Halla Whitworth

I was given the responsibility of creating a new financial management system at a growing detailing business that lacked organized bookkeeping practices. My task was to design and implement a structured system for tracking expenses, managing payroll, and generating accurate financial reports. I implemented QuickBooks, set up accounts and categorized historical financial data. I also created streamlined workflows for reconciling accounts and preparing monthly financial summaries. The business achieved 100% accurate financial reporting within three months, reduced payroll processing time by 30%, and gained clarity into cash flow, enabling better decision-making and long-term growth. I was given the responsibility of creating a new financial management system at a growing detailing business that lacked organized bookkeeping practices. My task was to design and implement a structured system for tracking expenses, managing payroll, and generating accurate financial reports. I implemented QuickBooks, set up accounts and categorized historical financial data. I also created streamlined workflows for reconciling accounts and preparing monthly financial summaries. The business achieved 100% accurate financial reporting within three months, reduced payroll processing time by 30%, and gained clarity into cash flow, enabling better decision-making and long-term growth.

A local church had seven different bank accounts, creating complexity in financial management, bill payments, and tracking contributions, leading to challenges in ensuring accurate financial records and timely decision-making. My role was to manage and streamline the church’s financial operations, including reconciling all seven bank accounts, paying bills, tracking donations, preparing budgets, and providing financial insights to leadership for informed decision-making. I implemented QuickBooks and ChurchTrac to simplify financial processes, reconciled all seven bank accounts regularly to ensure accuracy, and categorized donations by source. I managed the timely payment of bills, prepared detailed budgets, and worked closely with leadership to forecast financial needs and allocate funds effectively. Additionally, I collaborated with the finance committee to establish internal controls, ensuring compliance with nonprofit regulations and maintaining a transparent financial system. This resulted in a 30% improvement in financial reporting efficiency, zero late payments on bills, and increased transparency in tracking donations. The church benefited from a clearer financial picture, which supported the launch of new programs, improved donor trust, and strengthened its financial stability.

A casket company needed to streamline its financial operations, including payroll, invoicing, inventory management, and customer service, to ensure accurate records and smooth daily operations. My role was to manage all bookkeeping responsibilities, including handling payroll, processing payroll taxes, making deposits, invoicing customers, tracking inventory, and responding to customer inquiries to ensure seamless financial and operational workflows. I learned and implemented QuickBooks to manage financial transactions efficiently. I processed weekly payroll, calculated and filed payroll taxes, and made regular deposits. I created and sent customer invoices, tracked payments, and maintained accurate inventory records. I also handled customer calls, addressing inquiries regarding product availability, billing issues, and service requests. This resulted in a 20% reduction in payroll processing time, on-time tax filings, and improved customer satisfaction through prompt responses to inquiries.