Your Dependable Crew

Becky started her career in General Accounting and Payroll. She then worked as a Benefits Accountant for many years managing client accounts for several companies in the Rochester area. Subsequently, she has performed in various accounting rolls including Staff Accountant, Accounting Manager and Controller. She has also managed her own bookkeeping company for over 10 years.

Becky is an expert in preparing financial statements, budgeting and forecasting, cash management, accounts receivable, accounts payable, general ledger maintenance, bank reconciliations, inventory management, cost accounting, job costing, and internal audit preparation. She also has extensive knowledge in Excel, Salesforce, FinancialForce, and QuickBooks. Becky is very detailed oriented and analytical, a problem solver and leader in customer service. Her personal interests include running and yoga. You will probably find her at a 5k fundraiser somewhere in Rochester.

Lynn has an extensive background in bookkeeping, accounting, financial reporting, payroll and tax returns.  She worked with an accounting firm for decades that includes providing financial management services for veterans and the elderly. Her areas of expertise include individual financial management, business accounting and reporting, personal and business tax returns since 1998.

Lynn also has owned and operated a family business for 24 years and has managed all of its finances and reporting obligations. 

Lynn is the mother of 6 and grandmother of 10.  She takes pride in spending time with her family and passing her knowledge on to them.  

Petra graduated from Monroe Community College with an Associate of Applied Science Degree in Accounting in 1990 and completed a Bachelor of Science Degree in Accounting from SUNY Geneseo in 1992.

Petra’s career in accounting began when she graduated from Geneseo. While attending college, she assisted in preparing tax returns for a local CPA that subsequently led to her first accounting and bookkeeping position. Since 1988 Petra has worked for many small to mid-sized companies. Duties performed include accounts payable and receivable clerk, reconciliation of bank accounts, monthly general ledger auditing, preparing and entering daily cash deposits, monthly financial reports, quarterly sales tax preparation and reporting, and running a full payroll service for a local recruiting company.

Petra also supplies accounting and full charge bookkeeping to various nonprofits including month-end closing, audit preparation, creating and maintaining budgets and refining general ledgers to meet each organizations’ needs.

In addition to handling day to day functions for many small to mid-size organizations, Petra is also specialized in refining general ledgers and cleaning up financials that were in a critical status. Not only does she bring clients up to current status she prepares them for their tax returns and any threats of audits.

Petra has also passing the CPA auditing section, volunteers at her church in addition to teaching Sunday school. Some of her interests include gardening, cooking and horseback riding.

Roxanne is a graduate from Fredonia State University with a BA in Accounting.  She started her career early, working her way through college in medical billing and later accepting an internship with a CPA Firm providing bookkeeping and tax return support.

After graduation Roxanne gained 20 plus years in various sectors of accounting as a staff accountant. Her various experiences include Not-for-Profit accounting for special needs schools, nursing homes and Community Foundations. Her For-Profit experience comes from working with a Technology and Public Accounting Firm.

Roxanne also managed and ran her own business for years where she understands the hard work and perseverance of what it takes to run a business, as well as, how incredibly important it is to have an accountable, dependable and reliable team of professionals who will work hard for your success.

Kelly studied accounting and human resources at Bryant & Stratton and graduated with an AOS Degree in Accounting in 2007. After graduation and for the next 10 years, Kelly was able to move into an accounting role where she worked directly under the controller. Her duties included managing all accounts receivable functions (manage customer invoicing, bank deposits, posting receipts, sending statements and performing collections), accounts payable (develop purchase orders, post vendor invoices, process payments), human resources (process payroll and performing benefit management), banking & credit card reconciliations, maintain cash flow reports and perform budget maintenance. In addition to the above duties, she also processed sales orders, inventory counts and processed customer credit applications. Kelly is very proficient in using QuickBooks online including bank/credit card feeds and posting transactions.

Her interests include spending time with her family and being a part of her children's day to day activities. She enjoys working in her daughter's preschool class and taking gymnastics classes every week.

Tina has 35 years of experience in accounting and finance.  She started her career working as a payroll specialist and through hard work and perseverance, she advanced into her bookkeeping and accountant roles.  In addition, she has attended Bryant & Stratton for an AOS Degree in Accounting.  

Tina has performed several accounting roles including accounts payable, accounts receivable, bank reconciliation, cash management, budgeting, month-end close, financial reporting, general ledger and auditing.

Tina has immense knowledge of ADP, QuickBooks, Sage, Salesforce, NetSuite, and Microsoft 365.  She is organized, analytical, reliable, and takes pride in excellent customer service skills.

Tina enjoys spending time with her family, camping, walking, and reading.