Lei Advisory builds reporting that gives executive directors, treasurers, and finance committees a clear picture each month, and the answers they need before they ask.
Statements, budget-to-actual, cash, and restricted funds on a few readable pages.
What changed, why, and what to watch next, in plain language.
Presenting to the finance committee and board, including the budget and the audit.
If the treasurer can't explain the numbers to the board, the report isn't finished.
The same discipline applies to funders: grant results, spending against budget, and reforecasts reported clearly and on time, which makes the next proposal easier to win.
At a national nonprofit whose revenue tripled over four years, Frank reported grant results and reforecasts to major funders and presented the organization's five-year financial plan to its board for approval.
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.