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.”
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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
There is nothing worse than tracking down people who owe you money. It ruins relationships and shatters families. At the same time, everyone falls on tough times and needs a little help at least once in their lives. It is a fine line to walk, and a decision only you can make. May the odds be forever in your favor.read more
It seems like every other month some magazine is talking about so-and-so’s secret to success. If you read enough of these stories, you’ll find some form of financial discipline factored heavily in almost all of them.read more