
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
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
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
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
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
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
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
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