I have a friend whose relationship with organization is strained at best. Recently, he made a pretty harmless error that carried outsized, dire consequences — a mistake that Judith Heft & Associates could have prevented if he had hired us. As Eric was preparing to spend the summer in upstate… Continue Reading..
In my Book, How To Be Smart, Successful, And Organized With Your Money, I spend a chapter on organization. The first part of the chapter deals with steps to take: Throw Out Your Junk Mail: You need to be merciless when freeing yourself from this unsolicited nuisance. That’s why I… Continue Reading..
Being a bookkeeper is easy: add this, subtract that, and divide by twelve for the monthly number. It’s like working the front desk at a hotel. But what if you arrive at the hotel with bags under your eyes and a pounding headache (like the total hot mess that you… Continue Reading..
Recently I spent some time in Fort Lauderdale, on Florida’s southeastern coast. It was November, and the temperature did not drop below 50 degrees at night and the days were in the 70s and low 80s. Everything was big, new, and the people on the beach were shiny. It was… Continue Reading..
One of the most often overlooked aspects of running a business is to create a system—as I mentioned in my book: you need a system, I need a system, EVERYBODY NEEDS A SYSTEM! And I’m not talking about your circulatory system, or your nervous system—indeed, the system I am talking… Continue Reading..
I always cringe when a TV show or a movie has a plot twist where one of the characters is wandering alone somewhere, just a few feet away from help, but she never realizes it and ends up having some sort of a bad thing happen to her. I feel… Continue Reading..
Being a bookkeeper, organizer and financial concierge is not all telling my clients “Do this to avoid penalties,” or “Do that to get better interest rates.” I also learn many good practices from them. The successful people I have worked with, who are at the top of their industries, share… Continue Reading..
Guest Author Lyle J. Katz It is important to be prepared when applying for a mortgage. Ensuring that all of the required documents are ready and available will ease the application process. When being approved for a home mortgage loan, 3 main components are taken into account: The applicant’s credit… Continue Reading..
A year ago next week, people from New Jersey to Boston became familiar with a name they are unlikely to forget: Sandy. The effects of Sandy have been widely documented by the news and other bloggers. So, as I send you these cautionary tales from my blog last month -… Continue Reading..
The word “budget” is perhaps the only four-letter word that has six letters. That is why I don’t do budgets with my clients. We figure out spending plans instead. And each spending plan I help to draw up is as unique as the person it is tailored to. However, no… Continue Reading..