I have an exisiting spreadsheet that I use to record client fact finds ( income / assets / liability and cash flow modally) all of the spreadsheet works quite well. obviously I'm sure it could be improved.
The main task is to get the output onto PDF for a client signature.
the spreadsheets needs to be more IPAD friendly for inputting data in front of a client
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards. Stay tuned, I'm still working on this proposal.
Improve excel sheet Relevant Skills and Experience Excel/VBA Proposed Milestones £150 GBP - Completed excel Hello, I Have more than 14 years of exp. Completed 320+ projects. Look at my feedback. Thanks.