# Wachob Financial

> Remote bookkeeping and financial advisement for small business owners in the Finger Lakes. Wachob Financial is locally rooted, built for the long view.

Wachob Financial is a remote bookkeeping and financial advisement firm based in East Bloomfield, NY, serving small business owners across the greater Finger Lakes region. Led by founder Beki Wachob, the firm provides clean monthly books, plain-English reports, and a year-ahead view for owners who want a partner, not a portal.

## Services

- [Services](https://wachobfinancial.com/services): Five disciplines for small business: monthly bookkeeping, QuickBooks setup and cleanup, payroll, bill pay, and tax advising.
- [Bookkeeping](https://wachobfinancial.com/services/bookkeeping): Monthly categorization, reconciliation, profit and loss, and balance sheets, closed and delivered on a predictable cadence.
- [QuickBooks](https://wachobfinancial.com/services/quickbooks): New QuickBooks Online setup, top-to-bottom cleanup, or migration from QuickBooks Desktop.
- [Payroll](https://wachobfinancial.com/services/payroll): Full-service payroll for W-2 employees and 1099 contractors, reconciled directly into the monthly books.
- [Bill Pay](https://wachobfinancial.com/services/bill-pay): Accounts payable and receivable, handled in both directions.
- [Tax Advising](https://wachobfinancial.com/services/tax-advising): Annual sit-down covering business and personal tax realities plus a year-ahead plan to lower liability and grow wealth.

## Team

- [The Team](https://wachobfinancial.com/team): Four people, all local, all reachable, with 65+ years of combined experience.
- **Beki Wachob** — Owner and Founder. MBA from RIT, BS Accounting from SUNY Albany, Elite QuickBooks ProAdvisor, NACPB Certified.
- **Lucas Wachob** — Lead Bookkeeper. BS Environmental Science from SUNY ESF, 15+ years in finance.
- **Stephanie Shepard** — Lead Bookkeeper. BA Syracuse University, Cornell Accounting Certificate.
- **Laurie Dietrich** — Office Administrator. BS Business Admin from RIT, 22+ years in real estate.

## Credentials

- QuickBooks Elite ProAdvisor (top tier of Intuit's program)
- QuickBooks Certified Online (annually re-certified)
- NACPB Certified Public Bookkeeper
- Rochester Business Journal Financial Leaders

## Resources

- [Resources](https://wachobfinancial.com/resources): 2026 federal, state, and NY sales tax deadlines for small business owners.
- [Preferred Partners](https://wachobfinancial.com/preferred-partners): Finger Lakes businesses we trust and refer to clients.

## Contact

- **Phone**: (585) 310-0105
- **Email**: hello@wachobfinancial.com
- **Hours**: Mon–Fri, 10am–3pm ET
- **Office**: East Bloomfield, NY 14469
- [Contact](https://wachobfinancial.com/contact): Free thirty-minute consultation via Calendly or contact form.

## Service Area

Remote service delivered nationwide, with deep local roots in the Finger Lakes (Canandaigua, Geneva, Victor, Phelps, and the surrounding Ontario County area).