DO YOU NEED TO GET FINANCIALLY ORGANIZED?

It may be time to bring a financial organizer into your life. Running a household is like running a business. Similar to a business, the household requires intelligent decisions to promote efficient operations. As a high-net-worth individual, your life is complicated. Assets and financial holdings need to be tracked. Paperwork and bookkeeping for properties, investments, contributions, and accounts often require more time and attention than you have available. Scheduling involves the coordination of several calendars. It may be time to bring an organizer into your life. Judith Heft & Associates has built its reputation on making order out of chaos. Whether you are looking for a professional, personal, or financial organizer, need a bookkeeper or require a daily money manager, Judith Heft & Associates can help by simplifying your life and giving you more time to do what you want to do.

BOOKKEEPING AND DAILY MONEY MANAGEMENT FOR BUSY PEOPLE

SERVICES

  • Bookkeeping and tracking income & expenses by property
  • Divorce financials
  • Negotiating with vendors
  • Maintaining tax records
  • Working closely with CPA and other team of professionals

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