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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Stamford, Ct 06905, Us
- Phone
- +1 203 978 1858
- in****@****eft.com
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- judithheft.com
- Keywords
- Bookkeeping, Daily Money Management, Bill Paying, Record Keeping, Tax Prep for Client's CPA, Power of Attorney, Medicaid Applications, Divorce Financial Affidavits, Conservatorships, Seniors.
- HQ
- Stamford, CT
Judith Heft & Associates Questions
Judith Heft & Associates's helpline number is +1 203 978 1858
Judith Heft & Associates's website is judithheft.com
Judith Heft & Associates's LinkedIn profile is https://www.linkedin.com/company/judith-heft-&-associates
Judith Heft & Associates has
11 employees.
View email and phone details for 11
employees at Judith Heft & Associates.
Judith Heft & Associates's industry is
Accounting
Judith Heft & Associates's top competitors are
Mariner,
Universal Bookkeeper, Inc.,
Gm Advisory Group,
Sky Cloud Accounting, Bookkeeping & Tax,
Rocha's Bookkeeping Services, Inc.,
Moneymo Empire, Llc,
Wealthspire Advisors,
Verdence/ria+,
Southern Bookkeeping Services, Llc,
Cerity Partners.
Judith Heft & Associates's support email address is info@judithheft.com
Judith Heft & Associates's categories are Accounting
Judith Heft & Associates's founding year is 1996
