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Local Business Partners

Bookkeeping
Services

Wachob Financial is passionate about increasing the economic vitality of the greater Finger Lakes Region by being the go-to remote bookkeeping service for local entrepreneurs

We Make Your Business Our Business

Check Out Our Services

REMOTE BOOKKEEPING SERVICES

Monthly categorization of bank and credit card transactions into QuickBooks Online

Monthly reconciliation of bank and credit card accounts

Quarterly compilation and review of Profit & Loss Statement (Income Statement)

Annual compilation and review of Balance Sheet

Continual communication with third parties such as CPAs and Lenders on the client’s behalf

QUICKBOOKS ONLINE SET UP

Establish an efficient ongoing accounting system using QuickBooks Online

Create a customized Chart of Accounts 

OR

Full conversion of QuickBooks Desktop to QuickBooks Online

QUICKBOOKS CLEANUPS

Full review and cleanup of existing QuickBooks accounts including:

Correctly assign all categorizations

Input all Customer and Vendor information

Clean up duplicate income/expense accounts 

Clean up duplicate customers/vendors 

Review key financial statements  such as Profit & Loss Report and Balance Sheets

Client Testimonials

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Dr. Maggie Benham, Chosen Spot Chiropractic

Beki Wachob has forever changed the fundamental security and long term success of our business. She is diligent, principled, and a joy to work with. More than likely, your business needs her.

Book a Free Consultation

Book a Free Consultation

Our mission is to serve local small business owners, helping to free up their time and mental space surrounding their business’ financials.

Wachob Financial is passionate about increasing the economic vitality of the greater Finger Lakes Region by being the go-to remote bookkeeping service for local entrepreneurs.

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