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

Sign up for our monthly newsletter for practical money management tips and articles

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

READ MORE

Testimonials


More Testimonials

LATEST FROM THE BLOG

Set a Reminder: Update Your Will!

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.

read more

Seasons Change

Thanksgiving is right around the corner. Huge efforts will be taken to avoid politics at the table, no doubt. We’re also faced with the fact that time goes on without us, and our parents may have deteriorated since the last time we saw them. Vision problems and...

read more

New York State Adopts Alternative Dispute Resolution

New York State has announced plans to institute Presumptive Alternative Dispute Resolution (ADR) for civil cases in all of its 13 judicial districts. The form of ADR that people are most familiar with is divorce mediation, but now all sorts of litigants — from tenants...

read more