Ramy Georgy
Financial Planner | Bookkeeping Specialist
Bachelor of Science in Finance | 7+ Years Experience
About Me
I started RG Financial Services because I saw too many small business owners making decisions in the dark, not because they didn't care about their finances, but because they didn't have the right support. With a Bachelor's in Finance and over 7 years working with small businesses, I built a practice focused on giving business owners real clarity over their numbers.
Experience
Financial Planner & Bookkeeper
7+ Years
Providing specialized financial services to startups and established businesses, with expertise in:
- Accounting systems implementation and optimization
- Cash flow management and forecasting
- Real-time financial performance analysis
- Multi-entity bookkeeping and consolidation
How It Works
- Free Consultation — We start with a call to understand your business, your current setup, and what's not working. No pressure, no commitment.
- Setup & Cleanup — I get your books organized, catch up on any backlog, and set up a system that actually reflects how your business operates.
- Ongoing Monthly Support — Reconciliations, financial reports, cash flow tracking, and tax prep support — delivered consistently every month.
Who I Work Best With
I work with small businesses across a range of industries — particularly those that need someone who understands the day-to-day financial realities of running a product-based business.
- Small retail businesses
- Dropshippers and e-commerce sellers
- Startups getting their finances in order for the first time
- Small businesses that need clear financials to make smarter decisions
Let's Work Together
Whether you need help organizing your books, planning for growth, or preparing for tax season, I'm here to provide the expertise and support your business deserves.