Your Finance Function, Built to Perform

Accounting & Financial Advisory

Growing businesses and nonprofit organizations need trusted financial leadership to move forward with confidence. Our Accounting & Financial Advisory team puts a fully integrated financial function at your fingertips, giving you full access to decades of financial insight and strategy without the cost and complexity of adding full-time headcount to your business.

A World-Class Financial Function You'll Never Outgrow

Right for Today and Ready for Tomorrow

Whether you’re expanding or restructuring, your financial needs evolve with your organization. Our team integrates directly with your business, turning your finances into a competitive advantage and delivering financial insight that helps you make decisions faster.

Ready, Not Reactive

Be prepared when investors raise questions or audit notices arrive. Councilor establishes a strong operational and technology foundation, built from the start to deliver accurate, audit-ready financials.

Books You Can Trust, a Team You Can Rely On

Focus on your organization, not the books. From budgeting and ledger maintenance to cash strategy and business process design, our team supports rapid growth while maintaining financial accuracy and reliability.

Accounting & Advisory Service Expertise, Integrated on Demand

Accounting & Reporting

Accurate financial infrastructure is the foundation of sound decision-making. We manage transaction processing, general ledger maintenance, accounts payable and receivable, payroll, and monthly closes to keep your records complete, current, and audit-ready. Beyond daily operations, we provide controller-level oversight, financial reporting, compliance support, internal control guidance, and process optimization, ensuring your accounting function is reliable, scalable, and built to support growth.

Financial Analysis & Forecasting

Financial data should drive decisions, not just document them. We develop budgets and forecasts, monitor KPIs, analyze variances and trends, and evaluate profitability and cost drivers. Enhanced management reporting and forward-looking insight give you clarity on performance and confidence in what comes next. We also provide strategic guidance through scenario and capital planning, helping leaders translate numbers into actionable strategy.

CFO-Level & Business Advisory

Financial leadership connects numbers to operational goals. Through fractional CFO services, we guide cash strategy, scenario planning, and long-term value creation. We also advise on business process design and accounting-related technology systems, ensuring your financial infrastructure supports performance, scalability, and strategic growth. We provide additional guidance on strategic transitions, including leadership changes and M&A activity, helping your financial function adapt seamlessly to change.

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.

Accounting & Financial Advisory Leader

Dominick Bellia, CPA, CITA

Executive Vice President & Director, Client Accounting and Advisory Services

Trusted Partners Year Round

The Fritz Pollard Alliance Foundation’s objective was to identify a business partner that offered more than just an accounting service. We needed a partner that could help us achieve operational efficiency and better transparency. Councilor has brought tremendous value in helping us establish the clarity and the confidence we need to develop a sustainable business model.

Rod Graves

Executive Director, Fritz Pollard Alliance Foundation

Incorporating Savvy Tax Strategy Into Financial Excellence

A thriving financial engine creates opportunity. Our tax services helps you retain the value you create, minimizing the tax implications of every financial move you make to reduce your liability when tax season comes.

Case Study

Cyber Liability Case Study: How a Business Nearly Fell Prey to a Phishing Attack

A routine vendor payment nearly became a very expensive mistake for our client. See how Councilor’s Accounting & Financial Advisory team helped spot a phishing attempt masquerading as a vendor payment request that could have cost our client a substantial sum of money.

Accounting

Advisory

Wealth Management