Web based accounting system database designεργασίες

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...need of a skilled developer to create a robust EV charging system with a custom backend. Key Functionality: - User Management: I need a system that supports user authentication and management. This includes user registration, login, and profile management. - Real-time Updates: The system should provide real-time status updates on the charging stations. This is essential for user convenience and system monitoring. - Payment Integration: I want to integrate a payment processing system. This should support invoicing and be capable of handling different payment methods. - OCPI and OCPP Integration: The ability to work with these standard protocols is a must. Backend Specification: - Web Socket Support: The backend server must support web so...

Functionalities of Chrome extension : 1: scan any buttons fields used computer vision or openai vision or Google gimini to recognize fields or buttons 2: creator record macro auctions in same time record/uploading voice and notes 3:export files then shared the files with others that have same chorme extension Output: macro working without in others that have same extension 4: deployment on marketplace

Product Description: - FamPe is a platform that enables viewers to interact with their influencers through messages and monetary contributions. Adding a monetary contribution prioritiz...An element of exclusivity such as a star icon, spark, crown, or any other creative idea you can think of - Iconography: Abstract symbol or icon that represents exclusivity for contributors/audience Deliverables: Colored logo (Icon in gradient preferable) Black logo (single tone) White logo (single tone) Icons (Square icon without brand name, in multiple resolutions) File formats: PNG, .AI The design should be versatile enough to be used in different formats (e.g., icon, favicon, full logo with name). Additional Requirements: The logo should be trademarkable and must not be copied from any existin...

I require a capable developer to create a new Python module from Wazuh server using C programming. This module should retain the following functionalities from the original: - Agent registration - Remote configuration - Log receiving A deep understanding of TLS and SHA technologies is a must.

I am looking for a NetSuite consultant proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Resolve existing implementation issues - Offer general advice for optimization The ideal freelancer for this job should have an in-depth understanding of the NetSuite platform, specifically in financial modules. Expertise in troubleshooting and providing practical solutions are highly essential. Past experience with complex financial reporting would be a significant advantage. I'm eager to collaborate with someone who can help make the most out of our NetSuite system.

ONLY RESPOND IF YOU CAN WORK ON THIS NOW. I urgently need assistance with my potentially damaged Microsoft Exchange 2016 database. I'm not sure if it's damaged, but I'd like an expert to mount it.

I need help with developing an advanced passenger information system for a public transportation project. This will primarily involve creating a notification system to promptly alert riders of delays or any changes to their journey. Potential freelancers should ideally have: - An understanding of transport logistics - Experience with application or software development especially with geo-location and notification functionalities - Ability to design a system that is user-friendly and accessible to a large number of users Providing a robust, efficient system that users can depend on is the key.

I'm seeking an experienced CAD jewelry designer for custom-made jewelry pieces. Key tasks include: * CAD designs for a three different types of jewelry: rings, necklaces, and bracelets. * All designs will need to incorporate a...include: * CAD designs for a three different types of jewelry: rings, necklaces, and bracelets. * All designs will need to incorporate a mixture of materials such as gold, silver, and gemstones. The ideal candidate would have: * Proficiency in CAD software specifically for jewelry design. * Familiarity in using diverse materials such as gold, silver, and gemstones. * Experience in creating varied forms of jewelry like rings, necklaces, and bracelets. Your portfolio displaying your previous work in CAD jewelry design will be highly favored in ...

I am in need of an experienced SQL database administrator to help me move an entire SQL database from one server to another. The new server has Windows Server 2012 R2 installed and the SQL software is up and running. However, I am unsuccessful in attempting to access this via the network. Key Tasks: - Transfer the entire SQL database to a new server - Setup proper network access - Continue all ongoing operations from the source server on the new server Ideal Skills: - Rich experience with SQL and Windows Server 2012 R2 - Understanding of maintaining active operations during server shift - Firewall setup and operations Security isn't to be compromised during this relocation. The current server has a firewall in place for the SQL database that requires c...

