site last updated July 2023

Introduction

About Me

References, testimonials and/or résumé on request. Briefly, I graduated from the University Of Oregon in 1975 in accounting with membership in the honors society. I have earned my living in accounting/bookkeeping, small business and programming ever since. My clients tend to like me and the quality of my work. I have extensive Quickbooks experience since 1998, both as W2 employee and as independent contractor for clients.

Also, I have extensive experience in setting up and using Peachtree, and extensive experience using AccPac (AccPac setup typically requires a separate FoxPro consultant).

Initial Contact

Please contact me to discuss the services you need, and the problems you would like solved.
Initial visit is free.


Work Overview

I can help improve and maintain your valuable records, systems and procedures, the goal being to provide the essential information you need when you need it. Certainly, banks, government agencies and other third parties require good financial records. Beyond this, however, good financial records can provide a wide variety of valuable information to owners and management for all sorts of needs such as market development, customer relations, personnel and resource allocations, planning, decision-making. For example, management might want to analyze purchases by type, or send birthday cards and a coupon to selected customers, or allocate shelf-space.

Services include

• Setup, Customization
• Training
• Ongoing Activity
• Reports Such as Information for 3d Parties (CPA, Bank, Government Agency)
• Periodic or Occasional "Tune-Up," Review of Transactions
• End-of-Period and End-of-Year Activities Such as Expense Accruals, Receivables Adjustments, 1099s
• Problem-Solving and Support
• Special Projects Such As Buying/Selling Assets and Real Estate

I am reliable and provide, in a timely manner, high quality work that meets the client's needs and preferences as simply and conveniently as possible. I have good communication skills and work well with others. This includes a good sense of the line between in-house tasks and external tasks, such as CPA involvement for tax work, audit, special information filings, and GAAP decisions requiring specialized expertise or greater potential liability.

I prefer systems and procedures be as simple as possible while providing sufficient comprehensive and accurate information.

Concerning Quickbooks in particular, it is a wonderful program, if it is set up correctly, customized to your organization, and then used properly! For those who intend to do most of the ongoing work themselves, I highly recommend set up be performed by an experienced and competent Quickbooks consultant such as myself. Then as necessary, take advantage of other Quickbooks consultant services such as Training, Problem-Solving and Support, Occasional Review, or End-of-Period Activities.

Poorly designed and used financial records are one of the main causes of business failure. Some people buy Quickbooks, try to set it up and use it without adequate training or experience. Too often this results in problems that can take months or even years to become obvious. Then someone like me might be hired to fix things, but really it is better to set up properly in the first place! And then to enter transactions correctly from the very beginning.


Area

Portland Metro and Mid-Columbia Gorge.
I do some work outside these areas.
I do not bill travel time for any location within 25 minutes one-way moderate-traffic travel time from either office. I do bill at the lowest applicable hourly rate for travel time beyond this area.


Clients

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