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Judith Heft & Associates Serving Fairfield County, Westchester County and throughout the U.S.
About Us

Judy HeftJudy Heft is a financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers.

Judy has a passion for helping people get organized, save money, and have more time to enjoy life. Her clients have included time-challenged executives, older adults, and individuals with special needs.

Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel.

Judy is on the Board of Trustees of Senior Services of Stamford she serves on the Development Committee and the Individual Assistance Committee. She is a former member of the Stamford Chamber of Commerce and was chairperson of the membership Committee.

Currently she a member of the American Association of Daily Money Managers and American Institute of Professional Bookkeepers. Judy is also an active volunteer for Camp Happy Times, where children, who have or have had cancer, ages 5-18 years attend a one week sleep away camp for free under the umbrella of the Valerie Fund.

Sharon WilsonSharon Wilson is an Account Manager with Judith Heft & Associates. Sharon’s responsibilities include handling the management of client’s bill paying needs including financial reporting, reconciling bank statements, negotiating with vendors, preparing and filling out tax organizers, filing household payroll taxes, property and estimated taxes and tracking charitable contributions.

With over ten years of experience in accounting, Sharon provides clients with a wealth of knowledge and expertise. In her most recent position prior to joining Judith Heft & Associates, she served as the Vice President of Finance for Atlantic Computer Systems, Inc in New York City. Prior to that, Sharon served as Audit Supervisor at Touche Ross & Co, one of the world’s leading professional service organizations.

Sharon received her Bachelor of Business Administration degree in Accounting from the State University of New York in Albany.

make order out of chaos

“Judy has been working with me as my personal financial assistant for over two years. She not only helps me keep my bills paid, she keeps my financial records organized so that at tax time I am able to give an itemized report of expenses and deductions to my CPA. Judy works very closely with my other financial advisors as well. Judy is a very pleasant and intelligent person who is understanding and patient. It is easy to discuss all financial matters with her. She makes my life much more stress free. I highly recommend her without any reservations.” 

Monroe Coleman, MD
Stamford, CT

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1177 Summer St., 3rd Floor, Stamford, CT 06905    15 East Putnam Avenue, #122, Greenwich, CT 06830-5415    203-978-1858