DO YOU NEED TO GET FINANCIALLY ORGANIZED?
BOOKKEEPING AND DAILY MONEY MANAGEMENT FOR BUSY PEOPLE
“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.”
“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.”
Lonnie and Doug Gardner
We were so thrilled to find Judith Heft at a difficult, stressful time as we tried to manage the paperwork…financial and otherwise…of two family members. Judy has been a lifesaver who has made years of care-giving so much less stressful. She and her staff have given us the great gift of peace of mind…and much more!
Anthony M. Verna III, Esq. Verna Law, P.C.
“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.”
LATEST FROM THE BLOG
We have yet to see how Libra will insinuate itself into our Facebook experiences, or how well it will work. Will it be any easier than Apple Pay or Venmo? What about privacy concerns — will our ads be tailored to our balances?read more
If you have a card that has high annual fees and you don’t use the card, before you close it try to negotiate a lower annual fee. If you have cards that have high interest rates and you use them a lot, it’s best to pay off the cards with the higher interest rates first.read more
Couples who cannot agree on financial manners are more likely to get a divorce than those who are on the same page about things. It’s unfortunate that financial literacy in a potential partner is not as sought-after as a nice car or paycheck. That’s why it’s up to you to bring it up.read more