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