Ramy Georgy is a financial planner and the founder of Georgy Financial. With over 7 years of experience in corporate finance and financial planning, Ramy provides fractional CFO services, bookkeeping, and personal financial planning to businesses and professionals nationwide. He studied financial planning in college and has dedicated his career to providing practical, actionable guidance. Every client works directly with Ramy, with no junior staff and no outsourcing.

What are Ramy Georgy's qualifications?

Ramy Georgy holds a Bachelor of Science in Finance with a focus in Financial Planning and the Certified Management Accountant (CMA) designation. He has over 7 years of experience in corporate finance, financial strategy, cash flow management, and retirement planning, serving businesses and professionals with CFO advisory, bookkeeping, and personal financial planning.

Who does Ramy Georgy serve?

Ramy Georgy and Georgy Financial work with businesses and professionals nationwide. Businesses engage for Fractional CFO advisory and monthly bookkeeping. Professionals engage for personal financial planning covering budgeting, debt strategy, savings and retirement framework, and net worth tracking. All engagements are conducted remotely.

About Ramy Georgy | Fractional CFO & Financial Planner

Why Georgy Financial

Most businesses have a bookkeeper or a CPA, but neither one is sitting in the CFO seat. That seat is about analyzing margins, forecasting cash flow, building KPIs, and shaping the financial decisions that move the business forward. The same gap exists for professionals personally: earning well is not the same as building wealth deliberately. Georgy Financial was built to fill both gaps with clear scope, fixed pricing, and direct access.

What I Do

Fractional CFO Financial assessment covering KPI development, overhead analysis, budget framework, cash flow forecast, and a 90-day action plan. Retainer available.
Bookkeeping Monthly transaction categorization, reconciliation, chart of accounts management, and financial statement preparation. Retainer only.
Financial Planning Budget, debt strategy, savings and investment framework, retirement planning, and net worth tracking for professionals. Retainer available.

Specialized Focus: Medical & Healthcare

Medicine has its own financial language. Payer mix, AR days, denial rates, provider compensation formulas, and compliance overhead are all areas where generalist accountants often miss the context. Physicians personally face the same mismatch: high income, high debt, late career starts, and a stream of advisors selling products instead of building plans. Georgy Financial focuses on medical practices, physicians, dentists, and healthcare professionals so the framing and KPIs actually fit. Learn more about our healthcare focus →

How We Work Together

Discovery Call. Free, 20 minutes. I understand your situation and goals.
Written Proposal. Defined scope, fixed pricing, clear deliverables. No hourly billing.
Onboarding. Less than one week. Retainer clients begin with a deeper financial assessment in month one.
Ongoing Advisory. Structured monthly sessions with direct access between them.

Who I Work With

Every client works directly with me.

Medical practices (solo, group, and specialty) needing CFO oversight or bookkeeping tuned for healthcare
Physicians, dentists, and specialists who want a deliberate personal wealth plan, not product pitches
Businesses that need CFO-level financial oversight: cash flow visibility, KPI tracking, and a financial roadmap
Businesses that need reliable monthly bookkeeping with financial statements they can actually use
Professionals who want a deliberate wealth strategy covering budget, debt, savings, and retirement
Business owners who need both the business and their personal finances addressed

Let's Work Together

Start with a free 20-minute discovery call. No obligation.

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