Testimonials

Read what Barbara’s clients and business associates are saying about her:

I have worked with Barbara Green for almost three years on a variety of areas of critical importance, including financial advice; budgeting; taxes; and my husband’s terminal illness and his care.  Her counsel is invaluable.  She is knowledgeable, empathetic, straightforward and clear, and supportive.
 
It is a privilege to work with Barbara.   I trust her judgment and her advice completely and am truly thankful that when I asked our attorney to recommend someone who could provide us financial advice, she recommended Barbara Green to us!
—Kay S., Arlington, VA

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I am a trustee of two trusts where the beneficiary is a disabled individual.  The trusts hold numerous pieces of real estate in addition to other assets.  Barbara Green has been an invaluable help organizing and facilitating payment of the monthly and other periodic bills for the many services that the beneficiary requires.  She collects and sorts all mail and tracks expenses.  She assures that payments are made on time and culls invoices for irregularities or excessive fees.  To the extent possible she arranges for automatic payment of bills.  One of the most important aspects of her work is her annual summary of payments which helps significantly with income tax preparation.  We deal almost exclusively by internet, phone and mail so that there are no time-consuming meetings.  Barbara is good at anticipating problems and devising very practical solutions. I highly recommend her.
—Carole G, Trustee, Bethesda, MD

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Barbara Green has provided exemplary service as CPA for my older sister and her husband for about two years.  She has been easy to contact and communicates very well what is going on and what problems arise. During most of this period they have both resided in an assistedliving facility and were unable to deal with even modest financial issues.  The husband died of ALS last July.  As a result, Barbara has been called upon and succeeded in overcoming difficulties in dealing with various convoluted bureaucracies, such as the Veterans Administration.

Barbara has often gone beyond the call of duty to assist my older sister and definitely earned my appreciation for managing to maintain a friendly and supportive relationship with her — my older sister can be quite tricky to deal with, partly because of the difficult times she has been going through.
Leonard M, Dunstable, MA

I think Leonard said it all, except perhaps for the peace of mind that this brings, knowing that Barbara is watching out for her. My sister considers her a trusted friend, as I have also come to feel, even from a couple of thousand miles away.
Pam S, Houston, TX

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Barbara is awesome–competent, responsive, helpful, people-smart and just an all-around great person. If you’re looking for someone to help you with your financial management and keeping up with paying bills, adherence to government requirements as you retire, and anything else in the accounting realm, call Barbara. I’m sure you’ll love working with her as much as I do. I feel like I’ve known her forever and I look forward to her wise counsel and calm approach to all my future accounting challenges.
Linda R, Reston, VA

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Feeling overwhelmed by debt and not sure of what to do, I contacted Barbara. She recommended that I apply for a zero percent interest credit card and then transfer my two accounts with the highest interest to the new card. She guided me through the entire application process. Now I have a debt reduction plan which would not have been possible without Barbara’s help….and a greater feeling of being in control.
—Evelyn E., Arlington, VA

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Ms. Barbara Green is an exceptional volunteer Conservator. She took on a very complicated /multifaceted case involving one of our clients who was facing foreclosure as well as an onslaught of tax issues to include liens on her property. In less than 6 months, Ms. Green successfully reorganized this client’s financial picture. The 10 years of back taxes was also cleared and the property is now up for sale and appears to be selling at a profit! We could not have helped this client to this extreme if it were not for the services provided by Barbara Green! I truly feel that she is not only an exceptional Accountant but a wonderful human being with a tremendous ability to connect with her clients and their loved ones. I plan to utilize her abilities until she tells me…no more!
—Randy Feliciano, Volunteer Guardianship Program Coordinator, Arlington County, VA Government

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Barbara did a great job with a conservatorship I worked with her on. She got all the back tax returns filed, got rid of most of the penalties and liens, cleaned out the condo and will have it sold next month, and has her client’s finances in order in less than a year.  She did a great job with this conservatorship and the court should be pleased.   Don’t know if the client appreciates it but the family should.
—Tom F, CPA, Falls Church, VA

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Barbara took over my mother’s financial needs when her dementia advanced to a point where she was unable to handle them herself. She stepped in and found all of my mother’s bank and investment accounts and accounts that required payment.  She evaluated investments being made by my mother’s broker and determined that the broker was acting appropriately on behalf of my mother, then continued to review those investments on a monthly basis. She also arranged online payments for as many of my mother’s bills as possible. Barbara negotiated and managed all of the payments to a variety of facilities caring for my mother.  There were several instances when a facility overcharged or double-charged for services or medical supplies, and Barbara caught the errors and straightened them out every time. After my mother’s death, Barbara assisted the family in locating and dividing up my mother’s assets and closing all of her accounts.  She was so helpful and efficient that we never needed the help of an attorney, which was a big savings for us, and she worked directly with my mother’s accountant to file her final tax returns and the required estate tax returns. All in all, Barbara was an enormous help to my mother and the family, in general.  Without her, I’m sure my mother’s financial situation would have been out of control and much harder for the family to unravel after her death.
—Cheryl J., Mountain View, CA