An important part of a successful Aging in Place strategy -- for you or for a loved one -- is a sound financial plan. On time bill payment, organized financial records, information at your fingertips at tax time, and safeguarding against fraud are all valuable components to ensure peace of mind at home.
Dollars and Sense provides you with a trusted and caring accounting professional with over 20 years of wide-ranging financial experience. Offering services customized to your needs, including:
- Bill Paying and Scheduling
- Making Deposits
- Checkbook Management
- Account Reconciliations
- Financial Recordkeeping Guidance
- Budgeting Advice
- Cash Flow Reporting
- Notary Services
- Fraud Awareness Assistance
For more information about Dollars and Sense, including references, visit my LinkedIn Page – Cindy Shay
Contact Cindy today to schedule your free initial consultation.
Phone: (301) 523-7494
Dollars and Sense serves suburban Maryland, Northern Virginia and DC.