Dan Weaver, CPA
(301) 986-0600 | email
Executive Vice President
Julia Lafferty, CPA
(301) 986-0600 | email

CBM - Councilor, Buchanan and Mitchell P.C. - CPAs & Business Advisors


7910 Woodmont Avenue Suite 500, Bethesda, MD 20814 United States

About Us

Trade and membership associations face many financial management concerns including cost control, membership growth and funding. Councilor, Buchanan & Mitchell, P.C. (CBM) is a mid-sized accounting and advisory firm with offices in Bethesda, MD and Washington, DC that has provided audit, accounting, tax and consulting services to not-for-profit organizations since 1921—that’s nearly 100 years of expertise. Our professionals have been involved with ASAE in various capacities including as a speaker at the former Finance, Human Resources and Business Operations (FHRBOC) conference, as a peer reviewer for presentations submitted for ASAE's Associations@Work Conference and as an author of articles related to financial management (visit the Finance section of ASAE's website for Pat Drolet's article on the impact of the Tax Cuts and Jobs Act on transportation benefits).

Boards of directors, audit committees and executive management count on us for not-for-profit wisdom and best practices--CBM's reputation in this industry is unparalleled.

Twice a year, CBM also hosts a two-day Certified Nonprofit Accounting Professional program for controllers, staff accountants and others responsible for oversight of the finances at their not-for-profit employers. Our team has trained dozens of professionals across the Washington, DC metro-area's not-for-profit community since 2016. For more information about this program, as well as the dates for our next CNAP training, read below.

To find out how CBM can take your association to the next level in financial management success, please contact Executive Vice President Dan Weaver ( or Principal Julia Lafferty (

CBM services for trade and membership associations include:

·         Financial statement audits, reviews and compilations

·         Single Audits

·         Outsourced accounting

·         Tax planning and preparation

·         Application for and preservation of tax exempt status

·         Unrelated business income tax (UBIT)

·         Budgeting and cash flow

·         Management and analysis

·         Accounting system consulting

·         Employee benefits planning and audits

·         Operating statement analysis

·         Internal controls improvement

·         Election ballot tabulation

·         Forensic examinations

·         Public support test compliance

·         Indirect cost rate audits and consulting

·         Financial planning (for executives and professional team members)


The Certified Nonprofit Accounting Professional (CNAP) program is sponsored by NonprofitCPAs, a national association of accounting firms that serves the not-for-profit sector. CNAP is a national initiative developed to recognize excellence in the not-for-profit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training. 

The CNAP course has a built-in self-assessment component that gives participants the ability to immediately apply their new knowledge against their organization’s capacity and leave the program with an action plan. If available for the training, we ask you to please bring your organization’s Form 990 and audited financials in order to refer to them during the course. For CPAs interested in CNAP, CBM is authorized to offer CPE (Continuing Professional Education) credit. Don’t miss out on this opportunity to gain confidence in your skills and take your career to the next level!

WHO CAN BENEFIT: Not-for-profit bookkeepers, staff accountants and any professional (including non-CPAs) charged with the financial management of a not-for-profit organization including trade and membership associations.

ELIGIBILITY REQUIREMENTS: Eligible applicants must have at least 18 months of experience in a financial position within a not-for-profit organization and submit a letter of attestation from either a past or present employer to verify work experience. Participants who do not yet have 18 months of experience may still participate but will not be issued certificates of completion until they have reached that benchmark.

A downloadable template for your letter of attestation can be found on our website. Complete and submit the letter using an online form on our website. 

TRAINING TOPICS COVERED: See the curriculum overview on CBM's website.

NEXT CNAP TRAINING: Visit for more details. 

FEES: $650. The fee includes 2 days of in-person training, all course materials, certificate exam and certificate fee.

LOCATION: 1150 18th Street, NW, Suite 550, Washington, DC 20036

CONTACT US: For more information about the CNAP training, email CBM Administrator Joyce Putman at

Product Information

The Certified Nonprofit Accounting Professional program is a 2-day exam-based certificate course, hosted by Councilor Buchanan & Mitchell, P.C., which gives controllers, bookkeepers, staff accountants and other professionals who manage not-for-profit finances an opportunity to learn about budgeting, fund accounting, effective fiscal systems, internal controls, IRS disclosure requirements, and other areas of not-for-profit financial management. Register for our next training at
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