Barbara K. Green, CPA

Contact Details

Company
Barbara K. Green, CPA
Website
http://www.bkgmoney.com/
Phone Number
703-507-3107
Location
Fairfax, VA 22003
United States

Details

More About Barbara K. Green, CPA

The money management services provided are the key to helping an older adult maintain independence or a person of any age to gain control over financial matters. Bookkeeping, insurance, budgeting, and household matters are simplified to help with management of day-to-day affairs when the challenges of aging or coping with financial affairs make some tasks difficult to complete.

Services provided include:

• Budgeting and money management
• Reviewing and filing mail
• Paying and organizing bills
• Preparing checks for client signature
• Making deposits
• Reconciling checking and other bank accounts
• Creating and organizing file systems for financial documents
• Preparing tax paperwork for your tax advisor
• Negotiating with third parties concerning bills, insurance claims and other household issues
• Coordinating between client and accountant, attorney, financial advisor and family members
• Preparing routine correspondence

Services are available at your home on a weekly, bi-weekly, monthly or as-needed basis. They complement but do not replace the work of legal, tax, or investment professionals.