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


SERVICES

  • Bookkeeping and tracking income & expenses by property
  • Divorce financials
  • Negotiating with vendors
  • Maintaining tax records
  • Working closely with CPA and other team of professionals

LATEST FROM THE BLOG

  • Getting Brenda’s Money Back

    September 12th, 2018

    Last week I told Brenda’s story: A grandmother whose granddaughter had stolen money from her. We were able to file a police… Read More

  • Elder Abuse: Brenda’s Story

    September 5th, 2018

    Last week, we didn't have enough money in our client's account to pay her assisted living bill, so we sent a report… Read More

  • Pull Yourself Out of the Work Zone and into Your CPA’s Office

    August 29th, 2018

    Despite the warm temperatures, if you look closely, you'll see that some of the leaves are beginning to change colors and some… Read More