...a skilled developer to create a web-based basic arithmetic calculator. Primary Functions: - The calculator should perform basic arithmetic operations such as addition, subtraction, multiplication, and division. Key Features: - The calculator should have a clean and user-friendly interface. - A history feature is optional, if you can integrate it seamlessly without compromising the simplicity of the calculator, that would be a plus. Ideal Skills: - Proficient in web development, particularly in developing interactive and user-friendly interfaces. - Prior experience in building calculators or similar tools is a big plus. - Strong understanding of basic arithmetic operations and their implementation in code. This is a great opportunity to showcase your web...

I'm in need of a unified system that can handle automated quotes, product management, and delivery for my websites on both BigCommerce and WooCommerce. Key Features: - Real-time inventory management - Customizable product options - Shipping cost calculator Ideal qualifications: - Proficient in eCommerce platforms BigCommerce and WooCommerce - Experience in building automated systems - Skilled in integrating different platforms - Expertise in inventory management - Knowledge in shipping cost calculations I have websites on both BigCommerce and WooCommerce and I would like a seamless, unified system to manage these aspects for both. If you have the skills and experience to help me, I'd love to hear from you.

...team of live streamers based in Saudi Arabia. The focus of the live streams will be on product reviews and promotions. I have specific products and brands that I want the team to promote during the live streams. Ideal candidates should: - Be based in Saudi Arabia and have a good understanding of the local TikTok community - Have a passion for product reviews and promotions - Have a strong presence on TikTok with a good number of followers - Be able to effectively engage with the audience and drive sales - Be creative, dynamic, and able to think on their feet Your primary responsibility will be to host live streams, review and promote the products I provide, and engage with the audience in a way that maximizes sales and brand awareness. If you're a Saudi Arabia-b...

I'm looking for a Python developer to assist me in creating a web scraper that can extract specific text content from a website on a weekly basis. The scraped data should be efficiently saved to a CSV or Excel file for easy review. Capable of being plugged to a distribution app. Key Requirements: - Develop a Python-based web scraper that targets a website to extract text data - The scraper should be designed to run on a weekly schedule - Ensure that the code is concise and easy to understand for potential future modifications - Store the scraped data in a CSV or Excel file format Skills and Experience: - Proficiency in Python programming - Experience with web scraping libraries such as BeautifulSoup or Scrapy - Understanding of scheduling tasks in Python...

I'm seeking a skilled web designer to improve an existing visually engaging, informational website for a general audience (mostly big companies and legal companies worldwide) It will primarily host text and image content. Ideal candidate should: - Have a rich portfolio of visually diverse websites - Have strong expertise in designing image-focused sites - Understand best practices to cater the design for a general public - Be detail oriented, and able to optimize images for quick loading times and responsive design. The existing website that i want to improve is

I'm looking for a sales representative based in the MENA Region to help promote our Active Pharmaceutical Ingredient (API) business. Key Responsibilities: - Focusing on countries including Saudi Arabia, UAE, Egypt, Morocco, Algeria - Prioritizing efforts in Saudi Arabia, UAE, Egypt, and Morocco - Assisting in increasing sales and market presence - Establishment of new partnerships - Promotion to local B2B clients - Support in order procurement Ideal Candidate: - Proven experience in pharmaceutical sales - Deep understanding of the MENA region - Strong sales and negotiation skills - Existing network within the pharmaceutical industry - Excellent communication and interpersonal skills

I'm in need of a seasoned professional who can expertly run Google Ads campaigns targeting active pharmaceutical ingredient (API) marketing at multiple exhibitions. Key Requirements: - Proficiency in running location-based Google Ads: You should have a proven track record of running successful campaigns at pharmaceutical trade shows, industry-specific exhibitions, and across various countries. - Understanding of the pharmaceutical industry: Knowledge of the industry is a must, especially in relation to marketing APIs. - Worldwide targeting expertise: You will be tasked with targeting countries like the United States, China, Germany, MENA regions (Gulf Cooperation Council (GCC) and North Africa) and Latam regions (Mexico, Brazil, and Argentina). Your role will primarily invo...

