DO YOU NEED TO GET ORGANIZED?
Running a household is like running a business. Similar to a business, the household requires intelligent decisions to promote efficient operations.
As a high-net worth individual, your life is complicated. Assets and financial holdings need to be tracked. Paperwork and bookkeeping for properties, investments, contributions, and accounts often requires more time and attention than you have available. Scheduling involves the coordination of several calendars. It may be the time to bring an organizer into your life.
Judith Heft & Associates has built its reputation on making order out of chaos. Whether you are looking for a professional, personal, or financial organizer, need a bookkeeper, or require a daily money manager, Judith Heft & Associates can help by simplifying your life and giving you more time to do what you want to do.
BOOKKEEPING AND DAILY MONEY MANAGEMENT FOR BUSY PEOPLE
“Judy is responsible, trustworthy and fun to work with.
Judy makes sure that I am organized.”
“At tax time Judy and her team are prepared to collect my tax documents, fill out my tax organizer and work closely with my CPA and other financial professionals. She joins in meetings with my other advisors and it’s easy to discuss financial matters with her.”
“Judy’s bookkeeping always lets me know the exact amount of money in my business. I’m able to spend my time doing the other important aspects of my business – being with clients, getting work done, or marketing – that I don’t need to spend those hours bookkeeping.”
Anthony M. Verna III, Esq. Verna Law, P.C.
“Judy has been working with me as my personal cfo and concierge for over five years. She not only pays my bills in a timely manner, she keeps my financial records organized. At tax time I am able to give an itemized report of income and expenses for my primary home and my rental property to my CPA.”
“I called Judy and she immediately whipped my office into shape. With Judy handling all my financial paperwork, I have much more time to spend with my children!”
LATEST FROM THE BLOG
October 24th, 2016On October 1st, the State of Connecticut put in force a new law governing powers of attorney (POAs) called the Connecticut Uniform… Read More
October 17th, 2016The size and scope of receipts has gotten ridiculous. Whether you’re buying bottled water at CVS or lunch at Boston Market, you’re… Read More
October 10th, 2016Wells Fargo really stepped in it recently—or rather, over the last few years. It has been confirmed that it fraudulently opened two… Read More