About Us
LU Advisory Group helps business and nonprofit leaders bring clarity, structure, and accountability to their finances and operations.
We work with organizations that need stronger financial processes, better documentation, clearer reporting, improved controls, and practical guidance they can actually use. Whether you need a one-time assessment, a controls and compliance review, or ongoing fractional finance and operations support, we help you understand what needs to be fixed first and how to move forward with confidence.
Our Approach
Many organizations know something needs attention, but they are not always sure where to start. LU Advisory Group helps leaders review current processes, identify risks and control gaps, prioritize key issues, and create practical next steps.
Our approach is built around clarity, accountability, and action. We focus on recommendations that are realistic, useful, and aligned with how your organization actually operates.
Why It Matters
Businesses and nonprofits often grow before their systems, controls, and financial processes are fully ready to support that growth. Over time, this can lead to unclear reporting, inconsistent processes, weak documentation, cash flow uncertainty, and avoidable risk.
LU Advisory Group helps leaders strengthen the foundation behind the work by improving financial clarity, operational structure, documentation, approval processes, risk and control awareness, grant and vendor accountability, leadership reporting, and ongoing finance and operations decision support.
The goal is simple: help leaders understand what needs attention, prioritize the right next steps, and move forward with greater confidence.
Ready to Strengthen Your Foundation?
Whether your organization needs a focused assessment or ongoing advisory support, LU Advisory Group can help you identify the right next step.
Contact us to request a consultation or personalized quote.
Meet the Founder
LU Advisory Group was founded by Marissa Harvey, a finance, audit, risk, controls, and operations professional with more than 20 years of experience helping organizations strengthen financial processes, improve accountability, and support better decision-making.
Marissa’s professional background includes internal audit, financial planning and analysis, business transformation, risk management, process improvement, internal controls, compliance-focused reviews, and executive-level reporting. She has worked across complex business environments to identify process gaps, assess operational risk, improve documentation, and translate financial and operational information into practical insight.
In addition to her corporate experience, Marissa brings extensive nonprofit and community leadership experience. She has served in financial, governance, operational, and leadership roles within nonprofit and membership-based organizations, giving her a strong understanding of budgeting, board reporting, restricted funds, volunteer-led operations, member accountability, and mission-focused decision-making.
