Jerrold Richards

 

Bookkeeping Service

 

 

 

 

 

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site last updated July 2023

 

 

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
  Inventory
  Product Costing
Commonly-Used Software
  Quickbooks, PeachTree, AccPac, other packages as necessary 
  Microsoft Excel, Microsoft Access


Staff Accounting, Managerial Accounting

  Setup (chart of accounts, systems, reconciliation forms, etc.)
  Cash flow forecasting
  Budgets (simple rule: the more successful businesses usually have budgets)
  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 (even a one-person organization benefits from good internal controls, and needs to have them in place for healthy future growth)
  Transfer pricing
  Documentation of systems, procedures, workflow (sales and invoicing, cash management, expenses decisions and payments, etc.)
  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

 

VBA fpr Microsoft Office Word, Excel and Access. Excel programming in particular can be convenient and useful for a variety of client needs, ranging from simple spreadsheet processing to complex projects.

Visual Basic. NET


C#

 

 

Jerrold Richards
jrichards@gorge.net
Mid-Columbia Gorge: 509-365-5573 (Voice Only, No Text)

 

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