SnappyCX

Bookkeeper

• Maintain accurate and organized financial records
• Reconcile bank, credit card, and other financial accounts
• Categorize transactions and maintain the chart of accounts in QuickBooks or similar software
• Maintain customer and vendor records
• Track accounts payable and accounts receivable
• Review invoices, track bill payments, and follow up on outstanding items
• Identify missing information, unusual transactions, discrepancies, and errors
• Manage daily bookkeeping activities across accounting, payroll, billing, reporting, and spreadsheet platforms
• Troubleshoot basic software and data-entry issues
• Process payroll or support the payroll process, including hours, contractor payments, deadlines, deductions, and reporting
• Prepare monthly, quarterly, and annual financial reports for leadership
• Prepare financial records and statements for CPA and tax review
• Organize documentation for tax filings, audits, and CPA requests
• Track expenses against budgets and flag variances
• Monitor upcoming bills, recurring expenses, contractor payments, and payroll obligations
• Maintain short-term cash flow forecasts
• Alert leadership to cash flow, spending, and payment-timing concerns
• Provide updates on financial trends affecting the business
• Identify financial issues early and communicate discrepancies to leadership
• Complete responsibilities independently and meet deadlines
• Recommend improvements to bookkeeping processes and financial workflows

Bookkeeper, GAAP

Bilingual

• Serve as a liaison between contracts, patients, patient families, HHAs, clinicians, aides, and other departments
• Ensure effective communication and identify concerns during attendance verifications, introduction calls, and other interactions
• Support delivery of high-quality care
• Complete required tasks according to agency guidelines and policies
• Schedule work assignments based on Home Care Worker training and experience
• Minimize open cases to ensure timely resolution
• Document communications accurately in HHA Exchange
• Communicate issues or changes to patients, family members, contracts, clinicians, aides, and other departments
• Provide necessary information to healthcare professionals
• Consult with family members and support personnel to ensure ongoing care and identify client needs
• Advise HHAs of discharges and changes in service days or hours
• Complete daily, weekly, and monthly reports
• Manage overtime and travel time requests
• Use Smart Map and other tools to locate aides, provide directions, and check availability
• Complete incident reports
• Manage mutual and linked cases
• Open and respond to emails, voicemails, and faxes promptly
• Adapt to agency or industry changes
• Discuss concerns and questions with the supervisor

Bilingual Home Care Coordinator – Spanish, English

Assistant

• Follow up with physicians' offices to obtain signed medical orders
• Track and maintain outstanding physician documentation
• Review Electronic Visit Verification (EVV) records and resolve missing or incomplete visits
• Follow up with nurses and caregivers regarding missing skilled nursing visit notes
• Coordinate same-day staffing for open caregiver shifts
• Contact available caregivers to fill last-minute scheduling gaps
• Maintain accurate documentation of communications and follow-up activities
• Communicate professionally with physicians, caregivers, patients, and internal teams
• Support daily administrative and operational activities
• Ensure compliance with healthcare documentation standards and company policies

Coordinator Assistant, HHAeXchange Proficiency

AI Engineer

• Build, modify, and maintain multi-step lead-capture flows and web experiences
• Develop backend functionality using PHP and MySQL
• Integrate and troubleshoot third-party APIs
• Create and maintain logging, reporting, and analytics solutions
• Improve conversion performance through iteration and optimization
• Write maintainable, reusable, and production-safe code
• Work within existing systems and improve legacy implementations where needed
• Collaborate asynchronously with the engineering team and communicate progress clearly
• Independently ship production-ready flow updates
• Use AI coding tools effectively while maintaining code quality
• Build reliable logging and reporting solutions
• Deliver clean API integrations with proper error handling
• Communicate proactively and require minimal oversight

Bookkeeper, GAAP

Bilingual Home Care Coordinator – Spanish, English

Coordinator Assistant, HHAeXchange Proficiency

Senior PHP Backend Developer, AI-Assisted Development