The purpose of this report is to propose the system analysis for the client, with the intention of ensuring all stakeholders involved agree to the planned solution. Throughout the project the analysis, development, implementation and testing phases will be conducted using the industry standard, agile development life cycle. This specifies that changes can be made if required and appropriate. The system analysis report is intended for all the project’s major stakeholders: the client, the trainers, the costumers ,if they can be involved, and the development team.

Job Title: WordPress Webmaster for E-commerce Platform Job Overview: We are seeking a skilled and experienced WordPress webmaster to manage and maintain our services-based e-commerce website. The ideal candidate will have a robust understanding of WordPress, e-commerce functionalities, and website maintenance to ensure optimal performance and a seamless user experience. Key Responsibilities: Website Maintenance: Conduct regular checks to ensure the website's smooth operation. Identify, troubleshoot, and resolve technical issues promptly. Perform routine backups and security updates to protect the site from vulnerabilities. Content Updates: Update site content, including text, images, and multimedia, to keep it fresh and engaging. Collaborate with content creators to ensure...

I am in need of a computer engineer who can assist me in developing a WhatsApp embedded onboard system. This system should be capable of sending, receiving, and managing messages. Key Requirements: - Implementation of WhatsApp integration for an onboard system. - Functions to send, receive, and manage messages through the onboard system. Preferred Skills: - Proficiency in C#. - Familiarity with Visual Studio MVC projects. - Experience in embedded systems and software development. - Familiarity with messaging application development. - Strong problem-solving abilities for hardware-related issues. Should you have a background in both computer engineering and software development, with a particular proficiency in C#, I'd like to hear from you. This is a uni...

Preparing financial statements for the year 2023 typically involves gathering data from various sources such as income statements, balance sheets, and cash flow statements. This data is then organized, analyzed, and compiled into the appropriate financial statement formats following accounting principles and standards. Additionally, any necessary adjustments or reconciliations are made to ensure accuracy and compliance with regulatory requirements.

I'm seeking an experienced AI specialists to develop AI mod...people with no hat, food is dropped, dropped food is put back on dishes to serve customers. Each AI model should provide an immediate visual notification, aiming for rapid response times. Additionally, the system should automatically notify the manager to ensure immediate action. For this project, proficiency in AI programming, particularly around object detection is key. Experience in designing systems for the hospitality sector would be a definite plus. Requirements: AI Engineers or AI scientists have at least 5 years experience in AI and at least 2 years experience in building AI system for CCTV cameras. Let send me your profile (CV, website, link to finished projects which is relevant to this projects). ...

...searching for a senior-level accountant to manage a range of accounting tasks for my business. Key responsibilities include: - Expertise in bookkeeping, tax preparation and financial statement analysis - Handling all the accounting aspects with precision and accuracy - Providing regular financial updates and reports - Ensuring all the accounting practices are in line with the latest regulations Ideal candidates should have: - Proven track record in senior accounting roles - Extensive experience in bookkeeping, tax preparation, and financial statement analysis - Ability to communicate effectively through email - Strong organizational and analytical skills - Up-to-date knowledge of accounting laws and regulations - Professional accounting certi...

...simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected lead data to an Excel sheet via email. Ideal skills and experience: - Proficiency in WordPress and pixel integration. - Experience with CRM systems, particularly GoHighLevel (GHL). - Knowledge of data handling and Excel automation. - Strong com...

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I'm looking for a dedicated chatter based in India who can proficiently communicate in English. Ideal skills and experience for this job include: - Fluency in English to provide effective chat - Previous experience in chat service roles - Comfortable with using messaging platforms for interactions - Basic understanding of chat service principles - Empathetic and patient communication style - Preferably based in India for time zone compatibility.

