Lei Advisory serves as the CFO for nonprofits that have outgrown a bookkeeper but don't need a full-time finance executive. Based in New York City, working with organizations in New York and other states.
The close is overseen and the statements reviewed before leadership sees them.
An annual budget with scenarios for a funding change or growth, and cash planned for lean months.
Budget-to-actual reporting and a finance committee that gets straight answers.
Most relationships begin with a defined project and continue month to month.
Restricted funds are tracked properly, the books stay audit-ready all year, and one senior person is accountable for the financial picture. Lei Advisory works alongside your bookkeeper or accounting provider, with a limited number of organizations at a time. A finance assessment is often the first step.
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.