Rebecca M. Lindy, CPA, MBA, and CDFA® Founder & Principal Advisor, Lindy Strategic Advisors

Rebecca Lindy is a Certified Public Accountant, financial strategist, and former healthcare and nonprofit CFO who brings more than a decade of executive‑level experience to small businesses seeking clarity, stability, and strategic growth. She founded Lindy Strategic Advisors to give organizations access to the kind of high‑caliber financial leadership typically reserved for large enterprises — delivered with the practicality, responsiveness, and partnership that small businesses deserve.

With a background spanning corporate finance and operations, nonprofit Treasury management, strategic planning, and complex financial analysis, Rebecca blends technical accounting expertise, CFO‑level insight, and hands‑on advisory support to help clients strengthen their financial foundations and make smarter decisions. Her work is grounded in disciplined financial controls, transparent reporting, and forward‑looking strategy that improves performance and reduces risk.

Rebecca’s approach is simple: meet clients where they are, build systems that make sense, and provide the financial intelligence they need to run their organizations with confidence. Whether she’s implementing QuickBooks, preparing audit‑ready financials, developing budgets and forecasts, filing taxes, or advising leadership teams, she is committed to delivering clarity, accuracy, and meaningful insight at every step.

Lindy Strategic Advisors reflects Rebecca’s belief that small businesses and nonprofits thrive when they have a true financial partner — someone who understands their mission, supports their operations, and helps them build a stronger future.