Lindeman Financial Group

The need for flexible and efficient bookkeeping and accounting services has become increasingly evident in today’s dynamic business landscape. Recognizing this demand, Lindeman Financial Group has built a business focused on providing outsourced financial solutions tailored to meet the needs of small to medium businesses. Led by its founder and principal, Celeste Lindeman, the company empowers its clients to focus on their core competencies while ensuring their financial well-being.

Lindeman’s deep-rooted passion for small businesses was instilled by her entrepreneur father, who taught her the value of investing in people and treating others respectfully. From her extensive finance background and experience as the COO of the YWCA of Atlanta, Celeste’s interest in people and women led her drive to support small businesses and nonprofit sectors. Lindeman Financial Group was established due to her commitment to nurturing mutually beneficial partnerships between clients and financial advisors.

Celeste drew from her own experiences to form her business model. She knew there were professionals who had left full-time jobs to take care of their families but were open to part-time work. Lindeman Financial Group offers educated, experienced womena flexible and supportive work environment. This visionary approach addresses the staffing needs of growing small businesses and provides women a flexible career option in the finance and accounting field. As work needs and expectations continue to evolve in a post- Covid world, Lindeman Financial Group navigates the balance between remote and in-office work arrangements, ensuring personalized service while embracing the advantages of remote work. It acknowledges the importance of maintaining a personal touch, especially with clients who value high-level interaction. “We handpick advisors who have a keen focus on integrity, work ethic, accountability, problem-solving, and attention to detail,” says Lindeman. By understanding clients and advisor’s unique needs and objectives, the firm ensures a perfect alignment that sets the stage for fruitful collaborations.

The group offers comprehensive support, including handling compliance requirements like sales tax, Secretary of State renewals, and business licensing.

In addition, Lindeman Financial Group serves as a trusted consultant, delivering personalized advice and solutions to address the day-to-day challenges of clients across various industries. Its services extend beyond numbers, enabling clients to make informed business decisions based on accurate financial data. Keeping pace with technological advancements, Lindeman Financial Group helps clients leverage new software solutions to improve efficiency and provide exceptional customer service. By advising clients to integrate industry-specific software, and ensuring data integrity, the group assists businesses in optimizing their operations and delivering an enhanced end-user experience.

Partner, Liz Hurtado, who joined the business in 2016 has been instrumental in helping the firm deliver the highest level of service to clients and in developing the firm’s expertise in serving the luxury services industries for high end retailers, design firms and travel agencies. The remarkable outcomes achieved by Lindeman Financial Group's clients showcase the tangible benefits of its services. Trust in the Lindeman Financial Group is so strong, that clients have asked the company to support them through buying and selling businesses. The firm’s senior advisors structure purchase plans and design transition plans that allow clients to successfully accomplish their goals.

With over fifteen years of experience successfully sourcing and hiring top financial talent, Lindeman Financial Group is expanding into recruiting services for accounting and bookkeeping roles. This expansion into recruiting services is a result of the firm’s ongoing commitment to meet clients’ needs. The new offering is both sourcing capable, experienced talent for full-time roles, and managing the recruiting and hiring process. This service simplifies talent acquisition for clients, allows them to avoid the demanding process of sourcing talents and stay focused on focused on running their businesses.

Lindeman Financial Group is dedicated to forging successful partnerships. The group ensures client satisfaction and drives its success by prioritizing alignment between clients and advisors, delivering tailored solutions, and treating each client uniquely. Its team of dedicated professionals, predominantly composed of experienced women with diverse backgrounds, supports each other’s growth, enabling them to continually provide exceptional service. Through its commitment to excellence, innovative solutions, and ability to adapt to the changing market position Lindeman Financial Group has emerged as a reliable ally for businesses seeking financial support and growth.