Audit & Assurance Services That Stand Up to Scrutiny

Audit & Assurance Services

Your auditors should know your business as well as you do. Councilor delivers audit and assurance services matched to the unique needs of your organization, surfacing the insights your board, lenders, and investors actually need, not just checkbox compliance.

Where Our Experience Makes the Difference

Sector Expertise from Day 1

Your auditors shouldn't need a primer on how your business model works. Councilor's audit and assurance consulting teams come to planning meetings already familiar with your industry's revenue cycles, compliance requirements, and operational realities, so we spend less time on education and more time strategizing.

Partners Who Show Up, Not Just Sign Off

At Councilor, partners are actively involved throughout the engagement, from client meetings and year-end close discussions to board presentations. You benefit from senior-level judgment and hands-on guidance at every stage, not just at the signature line.

Better Audit and Assurance Services, Built Around Your Needs

Single Audit Under Uniform Guidance

Clean Single Audits keep federal funding flowing and new grant doors open. Our team is well-versed in the requirements and testing involved, and we’re ready to guide you through the process smoothly while minimizing risk of future audits.

Employee Benefit Plan Audits

Employee benefit plan audits are a highly specialized engagement, requiring precision and care. We work closely with plan trustees and administrators to ensure assets are being handled properly and in compliance with plan standards and regulations.

Agreed-Upon Procedures

When you need a review of a particular set of controls or procedures, Councilor’s expert advisors are ready to provide targeted assurance and focused insight. We work with you to define the scope clearly so we can give you results that answer specific questions unequivocally.

System and Organization Control (SOC) Audits

When you manage critical data and transactions for your clients, trust isn’t good enough. We help third-party service entities go beyond the benefit of the doubt, enabling them to demonstrate robust controls, purposeful processes, and quality outcomes aligned with how their customers work.

Physical and Electronic Ballot Independent Counts

When discretion, accuracy, and integrity are critical, we provide independent ballot counts that deliver results stakeholders can trust absolutely. Our careful process and clear documentation help you declare outcomes with confidence and transparency.

Other Dispute Advisory Services

We also support select matters involving business disputes, shareholder issues, contract-related matters, and estate-related conflicts where financial clarity is essential.

Why Attorneys Work with Councilor

Attorneys need financial professionals who are technically strong, practical, and easy to work with. That’s how we approach every matter.

Focused and Relevant

Divorce and related disputes are a core part of our work. We regularly work alongside family law attorneys and understand the financial issues, the pace of matters, and the level of detail required in both negotiated and litigated matters.

Objective and Steady

Whether engaged by one party or jointly, we bring a clear, balanced perspective that supports productive discussion and helps minimize unnecessary friction.

Depth When It’s Needed

We can draw on broader firm resources, including tax and valuation, while staying focused on what matters most to the case.

Clear and Defensible

Our work is organized, transparent, and built to hold up in negotiation or court.

Daniel Weaver

President & Managing Partner

Julia Lafferty

Partner & Director, Not-for-Profit and Employee Benefit Plan Services

Keith Laudenberger

Executive Vice President & Director, Automotive Dealership Services

Debora May, CPA, CFP

Senior Advisor

Abbie Frishman, MPS, CFP, CDFA

Senior Manager, Divorce Financial Planning Services

Jeffrey A. May, CPA

Co-Founder & Tax Advisor

Drew Culver, CFP, RICP

Client Investment Advisor

Lisa Sippel

Operations Manager

Nakesha Hodo

Financial Operations Associate

Anthi Bourazani, MSF

Senior Financial Planning Associate

Chuck Kimmel, CFP

Financial Planning & Wealth Management Associate

Stephanie Anderson, CFA, CFP, CDFA

Manager, Financial Planning & Wealth Management

Steve Schleupner, CFP, CDFA

Manager, Financial Planning & Wealth Management

Judy Barnhard, CPA, CFP

Co-Founder & Senior Advisor

Trusted Partners Year Round

Councilor has been a true partner to me, my colleagues and the officers and board here at NARFE. Their work on our annual audit is always pleasant as well as rigorous, which is exactly how it should be. They truly are accountants who are here to help. This extends beyond the audit season, with ready responses to the occasional question

Barbara Sido, Executive Director

National Active and Retired Federal Employees Association

⁨From Scrutiny to Strategy

Tax Planning That Starts During Your Audit

Audit findings often reveal tax planning opportunities: Missed deductions, timing strategies, structural improvements. At Councilor, you have automatic access to our tax advisors, so those insights become strategies you can actually implement, instead of observations filed away in last year’s report.

Accounting

Advisory

Wealth Management

Audit & Assurance Services That Stand Up to Scrutiny

Where Our Experience Makes the Difference

Sector Expertise from Day 1

Partners Who Show Up, Not Just Sign Off

Better Audit and Assurance Services, Built Around Your Needs

Other Dispute Advisory Services

Why Attorneys Work with Councilor

Attorneys need financial professionals who are technically strong, practical, and easy to work with. That’s how we approach every matter.

Focused and Relevant

Objective and Steady

Depth When It’s Needed

Clear and Defensible

Daniel Weaver

Julia Lafferty

Keith Laudenberger

Debora May, CPA, CFP

Abbie Frishman, MPS, CFP, CDFA

Jeffrey A. May, CPA

Drew Culver, CFP, RICP

Lisa Sippel

Nakesha Hodo

Anthi Bourazani, MSF

Chuck Kimmel, CFP

Stephanie Anderson, CFA, CFP, CDFA

Steve Schleupner, CFP, CDFA

Judy Barnhard, CPA, CFP

Trusted Partners Year Round

Barbara Sido, Executive Director

National Active and Retired Federal Employees Association

⁨From Scrutiny to Strategy

Tax Planning That Starts During Your Audit

Turn Insight Into Action