Owner & Founder
As the managing owner, Beki oversees and reviews all client services. She has a Bachelor’s in Accounting from the SUNY University at Albany, and a Master’s in Business Administration from the Rochester Institute of Technology. Beki is also an Elite QuickBooks ProAdvisor, and a certified bookkeeper with the National Association of Certified Public Bookkeepers.
Beki has worked in the field of accounting and finance for over 10 years. Her career began in public accounting for high net worth clients, both in auditing as well as business and individual tax preparation. She later advanced into operations management and financial analysis, working for several companies including Goldman Sachs and the Eastman School of Music.
As her career progressed, she found her main interest was in increasing the vitality of her local community through serving small businesses. She left corporate work and founded Wachob Financial, where she now helps small business owners make sense of their finances and advance their financial footprints.
Kristin is Wachob Financials' Office Administrator. She has a unique background in non-profit work, community engagement, and client services with a Masters degree in Creative Science from SUNY Buffalo. With over 10 years of experience serving and growing the community she lives in, Kristin is passionate about making connections and helping others reach their goals.
Kristin has in-depth training in bookkeeping and QuickBooks software. She has experience working with non-profits and small businesses assisting them in reaching financial goals, creative solution finding, and creating organizational structures to simplify and clear both mental space and business procedures.
Jamie is Wachob Financials' Accounts Payable Specialist. She works as an accomplished finance professional with a diverse background and a passion for providing exceptional customer service. With a Bachelor's degree in Psychology from Alfred University, Jamie possesses a unique blend of financial expertise and interpersonal skills that sets her apart.
Throughout her professional journey, Jamie has gained extensive experience in both Accounts Payable (AP) and Accounts Receivable (AR). Her in-depth knowledge of these financial processes, along with her attention to detail and organizational prowess, has allowed her to excel in these crucial areas of financial management.
For the past nine years, Jamie has also focused on providing Business-to-Business (B2B) support, working closely with sales, operations, and AP/AR teams. With her strong financial acumen, dedication to customer service, and well-rounded skill set, Jamie is a significant part of our team.
Brandy is passionate about helping small businesses grow and thrive in the current economy. She came to Wachob Financial in 2023 as our Senior Accountant, bringing with her a Bachelor's Degree from High Point University and Master's in Business Administration from Pfeiffer University.
She holds a QuickBooks Online Advanced Certified and is a QuickBooks ProAdvisor.
With 26 years of accounting experience in a variety of fields, including working with Intuit directly, we are grateful to have her talent and passion for helping businesses on our team!