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 the National Aging in Place Council (NAIPC). Volunteer Money Manager for Montgomery County's Senior Connections. Notary Public for the State of Maryland.
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:
Budgeting and Expense Analysis
Cash Flow Reporting
Liaison with Tax Accountant, Tax Preparation Assistance
Fraud Prevention Awareness and Monitoring
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: