Lei Advisory selects and implements cloud accounting systems, and connects them to the tools the organization already uses, from its CRM to expense reporting.
A platform that fits the organization's size and complexity, not the one with the best sales pitch.
Chart of accounts, history, approvals, and controls set up correctly the first time.
Revenue syncing with the CRM, live dashboards, and expense tools, so data is entered once.
Several implementations led, including one that had stalled for five years and was finished in twelve months.
A new system is also the moment to fix the processes around it: approvals, the monthly close, and how reporting gets built. Done well, the close gets faster and the reports stop needing to be rebuilt by hand.
At one organization, Frank completed a Sage Intacct implementation in 12 months that had been underway for five years, with live dashboards and two-way revenue syncing with Salesforce. He has led Sage Intacct, Workday, and Concur implementations at other organizations as well.
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.