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