Here at JHA, we are more than capable of doing a whole array of services for our clients. From bookkeeping for you personally or for your business, to helping you move to your new home, we can do it all! Please reach out to us here! https://lnkd.in/gJyDhPuB #financialconcierge #lifestyleconciere #financialplanning #financialwellness #judithheftandassociates #judithheft #ourservices #bookkeeping #accountmanagement #smallbusinessbookkeeping #personalbookkeeping
Judith Heft & Associates
Accounting
Stamford, CT 512 followers
We will restore order to your busy financial and personal life.
About us
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.
- Website
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https://linktr.ee/Judith_Heft
External link for Judith Heft & Associates
- Industry
- Accounting
- Company size
- 2-10 employees
- Headquarters
- Stamford, CT
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Bookkeeping, Daily Money Management, Bill Paying, Record Keeping, Tax Prep for Client's CPA, Power of Attorney, Medicaid Applications, Divorce Financial Affidavits, Conservatorships, and Seniors
Locations
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Primary
Stamford, CT 06905, US
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Greenwich, CT 06830, US
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New York , NY, US
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Palm Beach, FL, US
Employees at Judith Heft & Associates
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Judy Heft CMC®
Financial & Lifestyle Concierge, 2x Author, Personal & Business Bookkeeping, Money Coach, Divorce Financials, Trust & Estate Administration…
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Rachael Ring
Know your worth🥰
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Karen Hagerty
Operations Manager at Judith Heft & Associates
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Irene Horowitz
Financial Concierge at Judith Heft & Associates
Updates
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Join Judy Heft in episode 97 of 'Mastering Your Financial Life' as she chats with Kelli Proia, lawyer success coach of Lawducate. Dive deep into how Kelli helps stressed out lawyers transform their lives & start their own firms. Learn about personal strategies for work-life balance, the evolving legal profession, and the impact of AI on law. #worklifebalance #managestress #lawyerlife https://lnkd.in/eMDFkV36
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Happy December from Judith Heft & Associates! 🌟🎄 It's the most wonderful time of the year, and we're here to help you make the most of it. As we kick off this festive season, remember that the key to a joyful holiday is organization and planning. Let's make December a month filled with cheer, gratitude, and the joy of giving. Stay tuned for our tips and insights to help you navigate this wonderful time of year. 🎁✨ #HelloDecember #HolidaySeason #Organization #JudithHeftAssociates
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Happy Black Friday from Judith Heft & Associates! 🖤 Before diving into the sales, remember: creating a spending plan can be your secret weapon for a successful shopping spree. Enjoy your shopping and make the most of this exciting Black Friday with a well-thought-out plan! 💸🛒 #BlackFriday #Savings #SpendingPlan #HappyShopping #JudithHeftAssociates
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Thanksgiving Greetings from Judith Heft & Associates! 🍁 We want to take a moment to express our deepest gratitude for the wonderful clients, partners, and friends who have been a part of our journey. We are so thankful for the trust you've placed in us. May your Thanksgiving be filled with joy, love, and all the delicious food you can handle! Wishing you a day full of laughter and love, surrounded by your loved ones. Happy Thanksgiving from the Judith Heft & Associates family! #Thanksgiving #Gratitude #FamilyTime #GiveThanks #JudithHeftAssociates
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Everyone knows about HIPAA, but what about FERPA? The Family Educational Rights and Privacy Act is crucial for protecting your child's educational records and privacy. If your kid is heading to college, understanding FERPA should be at the top of your to-do list. Learn more about FERPA on our blog: https://lnkd.in/eUSizDbW #FERPA #JudithHeftAssociates #EducationRights #StudentPrivacy
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In the 53rd episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial. Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. Stacey is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide. https://lnkd.in/e-qEY9j4 #FinancialPodcast #JudithHeftAssociates #MasteringYourFinancialLife
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Holiday Finance Tip: Create a Festive Spending Plan! 📊🎄 As we embrace the holiday spirit, it's essential to keep your finances in check. Set a clear spending plan for gifts, decorations, and celebrations. Planning ahead will help you enjoy the season without unnecessary stress. Remember, it's not about how much you spend; it's about the thought and love you put into each gesture. Stick to your spending plan, and you'll have a happy and financially sound holiday season! 🎅💰 #HolidayFinance #JudithHeftAssociates
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🛍️ Ready for Black Friday? Join #JudithHeftAssociates Newsletter for Exclusive Tips! As the holidays approach, prepare for Black Friday with our exclusive newsletter. Get expert tips on budgeting, deal hunting, and more! Sign up now and shop smarter this season. 🌟 #BlackFriday #FinanceTips
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🚨 Romance Scams: The Hidden Heartbreak 🚨 Romance scams are some of the most cruel and heartbreaking frauds out there. They prey on trust, hope, and loneliness, leaving victims devastated—emotionally, financially, and socially. The worst part? Many feel too ashamed or embarrassed to come forward. Learn more about how these scams work, and how to protect yourself from them, in our latest blog: https://lnkd.in/eUDRTCAa #RomanceScams #AwarenessMatters #JudithHeftAssociates