Dollars and Sense - Abbey Shohan | Accounting, Bookkeeping & Data Analytics

Bookkeeping ✦ Tax Preparation ✦ QuickBooks ProAdvisor ✦ Bank Reconciliation ✦ Payroll & 1099s ✦ Clean-up & Catch-up ✦ S-Corps & Partnerships ✦ Tax Planning & Advisory ✦ Remote Online Notary ✦ Bookkeeping ✦ Tax Preparation ✦ QuickBooks ProAdvisor ✦ Bank Reconciliation ✦ Payroll & 1099s ✦ Clean-up & Catch-up ✦ S-Corps & Partnerships ✦ Tax Planning & Advisory ✦ Remote Online Notary ✦

AS $Abbey Shohan, founder of Dollars and Sense$

MAcc · Data Analytics

Platinum QuickBooks ProAdvisor · Online Notary

01 Meet Abbey

Numbers are only useful when they mean something.

Abbey Shohan founded Dollars and Sense on a contrarian idea: most bookkeepers just record data - she builds your books with the tax return in mind. As a tax professional and QuickBooks Certified ProAdvisor with a Master of Accountancy & Data Analytics, she pairs forensic precision with the strategy to keep more of what you earn.

That means no frantic clean-up in March, no missed deductions, and total clarity on your cash flow. From S-Corps and partnerships to sole proprietors, Abbey delivers financials you can actually rely on - for bank loans, audits, or simply scaling with confidence. Based in Phoenix, AZ and working with clients nationwide.

Abbey Shohan Connect on LinkedIn

02 What Abbey does

Books built with the tax return in mind.

From a deep forensic clean-up to tax-ready monthly books - everything you need so your numbers are ready for the return, the bank, and the next decision.

The Deep Clean-up

Forensic bookkeeping that fixes years of unreconciled accounts, unapplied payments, and "Other Misc. Expense" mysteries - until you're current and audit-ready.

Full-Cycle Bookkeeping

Routine reconciliations, invoicing, and bill pay on a reliable monthly rhythm - books that stay accurate, organized, and up to date so you can run the business.

QuickBooks Setup & ProAdvisor

Certified ProAdvisor - Level 1, Level 2 & Payroll. From clean setups to full restructures of a chart of accounts that finally makes sense.

Payroll & 1099s

Seamless payroll processing and contractor filing - Gusto, Zoho, and more - keeping you compliant with state and federal laws.

Business & Individual Tax

Returns for 1040s, Schedule C, S-Corps, and partnerships - prepared by a tax professional who knows basis, distributions, and K-1s.

Advisory & Strategy

Proactive guidance that doesn't just report last month - it helps you plan the next quarter and make data-driven decisions with real confidence.

Now offering

Remote Online Notary

Abbey is a commissioned Online Notary, available for secure Remote Online Notarizations (RON) for clients throughout the United States - get documents notarized from anywhere, no in-person visit required.

Notary Commission #2034068850

03 How it works

From chaos to clarity, step by step.

Book a consultation

Start with a focused 30-minute Zoom about your business, your current setup, and what's keeping you up at night - including a preliminary review of your QuickBooks file to see exactly what's needed.

30-min Zoom · $37.50

Diagnose & clean up

Abbey reviews your books, fixes what's off, and builds a tidy foundation - so everything that follows is accurate from day one.

Ongoing rhythm

Monthly bookkeeping, reconciliation, and reporting on a reliable schedule. You always know your numbers are handled.

Insight & advice

Beyond the books: proactive planning and plain-language guidance that turn your numbers into decisions - and a return that's ready long before March.

Tools & expertise

Certified where it counts.

A Platinum-tier QuickBooks Certified ProAdvisor, certified across QuickBooks Online, Payroll, and the Intuit Enterprise Suite - plus the platforms and disciplines Abbey works in every day.

Intuit ProAdvisor Platinum tier badge — Platinum ProAdvisor

QuickBooks Online Certified Level 1 badge — QuickBooks Level 1

QuickBooks Online Certified Level 2 badge — QuickBooks Level 2

QuickBooks Online Payroll Certified badge — Payroll Certified

Intuit ProAdvisor Intuit Enterprise Suite Certified — Enterprise Suite

Intuit Enterprise Suite Certified Bookkeeping Tax Preparation Bank Reconciliation Intuit QuickBooks Payroll Accounting Financial Audit Accounting Financial Accounting Journal Entries Tax Planning & Advisory Invoicing Payroll Reconciliation Gusto Zoho Platform Internal Auditing Detail Oriented

By the numbers

Results that add up.

Job Success Score on Upwork

Jobs delivered on Upwork

0★

Average client rating

Hours tracked on Upwork

04 In their words

Clients who finally trust their numbers.

★★★★★

“Abbey has been an absolute standout to work with. Her persistence and punctuality set a high standard - she consistently follows through, meets deadlines, and ensures nothing falls through the cracks. Her communication is clear, proactive, and efficient, keeping my accounts organized and up to date at all times. She's highly qualified to handle complex financials, including accounts for businesses generating millions in revenue - and if you're looking for someone reliable, detail-oriented, and highly capable, Abbey is the one you want on your team.”

FTVerified Upwork clientFinancial tasks · ongoing engagement

★★★★★

“Superior work and will certainly work with Abbey more.”

CDCraig D.Tax return client · Upwork

★★★★★

“Abbey is awesome! Has been working with us for a few weeks now, quick to respond and she cares about the people she works with. Look forward to all the future work she does for us!”

BPBooks & Payroll clientVerified review · Upwork

4.8★

Across 5 client reviews and 21 jobs delivered on Upwork.

Top Rated100% Job Success

Read reviews on Upwork ↗

Let's make your money make sense.

Tell Abbey where things stand today - book a 30-minute Zoom and she'll do a preliminary review of your QuickBooks file to show you exactly how Dollars and Sense can help you get clear and stay clear.

Hire on Upwork ↗ Connect on LinkedIn

ashohan@dollarsensellc.com +1 (602) 819-1808