Dollars and Sense
  • Home
  • About
  • Contact
  • Tips to Keep Your Money Safe
  • USEFUL LINKS
  • TAX RETURN FREE HELP
  • Home
  • About
  • Contact
  • Tips to Keep Your Money Safe
  • USEFUL LINKS
  • TAX RETURN FREE HELP
Dollars and Sense

daily money management from a financial professional

Picture

About cindy

Cindy Shay is a Daily Money Manager for the Washington, DC area. She is a trusted and reliable professional with a degree in accounting and over 20 years experience in providing accounting and financial services.

Member of The American Association of Daily Money Managers (AADMM) and service provider with National Aging in Place Council (NAIPC).  

services

Dollars and Sense provides Daily Money Manager services to seniors and others who might need a hand with personal finance in the Maryland suburbs.  Whether the need is temporary, during an illness, hospitalization, or recovery, or on an ongoing basis, financial organization is key to peace of mind.   Cindy will help you maintain your financial balance while providing confidential, independent support in your best interest.
Services customized, based on need:
Bill Paying 
Making Deposits

Account Reconciliation
Checkbook Management
Financial Organization
Budgeting and Expense Analysis
Cash Flow Reporting
Liaison with Tax Accountant, Tax Preparation Assistance
Fraud Prevention Awareness and Monitoring




background


 Cindy holds a BBA in Accounting from the College of William and Mary, and graduated a member of Beta Gamma Sigma Honor Society.  She certified as a CPA in Virginia.  Following two years in public accounting as an auditor, she provided financial services to government contractor and nonprofits, including six years as Controller for National Public Radio (NPR).
Cindy founded Dollars and Sense to aid seniors and others in the Washington, DC area in their bill paying tasks, financial planning and budgeting, organization of their finances, and protecting themselves from fraud.  These services can be vital to seniors aging in place and those wanting to stay financially independent.  That help provides peace of mind, not only for them, but also for those who care about them.
For more information about her accounting experience and background, visit Cindy's LinkedIn page:
http://www.linkedin.com/in/dollarsandsense

Proudly powered by Weebly