About Montvera Advisory Group
Montvera Advisory Group started small — helping a handful of nonprofits get their books back in order, worked on the side alongside a career in finance. A few referrals from those early clients turned a side project into a real firm.
Before that, our founder's background spans two decades in finance: building and executing federal program budgets up to $750 million in compliance with OMB and Treasury financial standards, handling fund accounting and NAV calculations for complex investment structures at Bank of New York Mellon, and managing institutional trade operations at Morgan Stanley.
Too many small businesses don't fail because the business idea was wrong — they fail because financial management was an afterthought. We started Montvera to be the financial partner that catches problems early, so business owners and nonprofit leaders can focus on running their organization instead of worrying about their books.
Our approach
We believe accounting should give an owner or executive director confidence in their numbers, not anxiety about them. That means monthly oversight instead of a year-end scramble, reports you can actually read, and a team that explains what the numbers mean — not just what they are.
Credentials & experience
- 20+ years in finance and accounting across federal government, institutional banking, and nonprofit sectors
- Fund accounting and NAV experience from Bank of New York Mellon
- Federal budget management experience overseeing budgets up to $750M, in compliance with OMB A-11 and Treasury Financial Manual standards
- PMP (Project Management Professional) certified
- Wid Thenor, Founder
Ready to talk about your books?
A 30-minute consultation is the fastest way to find out whether we’re the right fit — no pressure, no sales script.