Lei Advisory gives nonprofits and mission-driven organizations the senior finance function they need, with reliable reporting, sound controls, and experienced oversight, without adding permanent executive headcount.
A fixed scope and a fixed fee: audit cleanup, close rebuild, budget and scenarios, system implementation, or a finance assessment for a new leader.
Holding the finance seat during a vacancy or search, so the organization doesn't lose ground while it hires. More
A monthly relationship: close oversight, statements and budget-to-actual, cash and restricted funds, board reporting, and audit readiness. More
Senior attention, by design.
Every engagement is led by a CFO, not handed to junior staff. Lei Advisory works with a limited number of organizations at a time, and builds reporting that leadership can make decisions with, not just file.
Lei Advisory works with a limited number of organizations at a time. If disciplined reporting and experienced oversight would help your team, reach out. The first conversation is a straightforward consultation.