I'm looking for a design professional skilled in creating memorable logos to craft a modern yet simple logo for my accounting business. This logo should be an excellent representation of the key aspects of my business. - Colors: Predominantly use blue and white. Feel free to incorporate additional colors only if they blend well and look professional. The blue from the website is hex #087E8B The while from the website is #F7F7F9 - Style: The logo should have a modern look, steering away from traditional designs. The text on our website for headings is 'Nimbus Sans Extended' & the text is 'NEUE HAAS UNICA - Optional Symbolism: You could incorporate an upwards arrow or graph as a key element in the design to depict growth and progress. This el...

I'm in need of a web-based multi SKU inventory software that primarily focuses on real-time inventory tracking. This software will be utilized by our warehouse staff to ensure products are correctly logged and easily retrievable. Key Features: - Real-time Inventory Tracking: The primary function of the system is to keep a close eye on the stock levels. - User-Friendly Interface: The software should be intuitive and easy to use for our warehouse staff. Integration: The system should have the capability to integrate with our accounting software. This is essential for keeping our financial records accurate and up-to-date. Ideal Skills and Experience: - Proven experience in developing inventory management software. - Familiarity with real-time invento...

I'm seeking a knowledgeable Arduino and IoT expert to create a sophisticated system for collecting data on water flow. Key functionalities required: - Pulse input data collection, specifically for monitoring water flow. - Understanding of Deep Sleep Mode to save Battery. - Data handling capabilities to efficiently send this information straight to the cloud system. The ideal freelancer for this project must demonstrate vast experience with Arduino programming, IoT systems, and data management. Familiarity with cloud technologies will be a significant plus. Ability to create a robust system capable of handling potential fluctuations in water flow is necessary. The chosen developer will be tasked with not just simple data gathering, but also with transferring th...

I'm in need of an experienced SEO specialist who can help me improve search engine rankings for my truck parts and accounting websites. Specifically, I'm seeking someone who can assist me with backlink building. The main goal of this project is to increase the websites' visibility on search engines, so it's important that the links are relevant and of high quality. Since my target market is local, it would be ideal if the backlinks could be sourced from local websites. Key Skills/Experience required: - Proven track record in SEO and backlink building - Understanding of SEO principles for different industries - Prior experience in local SEO would be a plus. I'm looking for someone who can work independently and provide regular updates on the progress...

I am seeking an experienced Unifier consultant to streamline our project management system and provide strategic guidance on process optimization. Key Tasks: - Conduct a thorough process review and analysis to identify inefficiencies and areas for improvement. - Implement workflow optimization strategies that enhance project efficiency and reduce time-to-completion. - Integrate multiple systems to ensure seamless data flow and accurate project tracking. Challenges: - Inefficient communication between teams: The current system hampers cross-functional collaboration and slows down project progress. - Manual data entry and duplication: We're struggling with data accuracy issues due to manual entry and duplication. - Lack of automation: The absence of automation is a bot...

I'm looking for an exhaustive list of Australian gym owners, with a focus on capturing between 100 to 500 individual records. The data needed includes, but not limited to: - Owner's Email Address - Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community He...

I am in need of a specialized iOS application designed to discreetly monitor a person's phone activity, which includes messages, apps, and call logs. This will aid in suspending any underlying suspicions of infidelity. - Requirements: Monitoring should be both real-time and also allow for data retrieval for later viewing. - Ideal Skills: App development, iOS programming, data retrieval, security-focused development. Please note: Respect for personal privacy and legal boundaries is paramount. The application should be developed keeping in mind the proper ethical considerations. A strong understanding of the privacy laws related to such software will be highly valuable.

...capable of updating a database based on the scanned QR code information. I'm not entirely sure whether an existing database can be used for this project, so your experience in setting up databases would be a plus. Key requirements and decisions to be made: - Setting up a Laravel project with QR scanner functionality - Integration of the scanner with a database to update it according to scanned QR codes - The system should handle multiple scans of the same QR code by the same user by ignoring subsequent scans - The primary action the system should take is a check-in/check-out registration process, triggered by the QR scan Ideal skills and experience for the job: - Proficiency in Laravel and PHP - Experience with database setup, ...

