Jerrold Richards


Bookkeeping Service






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Advertised Skillsets




Routine (AP, AR, etc.)


End of period (P&L, balance sheet, agings, adjusting and closing entries, etc.)


Reports and graphs (routine, special or custom)



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)



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

Portland: 503-238-8770
Mid-Columbia Gorge: 509-365-5573


Development Area Link

site last updated April 2017


Copyright © Jerrold Richards