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
Even if you don’t have many assets, you can still be good to your heirs.
Sometimes it’s daunting to make a spending plan, but the 50/30/20 rule makes it easy.
While you’re at your attorney’s office getting that done, consider also getting an advanced directive, such as a health care proxy, living will, or power of attorney.