Tax and Finance

Tax Returns (Forms 990, 990-PF, FTB 199)

Charitable Registration and Compliance

Bookkeeping and Financial Statements

Due Diligence and Transaction Review

Financial Training and Communications

Tax-Exemption (Form 1023)

Tax Audit Representation

Organizational Effectiveness

Strategic Planning and Process Design

Board Development and Coaching

Endowments and Alternative Investments Training

In-Country Program Assessment and Feasibility

Landscape and Risk Analysis

Impact Measurement

Grantee and Partnership Assessments