site last updated
July 2023
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Advertised
Skillsets
Bookkeeping
| Tasks |
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Routine
(AP, AR, etc.) |
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End of
period (P&L, balance sheet, agings, adjusting and closing
entries, etc.) |
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Reports
and graphs (routine, special or custom) |
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Reconciliations |
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Inventory |
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Product Costing |
| Commonly-Used
Software |
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Quickbooks,
PeachTree, AccPac, other packages as necessary |
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Microsoft
Excel, Microsoft Access |
Staff
Accounting, Managerial Accounting
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Setup
(chart of accounts, systems, reconciliation forms, etc.) |
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Cash flow
forecasting |
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Budgets
(simple rule: the more successful businesses usually have budgets) |
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MIS, metrics
and statement analysis (GPM, break-even, ROI, EOQ, performance
evaluation, etc.) |
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Responsibilty
accounting (who spent the money and why), management reports |
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Internal
controls (even a one-person organization benefits from good
internal controls, and needs to have them in place for healthy
future growth) |
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Transfer
pricing |
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Documentation
of systems, procedures, workflow (sales and invoicing, cash
management, expenses decisions and payments, etc.) |
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Product
and service costing methods and procedures |
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Planning
(money aspects), capital budgeting, forecasting, non-routine
decisions |
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Software
needs analysis (for small- to mid-sized organizations only) |
Programming
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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#
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Jerrold
Richards
jrichards@gorge.net
Mid-Columbia Gorge: 509-365-5573 (Voice Only, No Text)
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