Insights

Niche Concierge Small accounting and personal finance firm with a tailored, high-touch service model presents upsell opportunities for premium add-ons such as enhanced expense tracking, bill payment automation, and personalized financial administration for affluent clients.

Board & Networks Active governance and professional network involvement (Stamford Senior Services board, Orion Resource Group, professional bookkeepers associations) indicate access to referral channels and potential collaborations with aging-in-place, senior services, and small-business segments.

Tech Stack Diverse technology usage including data tools, AI, content platforms and CMS suggests potential for introducing advanced financial analytics, security-enhanced client portals, and digital workflow automations to differentiate offerings.

Growth Signals Revenue range and recent market activity imply readiness for partnerships with complementary service providers (bookkeeping, financial planning, travel/personal assistance) to cross-sell bundled services to small teams and solo professionals.

Competitive Landscape Proximity to fintech and service-oriented platforms in the Linktree/Wordpress ecosystem signals opportunity to embed services into popular digital presence tools, capturing clients who manage finances alongside online branding and personal provisioning.

Similar companies to Judith Heft & Associates

Judith Heft & Associates Tech Stack

Judith Heft & Associates uses 8 technology products and services including Xero, Microsoft Power Automate, Salesforce, and more. Explore Judith Heft & Associates's tech stack below.

Judith Heft & Associates's Email Address Formats

Judith Heft & Associates uses at least 1 email format:
Judith Heft & Associates Email FormatsExamplePercentage
First@judithheft.comJohn@judithheft.com
100%

Frequently Asked Questions

What is Judith Heft & Associates's phone number?

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You can contact Judith Heft & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

How much revenue does Judith Heft & Associates generate?

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As of August 2026, Judith Heft & Associates's annual revenue is estimated to be $1M - $10M.

What is Judith Heft & Associates's NAICS code?

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Judith Heft & Associates's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Judith Heft & Associates have currently?

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As of August 2026, Judith Heft & Associates has approximately 9 employees across 1 continents, including North America. Key team members include Financial Concierge: I. H. Explore Judith Heft & Associates's employee directory with LeadIQ.

What industry does Judith Heft & Associates belong to?

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Judith Heft & Associates operates in the Accounting industry.

What technology does Judith Heft & Associates use?

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Judith Heft & Associates's tech stack includes Xero, Microsoft Power Automate, Salesforce, NetSuite, HighLevel, SEMrush, Google Pay and Miro.

What is Judith Heft & Associates's email format?

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Judith Heft & Associates's email format typically follows the pattern of First@judithheft.com. Find more Judith Heft & Associates email formats with LeadIQ.

When was Judith Heft & Associates founded?

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Judith Heft & Associates was founded in 1996.
Judith Heft & Associates logo

Judith Heft & Associates

AccountingConnecticut, United States2-10 Employees

Judith Heft & Associates is a boutique accounting practice based in Stamford, Connecticut, focused on organizing clients' finances and handling day-to-day financial tasks. The firm delivers customized support that covers bill payment, financial record keeping, expense tracking, and correspondence with banks, vendors, insurers, and healthcare providers. It also arranges personal services such as travel planning and other forms of non-financial assistance to meet individual client needs. With a background in business management, the team emphasizes careful, client-specific attention rather than a one-size-fits-all approach. Its leadership participates actively in the local community and professional networks, including serving on the Board of Trustees for Stamford Senior Services and membership in The Orion Resource Group, The American Association of Daily Money Managers, and the American Institute of Professional Bookkeepers. The company operates in the Stamford area with a small staff, serving both personal and business financial organization needs.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1996
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Judith Heft & Associates's revenue is estimated to be in the range of $1M - $10M

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