Judith Heft & Associates LLC

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Judy Heft is a financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps 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. Judy has a passion for helping people get organized, save money, and have more time to enjoy life. Her clients have included time-challenged executives, older adults, and individuals with special needs. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel. Active in the business community, Judy is on the Board of Directors of the Stamford Chamber of Commerce, where she serves as membership chair, and is a member of the American Association of Daily Money Managers and American Institute of Professional Bookkeepers . Ellen Rosenstein is an Account Manager with Judith Heft & Associates. Ellen is responsible for handling the management of the client's bill paying needs including financial reporting reconciliation of bank statements, negotiating with vendors, preparing and filling out tax organizers, filing household payroll taxes, property and estimated taxes and tracking charitable contributions. A certified public accountant and financial accounting executive with over 16 years of both public and private accounting experience. Our clients tremendously benefit from Ellen's vast experience, sophisticated management of their financial affairs, and proactive approach. She most recently worked as an audit consultant to Cornick, Garber & Sandler, LLP, the accounting firm at which she began her career in the audit department. Prior to that, she served as Vice President of Finance and Director of Financial Reporting for Della Femina, McNamee / EuroRscg Worldwide, the New York-based North American holding company for a worldwide advertising conglomerate with over 200 offices throughout the world. Rosenstein also has worked as Audit Manager at Ernst & Young, one of the world’s leading professional service organizations. Ellen received her Bachelor of Business Administration degree with a concentration in accounting from Pace University in New York.

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