How We Help

Our Services

When you work with Build Advisory, it’s like adding an experienced CFO and COO to the team.

Our experience is drawn from having successfully managed global nonprofit programs, family foundations, and nonprofit finance teams, including advocating for clients’ programs before health ministries, taxation authorities, and NGOs. In fact, our principal consultants met while managing an international public health charity with operations across the globe.

Build Advisory brings deep management experience and tested problem-solving skills to all engagements, and we are passionate about creating strategic outcomes. Our tailor-made plans are designed to achieve our client’s short-and long-term goals, always taking a uniquely informed and effective approach to address each situation.

We are dedicated to supporting your organization so you can focus on making an impact in our world.

Your Partner For Impact

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