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.
What's New from Cecily
Listen to the Latest Podcast Episode
Upcoming & Ongoing Appearances
Financial Affairs: A Qualified Speed Dating Experience
Cecily Welch will be participating in Financial Affairs: A Qualified Speed Dating Experience, hosted by Quantum Wealth Network. The event brings together a curated group of community members and vetted financial professionals for an evening of intimate, rotating mini consultations across five wealth-building disciplines.
Participants will rotate through 15-minute sessions with financial professionals, getting real answers to real questions in a relaxed, accessible setting.
Cecily brings exactly what this room needs... plain-English translation of the financial conversations most people find overwhelming.
Date: June 24, 2026
Location: Atlanta, GA (Georgia Tech)
Vanguard Leadership Academy’s Unlimited Possibilities Panel
Cecily Welch has been invited to speak at Vanguard Leadership Academy’s Unlimited Possibilities Panel, sharing the real story behind her journey to becoming a successful entrepreneur. While her career may appear linear from the outside, she speaks openly about the unexpected opportunities, hard work, and preparedness that shaped her path.
This conversation focuses on helping students understand that careers are rarely straightforward and that success is often built through persistence, adaptability, and being ready when opportunity arrives.
This event is an opportunity for young people to hear an authentic perspective on leadership and entrepreneurship.
Date: June 24, 2026
Location: Atlanta, GA (Georgia Tech)
Annual Wellness Summit
Real Talk: How Wellness Professionals Can Address Financial Stress and Why We Should
A major predictor of health and wellness is money, yet it is rarely addressed directly in wellness spaces. The industry often places responsibility on individual mindset, behavior, and discipline, even when outcomes are heavily shaped by financial and tax policy. In this session, Cecily Welch challenges the idea that wellness exists in a vacuum and explores how financial stress shows up as burnout, anxiety, and disengagement. Attendees will examine how systemic financial pressures influence health outcomes and what wellness professionals can do to acknowledge and mitigate these realities in their work.
Date: July 28 - July 30, 2026
Location: Nashville, TN
126th National Business League Conference
Cecily Welch has been selected as a National Conference Speaker for the 126th National Business League Conference, presented by Traffic Sales & Profit and hosted by the National Alliance for Black Business. She was chosen from a competitive pool of over 640 speaker applications to join a group of leaders, innovators, and subject-matter experts helping shape the future of Black business and economic sovereignty.
This year's conference theme, "The Book of AI™: Project 2035 and the Sacred Codes to Economic Sovereignty," centers on critical conversations around artificial intelligence, entrepreneurship, economic development, capital formation, and the future of Black enterprise.
Date: August 19–22, 2026 2026
Location: Atlanta, GA (Hilton Atlanta)
World Diversity in Leadership (WODIL) Conference
Cecily Welch has been invited to participate as a panelist at the World Diversity in Leadership (WODIL) Conference in Edmonton, Alberta, Canada. This year's theme, "Navigating New Frontiers: Embracing Diversity and Inclusion in the AI & Automation Era," brings together policymakers, researchers, community leaders, and professionals from both public and private organizations to share ideas and real-world strategies around equity, diversity, and inclusive leadership.
Date: Sept 17-18, 2026
Location: Edmonton Convention Centre, Edmonton AB
Recent & Past Appearances
AICPA Not-for-Profit Industry Conference
Let's Get Political? Political!
All too often organizations have reporting requirements relating to political activities and don’t know it. We will also discuss tips and tricks for setting up new organizations to avoid IRS penalties and missed reporting requirements in the future.
Date: June 15 - June 17, 2026
Location: National Harbor, MD
Taxes, Money, and Health (You’re Not Depressed, You’re Broke)
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.
Hosted on: December 4, 2025
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.
Hosted on: December 5, 2025
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.
In Person: Sept 21–23 & June 22–24
Live Webinars: Oct 24 & Nov 14, 2025
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
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.
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