What we offer for you
Judy Heft offers professional and personal assistant services that are tailored to meet the specific and changing needs of her clients. All financial concierge services are provided on an accurate and timely basis with complete confidentiality.
LET’S WORK TOGETHER:
LET US RESTORE ORDER TO YOUR BUSY FINANCIAL LIFE
- financial reporting
- reconciling bank statements
- negotiating with vendors
- preparing and filling out tax organizers
- filing household payroll, property, and estimated taxes
- tracking charitable contributions and
- preparing reports and tax organizers for the clients CPA.
- Working with executors in estate settlement reconciliation
We will free you from the stress and worry of managing your bills and paperwork. Over 23 years in business have helped us to identify the steps that lead us to success. Are you drowning in your own paperwork because you can’t find the time or energy to do it yourself? 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 by paying and organizing your bills either online or by check. Is household payroll giving you a headache because you are constantly trying to keep up with the changes in withholding taxes? We will act as the liaison between you and the household or professional payroll service and we will be your pain reliever.
Are your files a big mess? We will organize and set up your home filing systems in a way so you can immediately put your finger on an important piece of paper. Is your credit score in jeopardy because you are too busy to pay your bills on time? Did you miss a tax payment or fall behind on your mortgage or credit card payment because you were traveling? We will not only maintain the records but we will 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! Being a personal financial concierge 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.
What we offer for you
Q: What type of person needs the financial concierge services of Judith Heft & Associates?
Q: How do your bill paying services differ from automatic deductions from my accounts?
Q: What types of bookkeeping services are provided by Judith Heft & Associates?
Q: Does Judith Heft & Associates take the place of our current financial advisors?
Q: How can Judith Heft & Associates assist us in organizing our family office?
Q: Do you work with older adults?
Q: Will my financial information be kept confidential?
Q: What does the service cost?
Q: Can Judith Heft & Associates provide a list of references?
What financial decision would you have made differently?
May 7th, 2019
I recently joined a Facebook group called Her Money by Jean Chatzky. Once I settled in,…
Judith Heft & Associates Celebrates 24 Years!
April 30th, 2019
Judith Heft & Associates is celebrating 24 years of business, and I think that’s something to…