Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Colton Hale

Virtual Bookkeeping Professional
Hurricane,UT
Colton Hale

Summary

Dedicated and detail-oriented Finance Professional with over 7 years of experience in bookkeeping and financial management. Proficient in QuickBooks Online Products, skilled in maintaining financial records, processing payroll, managing accounts payable and receivable, and assisting in end-of-year book closings for tax returns. Demonstrated ability in producing accurate financial reports and providing comprehensive bookkeeping services to small businesses and individuals. As a business owner and seasoned finance manager, I bring a wealth of expertise to any financial role, combining technical skills with a strong understanding of client needs. Committed to maintaining the highest standards of accuracy and efficiency, I am equipped to contribute significantly to finance-focused roles in a variety of settings.

Overview

7
years of professional experience

Work History

CTH Bookkeeping Services LLC

Business Owner
05.2023 - Current

Job overview

  • Established and operate a bookkeeping firm, leveraging over 7 years of expertise in Quickbooks Online Products.
  • Expertly cater to the bookkeeping needs of small businesses and individual clients.
  • Key achievements include streamlining financial record maintenance, enhancing payroll processing efficiency, adeptly managing accounts payable and receivable, skillfully aiding in year-end closings for tax purposes, and consistently delivering timely, accurate financial reports.

Intuit

Senior Associate Bookkeeper
01.2022 - Current

Job overview

  • Senior Associate Bookkeeper at a leading financial software company, focusing on providing high-quality bookkeeping services remotely.
  • Responsibilities include meticulous financial record-keeping, efficient transaction processing, and delivering tailored financial solutions to a diverse client base, contributing to enhanced financial accuracy and client satisfaction.

Ollin Reach Inc

Remote Bookkeeper
12.2021 - 09.2023

Job overview

  • Provided comprehensive bookkeeping services remotely for a dynamic firm.
  • Key roles included managing financial documentation, executing accurate book entries, payroll processing, and developing financial reports that aided strategic decision-making.
  • Demonstrated exceptional ability in ensuring financial compliance and operational efficiency.

Florida Solar Power, Inc.

Financial Manager & Bookkeeper
10.2021 - 02.2022

Job overview

  • Managed financial operations and bookkeeping tasks for a leading solar energy company on a part-time basis.
  • Oversaw financial record-keeping, budget management, payroll processing, and account reconciliation.
  • Played a pivotal role in financial strategy formulation, contributing significantly to the company's fiscal health and growth.

BBS & Associates

Finance & Business Applications Manager
01.2020 - 10.2021

Job overview

  • Managed team of 2 Finance Coordinators, 1 State Registration Coordinator, and 2 Finance Interns.
  • Worked closely with management teams (Including CEO, CFO, CIO, and VP's) to plan, develop, coordinate and execute technical strategies aligned to company's vision, mission and purpose.
  • Played key role in on-going network design, reevaluation and optimization to keep pace with company growth.
  • Analyzed network security and current infrastructure to assess areas in need of improvement and develop solutions.
  • Oversaw development and implementation of improvements to support and cloud-based network operations.
  • Coordinated many automation projects, including defining scope, managing milestones and maintaining strong relationships with all stakeholders.
  • Reviewed and assessed architecture design, implementation, testing and deployment needs to identify project requirements and costs.

BBS & Associates

Finance Manager
08.2019 - 01.2020

Job overview

  • Managed team of 2 Finance Coordinators by monitoring and evaluating through completion of annual performance reviews, recommend advancement or address productivity concerns.
  • Researched and drove integration of Quickbooks Online to increase efficiency of accounting systems and replace outdated Quickbooks Desktop system.
  • Created documents to display financial reports and data using Quickbooks Online.
  • Partnered with CEO, CIO, CFO, and various VP's to develop robust financial business plan with detailed benchmarks and action plans.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Created organizational structures to improve accounting and finance functions.
  • Executed core financial processes, including vendor setup and payment, operational expenses, administration of bank accounts and account reconciliations.

BBS & Associates

Finance Coordinator
05.2017 - 08.2019

Job overview

  • Assisted CFO in keeping accurate records as well as managing accounts payables, accounts receivables, credit cards, contract renewals, etc.
  • Developed strong understanding of advanced excel equations to automate countless spreadsheets and improve efficiencies.
  • Lead Finance department in deployment of new Sharepoint, OneDrive, Planner, Power Automate and other cutting age Microsoft Office applications.
  • Used automation and technological experience to help automate many business processes across various different departments through management of multiple projects.
  • Worked directly with two developers based in India as Product Owner and Q/A to develop and deploy proprietary web application that replaced multiple different legacy project management and CRM systems creating over 200 new tickets in first two years of development.

Education

Malone University
Canton, Ohio

Bachelor of Arts from Business Administration, Marketing
05.2017

University Overview

Deans List Spring 2014 through Fall 2017 / GLIAC All- Academic Team in 2014 and 2015 / National Football Foundation Hampshire Honors Society

Skills

  • QuickBooks Online expertise
  • Bookkeeping: AP/AR management
  • Financial record maintenance
  • Payroll processing proficiency
  • Financial reporting accuracy
  • Analytical and detail-oriented
  • Strong organizational skills
  • Small business financial oversight
  • Effective communication abilities
  • Problem-solving in finance

Timeline

Business Owner

CTH Bookkeeping Services LLC
05.2023 - Current

Senior Associate Bookkeeper

Intuit
01.2022 - Current

Remote Bookkeeper

Ollin Reach Inc
12.2021 - 09.2023

Financial Manager & Bookkeeper

Florida Solar Power, Inc.
10.2021 - 02.2022

Finance & Business Applications Manager

BBS & Associates
01.2020 - 10.2021

Finance Manager

BBS & Associates
08.2019 - 01.2020

Finance Coordinator

BBS & Associates
05.2017 - 08.2019

Malone University

Bachelor of Arts from Business Administration, Marketing
Colton HaleVirtual Bookkeeping Professional