Dollars and Sense

Specialties

In-​home appointments at your convenience.

Daily Money Management services for Seniors in the Washington Metropolitan area.

Call today for a free Initial consultation.

Confidential services provided, 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 Workpaper Assistance

Notary Services

Fraud Prevention Awareness and Monitoring

History

Established in 2015.

I founded Dollars and Sense, LLC to support seniors’ financial independence. I am an accounting professional with over 20 years of experience. I help my clients maintain their financial safety and security while looking out for their best interests.

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

A degreed accountant providing confidential services with the highest integrity, adhering to AADMM’s strict code of ethics, and carrying appropriate errors and omissions insurance.

Check my Linked In page for full bio and references.