Lei Advisory gives nonprofits and mission-driven organizations the senior finance function they need — reliable reporting, sound controls, and experienced oversight — without adding permanent executive headcount.
Every engagement is an ongoing monthly relationship — not a one-off project. The scope is built to keep your books clean, your reporting decision-ready, and your organization audit-ready year-round.
Close coordination and reporting review, with bookkeeping oversight and monthly close supervision.
Monthly financial statements and budget-to-actual reporting your leadership can actually read and act on.
Cash flow monitoring and fund balance review, including restricted and grant-funded tracking.
Reporting support that gives executive directors and boards a clear, confident financial picture.
Continuous audit preparation and clean, well-documented books.
GL review, bank and balance-sheet reconciliations, and correcting entries as needed.
Beyond the monthly scope, on request: annual budget development, multi-scenario forecasting, financial modeling, audit response, historical cleanup projects, board presentations, accounting-system implementations, and financial-policy & internal-control advisory.
Direct, senior-level involvement on every engagement — not a hand-off to junior staff.
Engagements are deliberately capped to protect quality, responsiveness, and depth of attention.
Reporting designed so leadership can make decisions with confidence — not just satisfy a filing.
Frank Lei is a Certified Management Accountant with more than 15 years in nonprofit finance, including senior CFO-level leadership since 2018. He has run the full finance function for mission-driven organizations — overseeing annual audits, restricted and grant funding, dual-entity 501(c)(3)/501(c)(4) structures, and cloud accounting implementations.
His focus is turning finance from a reporting obligation into a genuine decision-making tool for executive directors and boards — the perspective of someone who has sat in the CFO's seat and answered to boards.
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.