Advisory services designed to bring clarity, accountability, and structure to your organization.
LU Advisory Group offers practical consulting and advisory services for businesses and nonprofits at different stages of growth. Each engagement is tailored based on the organization’s needs, current processes, level of complexity, and goals.
Pricing is customized based on scope and support needs. Please contact us for a personalized quote.
Stronger Finances
✳︎
Smarter Operations
✳︎
Better Decisions
✳︎
Stronger Finances ✳︎ Smarter Operations ✳︎ Better Decisions ✳︎
Business Clarity Assessment
Best For
New or growing businesses that need structure.
Overview
The Business Clarity Assessment helps business owners and organizational leaders understand what is working, what is unclear, and what needs to be fixed first.
This service provides a practical review of your current financial and operational processes so you can move forward with a focused action plan.
Includes
Intake interview
Review of current financial and operational processes
Risk and control gap review
Summary of key issues
30/60/90-day action plan
Outcome
You will understand what needs to be fixed first, what risks may need attention, and how to move forward with greater clarity and structure.
Controls & Compliance Readiness Review
Best For
Organizations managing funds, grants, contracts, vendors, or multiple people involved in financial and operational processes.
Overview
The Controls & Compliance Readiness Review helps organizations strengthen accountability, documentation, and oversight.
This service is ideal for organizations that need to improve how approvals, spending, reporting, documentation, grants, contracts, vendors, and internal processes are managed.
Includes
Process walkthroughs
Control gap assessment
Approval and documentation review
Risk ranking
Recommended controls
Leadership-ready report
Outcome
You will receive a clear view of control gaps, documentation needs, and recommended improvements to reduce operational risk, strengthen accountability, and support better compliance readiness.
Fractional Finance & Operations Partner
Best For
Businesses or nonprofits needing ongoing support.
Overview
The Fractional Finance & Operations Partner service provides ongoing monthly advisory support for organizations that need consistent financial visibility, operational structure, and practical decision support.
This service is ideal for leaders who need a trusted advisor to review financial results, discuss cash flow, monitor operational issues, and support stronger financial and operational decisions.
Monthly Support May Include
Budget review
Financial reporting package
Cash flow discussion
Expense and revenue analysis
Operational issue tracking
Leadership advisory meeting
Controls and process improvement support
Outcome
You will have consistent financial visibility, clearer operating priorities, and a trusted advisor helping you make better decisions.
Custom Advisory Support
Not every organization fits neatly into one package. LU Advisory Group can also customize support based on your specific needs, including special projects, financial reviews, leadership reporting, process improvement, documentation support, operational assessments, and advisory support.