Isaac Springer

Tasks: First point of contact for clients. Handled internal and external requests from company emails. Solved client issues via phone and email. Prepared WIP and monthly retainers using Excel billing sheets and Practice CS. Used SurePrep to process tax documents. Learned multiple CRM's to perform various tasks including monitoring M&A deals. Used Ignition to prepare engagement agreements. Used QuickBooks to prepare monthly financial statements for clients.

Worked collaboratively on a team to complete projects such as:

● Client Data Project: Gathered personal data from 1600+ clients, created reports, and met
with partners to discuss weekly movement
● Company data project: Searched online for information on accounting, finance, and wealth
management firms for the partners
● Mergers and Acquisitions Pipeline: Organized data of potential acquisitions, met weekly
with partners, and maintained Hubspot CRM and Excel spreadsheet

Tasks: Organized Dropbox and firm E-filing system. Reviewed and compiled client and case data for administrative reports. Attended client meetings and depositions. Recorded time entries, prepared bills, and documented them in Excel. Organized client emails and documents for case preparation
and discovery production. Completed independent projects such as:

● Expense Project - reviewed and reconciled two years of expenses and receipts to prepare
for conversion of bookkeeping system
● Researched and provided useful information for OCA statements
● Assisted with preparation of organizational documents and initial equity issuance for tech
start-up

Tasks:

• Manufactured, packaged, and distributed fishing rigs. Worked with database system to track products and raw materials.
• Organized production data in Excel and CraftyBase.
• Created spreadsheets to document inventory.
• Worked closely with CEO to produce and organize product inventory.