FAQs

What we offer for you

Q

What type of person needs the services of Judith Heft & Associates?

A:

Busy executives, high net worth individuals, entrepreneurs, real estate investors, owners of multiple homes, and other individuals with financial organization needs.

Q

How do your bill paying services differ from automatic deductions from my accounts?

A:

Automatic deductions can save you time but requires you to manage your own accounts. Judy Heft works directly with you to understand your specific needs and provides customized full-service management of your personal bills.

Q

What types of bookkeeping services are provided by Judith Heft & Associates?

A:

Services including managing bank accounts, generating computerized reports, managing household payroll and taxes, organizing and paying bills, maintaining tax records, tracking charitable contributions, and creating customized reports for your CPA at tax time.

Q

Does Judith Heft & Associates take the place of our current financial advisors?

A:

Judith Heft & Associates works with your advisors. We provide your financial and legal professionals with necessary information on your accounts and business activities.

Q

How can Judith Heft & Associates assist us in organizing our family office?

A:

Judy Heft will meet with you to discuss your family’s unique financial and business needs and to recommend an appropriate suite of services.

Q

Do you work with older adults?

A:

Older adults often cannot or should not continue to manage their finances on their own. Judith Heft & Associates works with older adults to manage their finances in a way that maintains financial health while preserving their self-esteem.

Q

Will my financial information be kept confidential?

A:

Absolutely! Judy maintains the highest standards of confidentiality, upholding the codes of ethics of the American Association of Daily Money. These strict standards ensure that all business is conducted in a safe and secure manner to protect your privacy.

Q

What does the service cost?

A:

Fees are based on an hourly rate. Judy will provide a free consultation after a short review of your individual needs to determine the best solution possible. Judith Heft & Associates provides the most efficient and knowledgeable service, thereby saving you time and money.

Q

Can Judith Heft & Associates provide a list of references?

A:

We provide client references upon request.