Brittany Snapp Email & Phone Number

La Mirada, Ca, Us

La Mirada, Ca, Us

QuickBooks Desktop & Online Accounting for over 35 businessesLoan filing assistance for business clientsCorporate filings: S-Corp election, SOI, etc.Data Entry of Tax Returns (Individual, Business, and Trust) using Ultra Tax/Lacerte Tax SoftwareManage and maintain all client files via online portalCreate and manage personal tax quarterly estimates for multiple clients based on current financialsManage client list billing and customer service

Quickbooks accounting for multiple clients (bank reconciliations, credit card reconciliations, check printing, import transactions)Payroll processingPayroll tax depositsAssemble tax returnsData entry of tax returns using Lacerte Tax SoftwareData entry into billing program and assist with billingSetup and maintain client filesSet client appointments

Review initial loan approval and work with borrower to gather appropriate documentationCollect all required documentation for the loan packageCreate a loan submission package for the Underwriting departmentSubmit files to assigned UnderwriterOrder satisfying appraisals for borrowerSatisfy all conditions when received from UnderwriterEnsure that approval falls within the established lending guidelinesCommunicate with other professionals, including lenders, underwriters, and title/escrow companies

Purchase supplies and equipment as authorized by managementMonitor office supply levels and reorder as necessaryPay supplier invoices in a timely mannerPay any debt as it comes due for paymentIssue invoices to customersEnsure that receivables are collected promptlyRecord cash receipts and make bank depositsConduct a monthly reconciliation of every bank accountConduct periodic reconciliations of all accounts to ensure their accuracyIssue financial statementsProvide information to the external accountant who creates the company’s financial statementsCalculate and issue financial analysis of the financial statementsMaintain an orderly accounting filing systemMaintain the chart of accountsProvide clerical and administrative support to management as requested

Commerce, California, Us

Acting as the administrative point of contact between the executives and internal/external clientsUndertaking the tasks of receiving calls, take messages and routing correspondenceHandling executives’ requests and queries appropriatelyMaintain diary, arrange meetings and appointments and provide remindersMake travel arrangementsTake dictation and minutes and accurately enter dataMonitor office supplies and research advantageous deals or suppliersProduce reports, presentations and briefsDevelop and carry out an efficient documentation and filing system

Fullerton, Ca, Us

Confirm appointments for our clients, make sure that solar will be beneficial for them by running their usage, and qualifying them for our different programs.

Long Beach, California, Us

I was able to participate as a call center agent side-by-side with Chinese natives who were majoring in English. I also was able to participate in minor inventory forecasting.