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Julia Lafferty, CPA


Julia is a Principal with Councilor, Buchanan & Mitchell, PC (CBM). She has over 25 years of accounting experience, with concentration in the not-for-profit organizations and audits of employee benefit plans. Julia has also been responsible for various administrative and consulting tasks, including drafting accounting policies and procedures, consulting on operational efficiency reviews and agreed upon procedures and federal grant compliance and reporting.

Professional Qualifications and Education

  • Certified Public Accountant, Virginia
  • Bachelor of Science in Accounting (University Scholar), Pennsylvania State University

Professional Associations and Activities

  • Greater Washington Society of CPAs’ Not-for-Profit Symposium, 2018 Vice Chair
  • American Society of Association Executives Peer Review Committee, 2018 Associations @ Work Conference
  • American Society of Association Executives (ASAE), 2017 – current
  • American Institute of Certified Public Accountants (AICPA)
  • Greater Washington Society of Certified Public Accountants (GWSCPA)

Speaking Engagements and Articles

  • Simpify Your Financial Process and Still Ace Your Audit (2018) GWSCPA Nonprofit Symposium