A three-week, independent review of an organization's books, controls, reporting, and finance function.
A written assessment, with each finding ranked by risk and priority.
What to fix, in what order, and who should own it.
A working session with the executive director and the board's finance committee.
Three weeks. Fixed scope, fixed fee.
It's most useful when a new executive director needs to know what they've inherited, when the board isn't confident in its numbers, or after a difficult audit or a finance departure.
The review covers the last 12 months of books and the monthly close, the most recent audit and management letter, budget reporting, restricted funds, internal controls, and finance systems and staffing.
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.