BIG SUPPORT FOR SMALL BUSINESSES

Your business.
Your numbers.
Making sense.

You didn’t start a business to spend your evenings doing the books. From bookkeeping and accounting to business and individual tax returns, let’s bring clarity, confidence, and a little more breathing room to your financial life.

Real expertise. Personal attention.
A partner who knows your business.

Abbey Shohan, founder of Dollars and Sense LLCA real person behind your numbers.
Abbey ShohanYour bookkeeper. Your numbers person.
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GOOD BOOKS. BETTER PEACE OF MIND.
KNOWLEDGE YOU CAN COUNT ON

QuickBooks Certified ProAdvisor

Master of Accountancy & Data Analytics

Phoenix, AZ Serving nationwide

01 / HOW WE HELP

Less number crunching.
More business building.

You bring the vision. We bring the financial clarity. Practical, personal support for wherever your business is today.

02

Accounting with
the bigger picture.

Numbers aren’t just a record of the past. Understand what they mean, plan ahead, and make your next move with confidence.

  • Financial reporting & analysis
  • Tax-ready financials & tax preparation
  • Cash flow insights & business advisory
Make sense of your numbers
03

A better setup.
A smoother day-to-day.

From your first QuickBooks account to a growing team, put the right systems in place and spend less time figuring them out.

  • QuickBooks setup & training
  • Payroll support & 1099 preparation
  • Chart of accounts review & restructuring
Find your right setup
04

Business & individual
tax returns.

Tax preparation for your business and your personal life, with someone who understands the numbers behind the return. Abbey prepares business and individual returns and helps you understand what’s needed before you file.

  • Individual returns · Form 1040 & Schedule C
  • Business returns · S-Corps & partnerships
  • Tax preparation grounded in organized financials
Let’s talk about your tax return
05

CAA services.
Tax forms, made clearer.

As a Certifying Acceptance Agent (CAA), Abbey helps with ITIN applications and renewals. She also offers separate assistance with completing Form W-9.

  • ITIN application & renewal · Form W-7
  • CAA review of eligible supporting documents
  • Form W-9 completion assistance
Get help with your tax forms

Business or personal tax needs? Let’s find the right support for you.

A PERSONAL APPROACH TO YOUR BUSINESS

Numbers matter.
So do people.

DOLLARS & SENSE LLC · EST. WITH PURPOSE

02 / YOUR PARTNER IN THE NUMBERS

Hi, I’m Abbey.
Let’s make it make sense.

I founded Dollars and Sense with a simple belief: you deserve more than a spreadsheet. You deserve someone who understands your business and cares about where it’s going.

With a Master of Accountancy & Data Analytics and certified QuickBooks expertise, I connect the day-to-day details to the bigger picture. That means organized books, tax-ready financials, and explanations in plain English.

Based in Phoenix and working with businesses nationwide, I’m here to make the financial side of running your business feel a little less overwhelming—and a lot more useful.

03 / EXPERIENCE BEHIND THE EXPERTISE

Personal service.
Professional credentials.

A thoughtful approach, backed by the education and tools to do it right.

ADVANCED EDUCATION

Master of Accountancy
& Data Analytics

A foundation in accounting and analytics that turns financial information into useful business insight.

Intuit ProAdvisor Platinum tier badge

QuickBooks ProAdvisor — Platinum

Platinum tier · Personalized QuickBooks support

QuickBooks Online Certified Level 1 badge

QuickBooks Online Certified — Level 1

QuickBooks Online setup & day-to-day bookkeeping

QuickBooks Online Certified Level 2 badge

QuickBooks Online Certified — Level 2

Advanced QuickBooks Online expertise

QuickBooks Online Payroll Certified badge

QuickBooks Online Payroll Certified

Payroll expertise to support your growing team

Intuit ProAdvisor Intuit Enterprise Suite Certified

Intuit Enterprise Suite Certified

Certified expertise in Intuit Enterprise Suite

Intuit Bookkeeping Trained badge

Intuit Bookkeeping Trained

Training in bookkeeping foundations & practices

CAA SERVICES

Certifying Acceptance Agent

Abbey assists with Form W-7 for ITIN applications and renewals and can authenticate eligible supporting documents as a CAA. W-9 completion help is available as a separate tax-form service.

STARTING IN 2027

IRS Annual Filing Season Program

Starting in 2027, Abbey will participate in the IRS Annual Filing Season Program (AFSP). Subject to program eligibility requirements, this provides limited IRS representation for clients whose returns she prepares and signs, before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.

Representation requires valid AFSP Records of Completion for both the return-preparation year and the representation year. It does not include IRS Appeals, collection matters, or Tax Court representation.

A SIMPLE START

From “where do I start?”
to “I’ve got this.”

Take the first step
  1. 01

    Let’s get acquainted.

    Tell us about your business, your goals, and what’s keeping you up at night.

  2. 02

    Make a plan that fits.

    We review your needs and agree on the right services and scope. No one-size-fits-all approach.

  3. 03

    Get back to your business.

    We handle the books and keep you in the loop, with clear numbers and ongoing support.

LET’S MAKE DOLLARS & SENSE

Good things start
with a conversation.

Ready for clearer numbers and a little more peace of mind? Tell us what you need. Abbey will follow up to discuss your bookkeeping, business or individual tax return, or tax-form needs and arrange a consultation.

ashohan@dollarsensellc.com (602) 819-1808

Based in Phoenix, Arizona. Here for you nationwide.

A little about you.

Please don’t include passwords, tax IDs, or sensitive financial details. We’ll arrange a secure way to share documents if needed.