Meet Our Team

The experienced professionals dedicated to your financial success

Founded September 2025
Rochester, NY
Serving Nationwide

Our Founding Team

Two longtime friends and professionals united by a shared mission to empower businesses and individuals through culturally competent financial services

Yogesh Adhikari

Yogesh Adhikari

Co-Founder & Principal Accountant

10+ Years in Accounting & Tax

Yogesh Adhikari is a seasoned financial professional with over a decade of experience in individual and business tax preparation for both profit and non-profit organizations. He has assisted numerous clients across state lines in setting up non-profits and launching startups, providing strategic guidance and compliance support. Yogesh is also an experienced accountant and bookkeeper, specializing in managing financial operations for small to medium-sized businesses. Currently pursuing an accounting degree to become a CPA, Yogesh combines academic rigor with practical expertise to deliver reliable, ethical, and culturally competent services. His extensive background in financial planning, organizational leadership, and compliance makes him a trusted advisor for businesses and individuals seeking clarity and confidence in their financial decisions.

Tek Acharya

Tek Acharya

Co-Founder & Principal Accountant

10+ Years in Accounting & Tax

Tek Acharya is a certified bookkeeper and seasoned HR professional with extensive experience in payroll administration, reporting, and compliance. He also brings expertise in individual tax preparation, ensuring accuracy and adherence to regulations for clients across diverse backgrounds. Tek’s strong foundation in financial operations makes him a trusted resource for businesses seeking streamlined solutions. In addition to his professional experience, Tek holds a Master of Business Administration (MBA) from St. John Fisher University and a Bachelor of Business Administration from SUNY Brockport. His academic achievements complement his practical skills, enabling him tos deliver services that combine precision, strategy, and client-focused care.

Ready to Work With Us?

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