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 507 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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Wishing you a peaceful and reflective Yom Kippur! May this day bring you serenity, introspection, and connection with loved ones. Whether you're spending it in prayer, meditation, or quiet contemplation, may it be a day filled with tranquility and inner peace. G'mar Hatimah Tovah! 🌟🙏 #YomKippur #PeacefulReflections #TimeForQuiet #judithheftassociates
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Learn how to guard yourself against scamming’s Terrible Trio. #financialconcierge #lifestyleconcierge #SMishing #vishing
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Discussing finances—whether with your spouse, kids, or the whole family—can feel like solving a puzzle with missing pieces. This month’s newsletter is packed with tips to help you navigate these important conversations with confidence and clarity. Ready to turn those tricky discussions into productive, positive ones? Subscribe now! 📬🔍 #MoneyTalks #FinancialFamily #ReadOurNewsletter #JudithHeftAssociates
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Even the savviest consumers are falling for the new “phantom hacker” scam. This devious trick uses a two-stage strategy to earn your trust before striking. Check out our blog for the full breakdown and stay one step ahead! #ScamAlert #StayInformed #ReadMore #JudithHeftAssociates https://lnkd.in/ds2_tu6U
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Today is the deadline for voter registration! Your vote is your power and it's crucial in shaping the future. Ensure your registration, exercise your right to vote, and do not let your voice go unheard. We are not going back. #2024election #registertovote #vote2024 #JudithHeftAssociates
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#FridayFinanceTip: Time for a Credit Score Check-Up! ✨ Before you head into the weekend, take a quick moment to check your credit score. It’s like a little financial selfie—keeping it updated helps you stay on top of your financial health and spot any surprises. Plus, it’s a great way to keep your goals on track! 😊 #CreditCheck #JudithHeftAssociates #WeekendPrep
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Disasters bring out the best of us — but not without the worst of us. #financialconcierge #lifestyleconcierge #Helene #disasterfraud
Avoid Disaster Fraud
Judy Heft CMC® on LinkedIn
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It’s so tempting to grab extra credit for a quick fix, but managing debt is all about making thoughtful, purposeful decisions. Want to learn how to navigate these temptations wisely and stay in control of your finances? Head to our blog for essential tips on handling credit responsibly! 📊 #SmartSpending #CreditWisely #JudithHeftAssociates https://lnkd.in/eeEsD2VD
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Wishing you a sweet and blessed Rosh Hashanah! 🌟 May this new year bring you moments of reflection, renewal, and hope. As we gather with family and friends, let's embrace the opportunity to start anew and create a year filled with abundance and joy. L'Shanah Tovah! 🌟 #RoshHashanah #NewYearBlessings #FinancialSupport #JudithHeftAssociates