TESTIMONIALS

Montclair Fiduciary and Planning Advisors, LLC (Oakland)

Patricia Green is an outstanding Daily Money Manager. In addition to her extensive knowledge and experience, she utilizes technological, financial and interpersonal skills to provide exceptional service to her clients. Patricia has been a valuable resource to my professional fiduciary practice by serving as an independent outside money manager for trust beneficiaries struggling with personal budgets, medical bills and other financial challenges. With her help, the beneficiaries receive professional financial organization services, allowing my energies to stay focused on the fiduciary matters. I am fortunate to have Patricia in my network of professional consultants!

Cakewalk Creative (San Francisco)

Patricia has made staying on top of our company finances easy. She's wonderfully organized and methodical, works with our tax accountant to give him the information he needs, and keeps us up-to-date and on-track with a minimum of effort on our part! What’s more, she’s responsive and flexible, and has turned bookkeeping questions around on a dime when timing mattered most. We highly recommend her.

Donna Hartman, DC (Fair Oaks, CA)

Patricia Green has been working with me in my small business for over 12 years. Her attention to detail and problem solving are exemplary. In addition, Patricia's knowledge base of the most updated software in accounting makes her an asset to any business.

We connected with Patricia Green when we had a financial record crisis caused by fraud in our checking account. Patricia helped us restructure all of our banking and bill paying procedures with Quicken software. Now, we are simplifying our data entry utilizing Quickbooks Online. Patricia’s communication skills, bookkeeping knowledge, and calming demeanor is wonderful.