Access Database for Customer and Transaction tracking
$2-8 AUD / hour
Chiuso
Pubblicato più di 6 anni fa
$2-8 AUD / hour
I have a tax and bookkeeping office.
I need to be able to do the following:
* record and edit personal information about a contact, such as name and phone number
* establish a 'client' record with address information
* link contacts together who are part of the same 'client' and identify how they are connected
* record and edit transaction data, showing the client, service, filing date or period, completion date, and payment status.
* see a printable summary screen for a client, showing a list of services and transaction details associated with that client - with a link for updating transactions
* see a printable and editable summary screen for a client, showing all the data associated with that client and the data for any contacts associated with that client.
Here is a more descriptive explanation:
Our office provides tax and bookkeeping services.
I need to track client information and the various contacts that are associated with those clients. For tax services, the contacts might be the taxpayer, spouse and dependent. For bookkeeping services, the contacts might be the business owner, office manager and bookkeeper. I need to be able to search for the client or by the contact name. I need to be able to open a record and see all the contact information about that client on one screen. I need to be able to print off that information so I can have the client review and verify it as needed.
I need to track transaction information. For a tax client, this may be the year related to the return, the date the return was completed, and be able to indicate if certain forms were completed for that client. For bookkeeping clients, this may be the type of work performed, the period for which services were performed, and the date the work was completed. I need a screen where I can look up the client and see their history all on one page.
I need to track payment information. For any type of client, I need to know the status of payment for each transaction, the amount due, the last date the client was called or sent a letter, and the date the payment status was last updated. I need to be able to see the list in table form, and I need to be able to generate a report that is filtered by status date or last contact date.
Dear Valued Employer,
I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements.
I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant.
If you feel to discuss more before you award me the project, you can send me the message.
Kind regards,
Rakesh
DEAR SIR / MAM ,
HI I AM VINNY FROM SPAIN . AS PER YOUR JOB WE HAVE THREE PEOPLE TEAM HERE IN
OUR OFFICE WE ALL HAVE MORE THAN 10 YEARS EXPERIENCE IN THIS WORK .
Namaste. I would like to do this job and have read the requirements and be able to follow every instructions that you provide. I have experiences in data entry and expert in using microsoft office and expert in calculating and finance. i am pleased if you hire me and please let me know. Thank you.
My name is Mohamed. I was born and raised in Germany.
Am able to speak German and English in word and writing.
I have more than 10 years experience in Offshoring Inbound, Outbound, Mailing, Chat and IT Support.
I am customer-friendly and do not let stressful situations disturb me. I am reliable and punctual.
Helping other people personally gives me pleasure. Can implement the recorded quickly
Could gain my experience with reputable companies like HP, Dell, Outsourcia Group, CCA International, Teezily, Cdiscount Lycamobile and Uber Taxi App.
Hi,
I am a qualified CPA with previous experience at Ernst & Young and also a mid-level accounting firm; as such, I am proficient in database management and understand your requirements perfectly.
Relevant Skills and Experience
Accounting, Data Entry