North Carolina Society of Accountants

What North Carolina Society of Accountants does

The North Carolina Society of Accountants (NCSA) is a nonprofit professional association founded in 1947 to protect the practice rights of non-certified accountants, bookkeepers, and tax preparers in North Carolina. The organization pursues this mission through ongoing monitoring of the NC State Board of CPA Examiners, legislative engagement, and the promotion of continuing professional education. It is governed by a Board of Directors led by President Mary Roberts, EA, with day-to-day operations run by Executive Director Candace Cansler out of Conover, NC.

NCSA's core offering is professional membership, supported by a recurring CE program that includes Lunch n Learn sessions delivered via Zoom (e.g., a July 2026 Schedule C session with 1 hour of IRS CE credit, priced at $25 for members and $40 for non-members) and the flagship 80th Annual Meeting & Convention scheduled for June 9-10, 2027 at the Historic Brookstown Inn in Winston-Salem. Members access services through 11 local chapters across North Carolina (Burlington, Cape Fear, Central, Charlotte, Eastern, Hickory, Piedmont, Raleigh, Sandhills-Sanford, Western), a public Find a NCSA Professional directory, the NCSA Scholarship Foundation, and the recently launched Co-Lab virtual community built on Circle.so.

Revenue is generated primarily through annual membership dues (recurring subscriptions) and event registration fees, with the technology backbone provided by Wild Apricot membership management software that powers online applications, event registration, and member login. Geographic reach is restricted to North Carolina, headcount is reported at 1-10 employees, and there is no venture or institutional capital involvement.

Name

North Carolina Society of Accountants

Legal name

North Carolina Society of Accountants, Inc.

Website

https://ncsa1947.org

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

1–10 employees

Short description

North Carolina Society of Accountants (NCSA) is a 1947-founded nonprofit professional association serving non-certified accountants, bookkeepers, and tax preparers in North Carolina through membership dues, IRS continuing education, legislative advocacy, and 11 local chapters.

Ownership category

akta.pro rank

Product category

Professional Accounting Association

NAICS

Business Associations (813910), Professional Organizations (81392)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industry

Education Professionals (Teacher/Administrator CE, CPD) (EDAAALAE)

Keywords

• Professional accounting association
• Continuing education programs
• Accounting membership society
• Legislative advocacy services
• Professional networking chapters

Headquarters

HQ city

Conover

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Membership Dues: Annual membership fees from accounting professionals who join NCSA for advocacy, continuing education, and professional networking benefits.
2. Event Registration Fees: Revenue from educational events including Lunch n Learn sessions ($25 member / $40 non-member) and the Annual Meeting & Convention.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

The North Carolina Society of Accountants (NCSA) is a nonprofit professional membership society founded in 1947 to protect the practice rights of non-certified accountants in North Carolina. It delivers annual memberships, IRS-approved continuing education (Lunch n Learn sessions, Annual Meeting & Convention), regional networking through 11 local chapters, a public member directory, legislative advocacy, a scholarship foundation, and a virtual Co-Lab community platform for member engagement.

Product overview

North Carolina Society of Accountants (NCSA) is a professional membership organization offering a unified suite of services centered on membership, continuing education, and professional networking. The core offering is NCSA Membership, which provides access to a network of eleven Local Chapters, a Find a NCSA Professional Directory, and ongoing advocacy for the accounting profession. Supporting this are continuing education programs including Lunch n Learn sessions and the Annual Meeting & Convention. Additional offerings include the NCSA Scholarship Foundation for educational support and the Co-Lab Community for virtual member networking. The organization was founded in 1947 and operates on Wild Apricot membership software.

