A late or difficult audit is usually a symptom. Lei Advisory fixes the books behind it, then manages the audit through to the final report.
Bank, card, and balance sheet accounts brought back to a clean starting point.
Restricted funds rolled forward, corrections explained, and schedules ready before they're requested.
Auditor requests, timelines, and management letter responses handled.
Then the books stay that way.
Once the cleanup is done, an ongoing fractional CFO relationship keeps the organization audit-ready all year. Not sure how far behind things are? A finance assessment answers that in three weeks.
A year of books for a two-entity nonprofit: every bank and card account reconciled statement by statement, a year of card activity rebuilt, and revenue traced to the right entity and donor before the annual filings were prepared.
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.