DO YOU NEED TO GET FINANCIALLY ORGANIZED?
BOOKKEEPING AND DAILY MONEY MANAGEMENT FOR BUSY PEOPLE
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Randy Kaufman, Senior Vice President EMM Wealth
I’ve known and worked with Judy Heft for almost a decade now. She and her team deliver much more than just paying bills–their professional reports enable us to give our clients sound and solid guidance when we are working with them. This is invaluable with budgeting of course, as well as structuring their financial and estate plans. No questions are left unanswered and no detail is too small. And, as importantly, they are always courteous, available and helpful.
“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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You might be pleasantly surprised at the amount of space you can save (while being in compliance).
January is the natural choice for National Get Organized Month — because pretty much everyone has resolved to get more organized.