Spreadsheet for client deadlines etc,,

Spreadsheet for client deadlines etc,,

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Hi everyone,

Am about to start my own very small practice (50 small clients) and need some sort of tool to assist me in looking after deadlines etc,,.

Does anyone have one they would be willing share??

A

Replies (7)

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By Fidodido
19th Jun 2009 10:18

excel
I am in a similar position to yourself but have been trading for just over a year.

I just use an excel spreadsheet in year end order with deadlines going across. You can add functions to turn box's different colours as dedlines approach ( i have not done this as i do not need it).

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By petersaxton
19th Jun 2009 17:22

Use Excel
It's better if you come up with your own because you know what you want to track.

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By chatman
20th Jun 2009 11:27

I've got one you can have.
Give me your email address and I'll send it to you. Best to replace @ with AT to avoid spammers.

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By OPTIMISE
20th Jun 2009 16:29

practice management
Please join the2020 group they provide a lot of free tools

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By Jason Dormer
20th Jun 2009 19:52

Spreadsheet
I have got one you could use.

Email: [email protected]

Jason Dormer
www.seahorseuk.co.uk

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By selfeax
22nd Jun 2009 12:13

Can i get it too please?
Hi Jason,

could i trouble you for the spreadsheet as well? I am in the same position. will send you an email.

thanks

Maryann

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By chris.slaneyandco.co.uk
25th Jun 2009 20:14

Spreadsheet for client deadlines
@ Jason
I would appreciate a copy of your s/sheet, I will e.mail the address you've given above, thanks in anticipation.
Chris

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