Smart Money Management Va Llc Careers in Washington, VA

Personal financial services company that provides personalized, customized service to busy professionals, seniors, caregivers/family members or others who find they are too busy or unable to manage their daily personal and financial matters. As a member of AADMM, we have access to professional development, educational resources, and networking opportunities that allow us to better provide personal financial services to our clients. Specialties Ensure your records are ready for tax preparation, Review bills for accuracy before payment, Negotiate with 3rd parties re bills, insurance claims, etc, Prepare checks or online payments, Monitor investment accounts and credit cards, Light bookkeeping - Quicken