Jerrold Richards  
Bookkeeping Service    
   

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site last updated 02/08

 

Advertised Skillsets

Bookkeeping

Tasks
  Routine (AP, AR, etc.)
  End of period (P&L, balance sheet, agings, adjusting and closing entries, etc.)
  Reports and graphs (routine, special or custom)
  Reconciliations
Commonly-Used Software
  Quickbooks, PeachTree, AccPac, other packages as necessary 
  Microsoft Excel, Microsoft Access


Staff Accounting

  Setup (chart of accounts, systems, reconciliation forms, etc.)
  Cash flow forecasting
  Budgeting
  MIS, metrics and statement analysis (GPM, break-even, ROI, EOQ, performance evaluation, etc.)
  Responsibilty accounting (who spent the money and why), management reports
  Internal controls
  Transfer pricing
  Documentation of systems, procedures, workflow
  Product and service costing methods and procedures
  Planning (money aspects), capital budgeting, forecasting, non-routine decisions
  Software needs analysis (for small- to mid-sized organizations only)

Programming

  Visual Basic 6.0, Visual Basic.NET, VBA, typically with an emphasis on Microsoft Office software such as Excel and Access, other DB, Crystal Reports, etc. Excel programming in particular in recent years has come to be accepted as useful and comprehensive for a remarkably wide variety of client needs, ranging from simple spreadsheet processing to complex projects.

 

Jerrold Richards
jrichards@gorge.net
Portland: 503-238-8770
Mid-Columbia Gorge: 509-365-5573

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