...set up a Cyclecloud cluster with four partitions to begin with; these will come in pairs. One partition will be high priority (aimed at running uninterruptible workloads) and the second will be low priority (spot), both using the same VM SKU. In the first instance, I would like to use HB120v2 for the two CPU partitions and the A100 GPU for the two GPU partitions. I would also like to have SLURM accounting set up within the cluster i.e. not using the MySQL service on Azure. Lastly I would like the cluster to have Prometheus/Graphana monitoring capability so that individual users can monitor job statistics. Eventually, we would like users to also be able to interact with the cluster via VS Code and Jupyter. Delivery : within 1 week -- please only bid if you have done this before. ...

...create a custom online booking system for my business. The system should be integrated with our existing website and designed to handle online reservations. Key Requirements: - Develop a custom-built online reservation system to handle bookings for our services - Integrate the system with our existing website - Implement the necessary automation to streamline the booking process - Ensure user-friendly and efficient design for end users - Provide necessary documentation and support for future maintenance and updates - Connect the system to Ideal candidate: - Proficient in developing custom booking systems - Experience with integrating systems into existing websites - Strong understanding of automation and streamlining processes - Exceptional ...

I'm needing a skilled Wix developer to build a membership website for our association. This project encompasses numerous features: - Member Registration: Design an accessible registration process for new members. - Payment Processing: Implement a seamless and secure system for processing recurring membership subscriptions. - Member Login & Account Management: Enable members to login using their email and password in order to manage their own account details. Prior experience in executing similar projects and knowledge in payment gateways is preferred. The website should be user-friendly, guaranteeing our members a smooth and intuitive experience. Your expertise in building Wix websites will be instrumental to the successful completion of this project.

I'm in need of an experienced OCR Developer to build an OCR system that will be primarily used for document processing. The system should be able to process various types of documents including printed documents, handwritten notes, and scanned images. Key requirements for the project include: - Develop the system using Python, Java, and C# - Ensure that the system can accurately extract and process text from different types of documents - Implement a reliable method for processing printed documents, handwritten notes, and scanned images - Provide a user-friendly interface for uploading and retrieving documents Ideal candidates for this project should have: - Proven experience in developing OCR systems - Expertise in Python, Java, and C# - Strong understa...

I am aiming to have a pi zero programmed to read voltage levels from a 12-volt battery bank. The trigger to start the generator should be a low voltage condition. The purpose of this ...Freelancer Skills: - In-depth understanding of Raspberry Pi Zero programming for hardware operations - Knowledge in direct physical connections in electronic devices - Impressive background in programming efficient and reliable automatic remote start systems - Understands voltage regulation and power backup systems - Experience in robust and fault-tolerant system creation is a plus. Your role will be instrumental in creating a reliable power backup system, adding significant value to the overall project. Please include proven previous work in Raspberry Pi and automatic start systems when sub...

I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to hear fr...

We are seeking an experienced Shopify developer to create a custom tracking system for our Shopify store. This system will manage and update the status of our workflow and must be capable of sending notifications via email or text. Additionally, we are looking to integrate this system with Klaviyo for enhanced notification capabilities. Key Features Needed: Status Tracking: Ability to update and track the following statuses: Checked in in Queue Work In-Progress Waiting on Customer Waiting for Parts Complete Ready for Pick-up Notifications: Send automated notifications via email or text. Potential integration with Klaviyo for advanced notification options. Requirements: Proven experience in developing Shopify applications or integrations. Strong understanding of Sh...

I'm currently in need of someone with expertise in graphic design to help reimagine the layout of my existing text-based logo. While the style should remain consistent, I want to rearrange the logo so teh writing is all on one line, retain the turbo either between the works or at the end of the words and remove the spanner. The logo is for a long banner for the front of a building. Key requirements include: - Ability to work with text-based logos - Skilled in modern, minimalistic design - Proficient in reorganizing elements for a visually striking yet organized output Aesthetics are vital in this task, yet the ability to incorporate the reorganized elements seamlessly into the existing style is equally important. Note that the style is not changing, it...

