Judith Heft & Associates

About

Judith Heft & Associates is company engaged as a financial and lifestyle concierge bookkeeper, and much more. In their professional and personal financial organization role the company combines its talents and experience in organization and financial assistance. They handle everything form A to Z, arranging finances and zeroing on their personal needs. Recognizing the unique needs of each of their clients, they step in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers as well as arranging travel, tutoring, driver and other personal assistance.

The company combines extensive business management experience with a strong sense of caring for each of their clients.

Active in the business community, the principal is on the Board of Trustees of Stamford Senior Services and is a member of The Orion Resource Group, The American Association of Daily Money Managers and American Institute of Professional Bookkeepers.

Keywords

bookkeeping, daily money management, bill paying, record keeping, tax prep for clients cpa, power of attorney, medicaid applications, divorce financial affidavits, conservatorships, seniors

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