The Accountant You Can Understand ®
"The world cares about money, I care about people, so I figure, the more people who know about money, the better the world will be."
- Cecily Welch, CPA, CFP®, PFS
Running a Financial Household
Managing your money at home shouldn’t feel like guesswork. Cecily brings real talk and smart strategies to help you make the math actually math.
So You Think You’re Ready to Start a Business?
Starting a business sounds exciting, until the receipts start piling up. Cecily lays out what you really need to know before jumping in.
The Alphabet Soup of Tax, Finance & Investing
IRA, HSA, LLC… huh? Cecily makes sense of the acronyms and helps you make confident, informed financial choices.
Upcoming & Ongoing Appearances
Taxes, Money, and Health (You’re Not Depressed, You’re Broke)
If you’ve ever found yourself wondering whether you’re burned out or just broke, you’re not alone. Financial stress has a way of creeping into everything. Tour relationships, your focus, your health, and most of us were never taught how to deal with it.
In this workshop, Cecily Welch, CPA, CFP® pulls back the curtain on how taxes and money can affect your well-being. It’s about getting real on what’s draining your energy and how you can start making confident, informed choices that actually move you forward.
We’re talking real-life money decisions, tax facts no one ever explains, and how to stop beating yourself up when the numbers don’t add up the way they’re “supposed to.”
Date: Wednesday, December 4, 6:00–8:00 PM ET
Location: The Welch Center
Cost: $50
Ready, Set.....Close! Non-Profit Year-End
Are you managing multiple entities—a 501(c)(3), a 501(c)(4), maybe even a PAC? Let’s make 2026 start strong with clean books, fewer surprises, and real growth.
Join Cecily for a high‑impact 2‑hour webinar where she goes beyond theory and gives you the tools you actually need to close the year with confidence.
Date: Wednesday, December 5, 1:00–3:00 PM ET
Location: Online Webinar
Sliding scale pricing: $499 – or $299 for small organizations (Click here for Small Org Discount Request)
The Lab: Building Your Compliance Blueprint
Welch Financial Advisors, in collaboration with the Georgia Alliance, created The Lab to help nonprofit operations teams build confidence around tax and accounting compliance. Cecily Welch teaches practical, real-life solutions for non-accountants working in multi-entity nonprofits, making the IRS expectations, QuickBooks, and financial reporting easier to understand and act on.
Through a mix of in-person retreats, live webinars, and working sessions, The Lab offers hands-on support designed to meet you where you are, no matter your tools or background.
In Person: Sept 21–23 & June 22–24
Live Webinars: Oct 24 & Nov 14, 2025
Recent & Past Appearances
Atlanta Black Chambers Black Health Wellness Weekend
If you’ve ever found yourself wondering whether you’re burned out or just broke, you’re not alone. Financial stress has a way of creeping into everything. Your relationships, your focus, your health, and most of us were never taught how to deal with it.
Cecily talks real-life money decisions, tax facts no one ever explains, and how to stop beating yourself up when the numbers don’t add up the way they’re “supposed to.”
Date: November 15
My Business Is Booming, My Books Are a Mess
Hosted live at Home Depot Backyard in Atlanta, this free workshop was designed for entrepreneurs whose money is moving, but their systems aren’t. Cecily broke down what counts as income, how to start tracking it (even if you’ve been avoiding it), and what the IRS actually expects from small business owners. Just the real deal for people ready to clean up their books and get serious about their business.
Hosted on: Aug 25 & Oct 8, 2025
2025 ANHC PRO Business Mastery Series
Getting your beauty business finances together shouldn’t come with shame or confusion. If you’ve fallen behind or never quite figured out where to begin, this class is your reset button. I’ll show you what the IRS is really looking for, how to track your income and expenses without a degree in accounting, and how to stay on top of your tax responsibilities without losing your peace of mind.
Hosted on: Sept 15, 2025
Moving Beyond Survival
This powerful event gathered experts across wellness, finance, and mental health to help attendees reset and rebuild with purpose. Cecily led the conversation on financial health, bringing her signature clarity and compassion to help people rethink their money stories and take actionable steps toward stability. With honest discussion, community energy, and practical advice, the event was a chance to pause the chaos and start making moves that matter..
Dates: Feb 1 & April 19, 2025
Financial Clarity Without the Confusion
Cecily Welch, The Accountant You Can Understand® actually speaks your language. With a gift for breaking down complicated tax and financial topics, she helps people make smart decisions that align with real-life goals.
Follow Cecily on Social
Copyright 2025. WFA The Lab. All Rights Reserved.