I'm seeking a professional web developer, extremely proficient in PHP and MySQL who can upgrade sales and users modules in our POS system. - Abilities: You should have substantial experience and demonstrated proficiency in building complex, user-friendly websites. Your PHP and MySQL skills must be exemplary. - Preferred Framework: I don't have a particular PHP framework preference. You can use the one you're comfortable with.

...transactions 4. prepare the accounting schedule (The “schedules”); A. Account Receivable, B. Account Payable, C. Payroll (Included MPF) D. Loan, E. Accrued expense. F. Amount due from/to G. Bank transaction. H. Fixed asset (with depreciation) 5. Prepare monthly financial statement (with the schedules Above) "Additional Scope" (I want you to do) 6. Using the accounting system "Odoo" for better recording process A. The Ideal scenario is keeping all the records at the Odoo. 7. Advise and enhance better workflow in accounting with our colleagues. 8. Translation from the Chinese to English from both. “Advance Scope” (I hope you to do) 9. Recording in manner of Managerial Accounting (costing schedule by projects) 1...

...existing process lacks a robust database system with simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Auto...

I'm looking for a skilled developer to create a custom appointment booking system, akin to popular solutions like Amelia, Bookingpress, or Calendly, using Svelte or Sveltekit. I do not have any fixed budget in mind, if you can provide quality we can adjust the budget accordingly. Key Features: - Online appointment scheduling - Seamless calendar integration - Automated reminders - Page creation Users: The system will cater to three distinct user types: - Customers: Those looking to book appointments - Service Providers: Entities offering services and managing their availability - Administrators: Responsible for overall system management Appointment Booking: - The primary booking method will be through a dedicated website. Ideal Skills & Experience: - Profi...

I'm in the market for an EDI professional to assist with the implementation of our EDI system. This freelancer should have a deep understanding of Electronic Data Interchange (EDI) along with ample experience in its implementation. Key tasks include: - Data Mapping: A core aspect of this project will be to ensure efficient data mapping across our EDI system. This requires a solid grasp of data structures, formats, and flow within EDI. - Partner Setup: You'll be involved in setting up our EDI partners, ensuring seamless communication and transactions between various entities. This project is focused on the implementation phase. Ideal candidates will have prior experience in the successful implementation of EDI systems. You should be adept at identifying and rectify...

I'm in need of a software that can handle all my accounting needs, as well as the management of employee-related tasks. Here are the specifics: - **Expense Tracking:** - Automatically import expenses from bank statements - Generate detailed expense reports - **Payroll Management:** - Calculate salary, deductions, and taxes for each employee - **HR Functionality:** - Manage employee profiles and contact information - Store and retrieve employee-related documents The ideal candidate should have extensive experience in developing accounting software, payroll systems, and HR management tools. The software should be comprehensive, yet user-friendly, with a focus on efficiency and accuracy. Prior experience in handling Arabic language requirements is a plus.

ATTENTION: This is not a project to create a 3D model. It's to create a sample mobile app in Flutter. I need a 3D object renderer programmed in Flutter for PLY files. The intended purpose is visualization rather than animation or virtual reality. The selected candidate should possess: - A strong knowledge of Flutter and 3D rendering techniques. - Previous experience in creating high-quality renderers, as this project demands a high-performance level. The renderer should include the following functionalities: - The ability to rotate objects. - Zoom in and out capabilities. As an expert in this field, you're expected to provide advice on the best techniques and practices to achieve a high-quality 3D object visualization. The Flutter project need to be executable on both And...

As a tax accounting firm, we need a modern and minimalist brochure/front page template created on Canva. This design will be a vital part of our client communications, underlining our commitment to transparency and professional service. Key Features: - The template needs to have individual fields for 'Client Name', 'Financial Summary', and 'Tax Advice Tips' & a 'performance graph'. - The design should embody a modern and minimalist aesthetic, reflecting our firm's expertise and reliable standing. - We would want the content creator to assist in creating the content. Then we would want generic fields or a pivot table to input data that then flows to the brochure/template. So that each client receives a personalis...