Passion Drives the Mission. Disciplined Finances Sustain It

Not-for-Profits

Your mission demands both passion and financial acumen. For over 100 years, Councilor has helped not-for-profits strengthen financial oversight, meet regulatory requirements, and drive sustainable growth, from Single Audits under Uniform Guidance to board reporting.

Shift Your Financials From Mission Distraction to Mission Protection

Manage Compliance, Reporting, and Accountability

Don't let financial reporting distract from your mission. From Form 990 filings to Uniform Guidance compliance, Councilor ensures every report is accurate, transparent, and aligned with donor restrictions and grant requirements.

Run with Limited Internal Resources

Not-for-profits run lean, but that can't come in the way of predictable and accurate reporting. Councilor provides scalable support that strengthens internal controls, financial reporting, and budgeting processes, so you can focus on the mission without adding extra overhead.

Grow, Scale, or Transition

As your mission expands, so too will your reporting and accounting requirements. Councilor helps you launch new initiatives, restructure leadership, and navigate funding shifts while ensuring financial strategy remains aligned with your goals and delivers long-term sustainability.

Nonprofit Accounting Services to Keep Your Organization Fundable and Sustainable

Accounting & Financial Advisory

Maintain financial discipline without a dedicated financial function. Councilor provides nonprofit outsourced accounting services, including controller-level oversight, budgeting support, and cash flow forecasting, all tailored to the realities of not-for-profit operations.

Governance & Reporting

Operate with the structure and transparency expected from grantors and donors. We deliver clear board reporting, internal control assessments, and policy development support with better oversight and strategic decision-making.

Not-for-Profit Tax Specialization

Exempt status doesn't simplify tax planning. We help nonprofits prepare Form 990 and understand the tax implications of unrelated business income and proper disclosures so they can focus on the mission, not on taxes.

Education & Training

Strengthen governance from the inside out. Councilor equips boards, finance committees, and leadership teams with the knowledge to understand financial statements, internal controls, and regulatory requirements.

Not-for-Profit Leader

Julia Lafferty, CPA

Partner | Director - Not-for-Profit and Employee Benefit Plan Services

A Smoother Path Through Change

I have worked with Julia Lafferty over the years on behalf of two trade associations. During the most recent engagement, she and manager Gemma Coronado came across as thoughtful, thorough and professional. They were a pleasure to work with, which is saying something since transitioning to a new auditor can sometimes be a bumpy process. Instead, everything went smoothly. The commitments and approach made in their proposal were followed as well. The Vinyl Institute and I look forward to working with the Councilor team in the future.

Accounting

Advisory

Wealth Management