Differentiator

Problem solved

Functional benefit

Products and services

• NCSA Membership Annual professional membership in the North Carolina Society of Accountants providing access to local chapters, the Find a NCSA Professional directory, the Co-Lab community, legislative advocacy, and member resources for non-certified accounting practitioners in North Carolina.
• Continuing Education Programs (Lunch n Learn) Paid one-hour IRS-approved continuing education sessions delivered live via Zoom, offered at $25 per session for NCSA members and $40 for non-members, covering tax practice topics such as Schedule C preparation.
• Annual Meeting & Convention Two-day flagship in-person event offering tax practice education sessions, vendor demonstrations, the NSA Luncheon, and the NCSA Annual Meeting & Installation ceremony for members and non-members.
• Find a NCSA Professional Directory Public online directory allowing prospective clients across North Carolina to locate and contact NCSA member accountants and tax professionals, serving as a member referral channel.
• NCSA Scholarship Foundation Charitable scholarship program that provides educational funding to aspiring accountants, supported by member donations through NCSA's donation form.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• Golden Leaf Recovery LoansminorOthersExternal resource link provided on NCSA website for members seeking information about Golden Leaf Recovery Loans, likely related to small business financial assistance programs.
• Tax Speaker (taxspeaker.com)minorOthersRecommended continuing education provider listed as a resource for members seeking additional CE opportunities beyond NCSA-hosted events.
• NSA/NSACPT (connect.nsacct.org)minorOthersNational Society of Accountants connected through event calendar and educational resources, representing a broader professional network relationship.
• PTI Tax (ptitax.com)minorOthersContinuing education provider recommended to members for additional tax education and professional development resources.
• Co-Lab Community (circle.so)coreOthersNCSA's new virtual community platform branded as Co-Lab, described as 'a networking space where connections happen on your schedule' and 'a supportive community of accountants working together to shape the future of Main Street businesses.' This is NCSA's primary online community engagement tool.
• Wild ApricotcoreTechnology or IntegrationMembership management software platform powering the NCSA website, providing member login, event registration, online payments, and website functionality.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• National Society of Accountants (NSA): National umbrella organization for non-certified accountants and tax practitioners; NCSA explicitly lists NSA/NSACPT as a partner. Operates the same practice-rights protection and CE mission at the national level.
• National Association of Enrolled Agents (NAEA): National professional association for federally-authorized tax practitioners (EAs), with overlapping practice-rights advocacy, CE, and membership services directed at the same broader tax pro ecosystem.

Regional players

• Texas Society of CPAs (TXCPA): Large state society providing CE, advocacy, and member services to Texas accounting professionals; analogous business model and stakeholder base to NCSA but at larger scale.
• CalCPA Society: California statewide society for CPAs and accounting professionals. Comparable organizational model of state-level CE, advocacy, and member services to NCSA.
• North Carolina Association of CPAs (NCACPA): State-level membership society for CPAs in North Carolina. Comparable organizational structure and CE/networking mandate, but serves the certified (CPA) segment rather than NCSA's non-certified constituency.
• Florida Institute of CPAs (FICPA): State-level accounting society offering CE, advocacy, and member benefits to Florida accounting professionals; comparable structure and value proposition to NCSA.
• Georgia Society of CPAs: State-level membership association for accounting professionals in Georgia, offering CE, advocacy, and networking — a comparable chapter/state-society structure to NCSA.

Broad incumbents

• AICPA: The largest U.S. professional organization for CPAs, providing CE, advocacy, and resources. NCSA members keep an eye on AICPA state-filing-relief updates; AICPA is the broader incumbent competitor for the same accounting professional mindshare.
• American Accounting Association (AAA): Academic and professional association for accounting educators and practitioners; broader in scope than NCSA but overlapping on advocacy, publications, and continuing education for the accounting profession.

Others

• Tax Speaker: Continuing education provider explicitly recommended by NCSA as a resource for members. Adjacent ecosystem partner supplying CE content to the same accounting professional segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ncsa1947
• Facebookfacebook.com/NCSA1947
• LinkedInlinkedin.com/company/society-of-accountants-north-carolina

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about North Carolina Society of Accountants