Finch Financial Services

Finch Financial Services Our mission is to collaborate with our clients to provide personalized financial services allowing o

A lot of people think structure limits flexibility but in reality, it usually creates more of it.When your finances are ...
05/26/2026

A lot of people think structure limits flexibility but in reality, it usually creates more of it.

When your finances are organized and you understand what’s happening behind the scenes, decisions become easier to make.

You spend less time reacting, less time guessing, and less energy trying to piece everything together.

Good systems create clarity and clarity gives you room to focus on the bigger picture

That’s true in business, finances, and just about everything else 🤓

A simple monthly money routine can help business owners stay organized, make informed decisions, and avoid last-minute f...
05/13/2026

A simple monthly money routine can help business owners stay organized, make informed decisions, and avoid last-minute financial stress.

Your monthly money checklist:
✔ Reconcile accounts
✔ Review expenses
✔ Send outstanding invoices
✔ Check cash flow
✔ Set aside taxes
✔ Review profit margins

Staying consistent with small financial tasks each month can make a big difference over time.

A little organization now can save a lot of time later.

What financial task is always first on your monthly checklist?

A reminder for business owners: more sales doesn’t always mean more financial stability 👀Revenue gets the attention, but...
05/07/2026

A reminder for business owners: more sales doesn’t always mean more financial stability 👀

Revenue gets the attention, but profit and cash flow are what keep a business sustainable. It’s easy to focus on growth and forget to regularly check in on the financial side of your business.

Ask yourself:

Do I know my monthly expenses?
Am I consistently profitable?
Do I have enough cash reserves?
Am I reviewing my financial reports regularly?

Your numbers provide valuable insight into how your business is performing—and where adjustments may be needed.

A little financial awareness today can prevent bigger headaches later.

And always remember to prioritize rest!

Meet Katie 👋🏼Katie brings a strong background in financial analysis, tax preparation, and multi-site operations to the F...
04/29/2026

Meet Katie 👋🏼

Katie brings a strong background in financial analysis, tax preparation, and multi-site operations to the Finch Financial Services team. With experience spanning public accounting and healthcare finance, she has a sharp eye for detail and a practical approach to complex financial challenges.

At FFS, Katie focuses on delivering clear, actionable insights so clients can make confident, informed decisions.

She joined the team in 2024, and we’re grateful to have her expertise and steady perspective helping guide the work we do every day!!

Money doesn’t have to feel chaotic...it just needs a system that works for you!Here are 4 CPA-backed tips from a recent ...
04/23/2026

Money doesn’t have to feel chaotic...it just needs a system that works for you!

Here are 4 CPA-backed tips from a recent AICPA survey (and a bonus tip) to bring more clarity and control to your finances:

1. Create a budget and actually track your spending
A budget only works if you’re paying attention to it. Tracking shows you where your money is really going (not where you think it’s going).

2. Don’t wait until tax season to think about taxes
Taxes are a year-round responsibility, not a last-minute surprise. Checking in regularly helps you avoid stress and unexpected bills.

3. Find your pain points
Look at where things feel confusing, stressful, or out of control—those are usually the areas costing you the most money or time.

4. Set your spending to match your priorities
Your money should reflect what matters to you. When spending aligns with your goals, decisions get a lot easier.

Simple habits > complicated systems 🤩

At Finch Financial Services, our mission is simple.To help our clients feel confident in their financial decisions.We be...
04/15/2026

At Finch Financial Services, our mission is simple.

To help our clients feel confident in their financial decisions.

We believe in clarity over confusion, guidance that’s actually useful,
and support that goes beyond just checking boxes.

Whether we’re acting as your full accounting team, supporting complex projects, or helping you think ahead...our goal is always the same.

To bring structure, insight, and a sense of direction to your finances 💸

Meet Sean 👋🏼With a background in operations and accounting, Sean brings over a decade of experience keeping things runni...
04/09/2026

Meet Sean 👋🏼

With a background in operations and accounting, Sean brings over a decade of experience keeping things running smoothly behind the scenes!

From daily bookkeeping to balance sheet reconciliations and full-cycle accounts payable, he’s the one making sure everything adds up the way it should.

Since joining Finch in 2021, Sean has been a steady, reliable part of our team and the work we do for our clients. We love having him on our team! 😃

Not sure if you actually need a CPA yet? 👀Here are a few signs it might be time:Your finances are starting to feel a lit...
04/02/2026

Not sure if you actually need a CPA yet? 👀

Here are a few signs it might be time:

Your finances are starting to feel a little more complex.
You’ve had a big life change... new job, business, home, etc.
You’re not totally sure if you’re making the most of your money.
You don’t want to keep guessing when it comes to taxes.

A lot of people wait until they feel in over their head...

But working with a CPA is really about getting ahead of things
not catching up later 💵

If you’ve been wondering if it’s time then it probably is!

A budget isn’t meant to restrict you, it’s meant to support you.Start by looking at what’s actually coming in then list ...
03/27/2026

A budget isn’t meant to restrict you, it’s meant to support you.

Start by looking at what’s actually coming in then list out your fixed expenses like
rent, bills, subscriptions, etc.

From there, set a realistic amount for spending and saving. Not perfect, just doable.

A simple place to start:
50% needs
30% wants
20% savings

Adjust it to fit your life!

The goal isn’t to get it exactly right..
it’s to build something you can stick with and come back to each month 💰

Meet Jenna! 👋🏼Jenna is a Certified Public Accountant with over a decade of experience in public accounting, tax manageme...
03/19/2026

Meet Jenna! 👋🏼

Jenna is a Certified Public Accountant with over a decade of experience in public accounting, tax management, and financial leadership. She specializes in tax compliance, financial reporting, and strategic planning, helping individuals and businesses stay confident and prepared at every stage!

Since joining Finch Financial Services in 2021, Jenna has been dedicated to providing proactive guidance, sharp attention to detail, and trusted support that helps clients plan for long-term success. We’re proud to have her on the team! ✨

Address

Louisville, KY
40220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15023842306

Website

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