Financial

SERVICES

Time is money

LET’S WORK TOGETHER:

LET US RESTORE ORDER TO YOUR BUSY FINANCIAL LIFE

Judith Heft & Associates will free you from the time, stress and worry of managing your bills and paperwork. With over 24 years in business, we have identified the steps to financial success. As a financial concierge, we will pay your bills, organize your financial documents for your CPA, and work closely with your tax attorney. We will handle routine financial transactions, maintain and reconcile your credit card and bank accounts, and pay your bills either online or by check.

Additionally, Judith Heft & Associates will organize and set up your home filing systems so you can immediately put your finger on an important piece of paper. We will not only maintain the records but we will also ensure timely payment of estimated taxes, property taxes, insurance premiums, credit card bills, auto registrations, mortgages, utility bills, and others. Our clients have high credit scores!

We will track your charitable contributions and make sure we have the supporting documents; we will fill out your tax organizer so you can relax on the beach in March and April.

Are you part of the sandwich generation trying to juggle helping your older parents with their finances as well as dealing with your own daily money management? Are your parents becoming more and more dependent on you for daily money management? For older adults, we will make timely bill payments, organize their financial records, manage their mail, and maintain lines of communication with family members.

Financial Concierge Services

These services include:

  • Bill Paying
  • Financial Reporting
  • Reconciling Bank Statements
  • Negotiating With Vendors
  • Preparing and Filling Out Tax Organizers
  • Filing Household Payroll, Property, and Estimate Taxes
  • Tracking Charitable Contributions
  • Preparing Reports and Tax Organizer for the Clients CPA
  • Working with Executors in Estate Settlement Reconciliation

 

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