People you can call.

• MBA, RIT
• BS Accounting, SUNY Albany
• Elite QuickBooks ProAdvisor
• NACPB Certified

As the managing owner, Beki oversees and reviews all client services. She brings 15+ years across public accounting, operations management, and financial analysis, including stints at Goldman Sachs and the Eastman School of Music. She now serves as President of the Board of Directors for the Phelps Arts Center, Inc. in Phelps, NY.

• BS Environmental Science, SUNY ESF
• 15+ years finance
• Small business owner

As a Lead Bookkeeper, Lucas oversees financial reporting for clients with precision and transparency. Before Wachob Financial, he managed Commercial and Industrial Energy Efficiency Rebate Programs for NYSEG and RG&E, leading a team of 13 and a $30M portfolio across budgeting, forecasting, billing, and P&L. As a small business owner himself, Lucas brings a unique understanding of the challenges businesses face.

• BA, Syracuse University
• Cornell Accounting Certificate
• 15+ years client services

Stephanie's background in account and project management spans software, telecommunications, print, physical security, and real estate. She holds a History and Policy Studies degree from Syracuse University and a recent accounting certification from Cornell. With over 15 years in client-facing roles, she brings a hyper-focused, high-touch standard to every engagement.

• BS Business Admin & Marketing, RIT
• 22+ years real estate

As Office Administrator, Laurie keeps the firm running so the rest of the team can focus on the books. She brings 22+ years in the Real Estate field and a strong work ethic that's evident in every interaction. Clients consistently mention her availability and care.