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About

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The Full Story

Cecily Welch, CPA, PFS, CFP®

"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"

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~Cecily Welch

An integrated approach to achieving your financial well-being

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Because no financial decision should be made in isolation™

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Mission

Cecily is adept at helping people understand how their financial decisions help them meet their life goals. And because no financial decision should be made in isolation, she is dedicated to educating others on the impacts of tax policy as an advocate for taxpayers, earning her the moniker as "The accountant I

can understand."

Experience

Licensed as both as a CPA in both Illinois and Georgia, I have over 30 years of experience as a Certified Financial Planner (CFP®) and public accountant and earned my BS of Accounting from North Carolina A&T State University and MBA from the University of Wisconsin.

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  • Georgia Society of CPAs representative for the City of Atlanta Governing Board of the Inspector General (Formally the Board of of Ethics and Independent Compliance).

  • Georgia Society of CPAs (GSCPA)

    • Leadership Council​

    • Former Board Member

    • Tax Task Force, Former Chair

  • Internal Rewvenue Service Advisory Council (IRSAC) - 3yr appointment

    • Sub-Chair Small Business and Self Employed​

  • National Black MBA Association, Lifetime Member

  • VOX Teen Communications, Former Board Member

  • Atlanta Women's Foundation

    • Former Destiny Fund Class​

    • Grant Committee

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Engagements

  • Cobb County Grant Webinars - Created the content, wrote the script, and presented the webinars

  • 3-time guest, Georgia Public Radio/NPR On Second Thought with Celeste Headlee

  • CPE Instructor: Fiduciary Income Tax Workshop - Foxmoor Continuing Education

  • The Business of Running a Business -  Financial Empowerment Conference

  • Running a Financial Household - Multiple young adult and millennial programs 

  • Business Fundamentals 101 - Turner Chapel Church, Panelist

  • “The Examination Process for Employment Tax Returns” - IRS Webinar 

  • “Investment and Finance” - American Association of University Women 

  • Minding Your Money segment - Jazz 91.9FM, WCLK-FM, Atlanta, GA

Published

  • “CPAs: An Undervalued Profession” - GSCPA Publication Current Accounts

  •  “Voices: On Working with a Surviving Spouse” - The Wall Street Journal

  • “8 ways to manage money like a millionaire” - Online Erickson Tribune

  •  “Marrying after 50? Tackle these money issues first” - Online Market Watch, WSJ

  • “Can I borrow a personal loan to invest money?” - Loans.org 

  • “Spring Cleaning, Get Your Finances in Order” - Online Fox Business

  • “If I Had One Hour with Gabby Douglas, A fit of financial-planning advice for Gabby and those who receive a monetary windfall” - Online More Magazine

Professional Associations

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The Georgia Society of CPAs
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The American Institute of Certified Public Accountants 
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The National Black MBA Association
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Certified Financial Planner
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Intuit Quickbooks Certified ProAdvisor
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CPA Ambassador

Past Accolades & Events

  • Cobb County Grant Webinars -  Created the content, wrote the script, and presented the webinars

  • Georgia Public Radio/NPR On Second Thought with Celeste Headlee - Three-time guest interviewee

  • CPE Instructor - CPE Instructor for; Fiduciary Income Tax Workshop, Foxmoor Continuing Education

  • The Business of Running a Business - Speaker and coordinator of a financial empowerment conference

  • Running a Financial Household - Multiple young adult and millennial programs throughout the US

  • Business Fundamentals 101 - Turner Chapel Church, Panelist

  • “The Examination Process for Employment Tax Returns” - IRS Webinar

  • “Investment and Finance” - American Association of University Women

  • "Minding Your Money" segment - Describe the item and include any relevant details. Click to edit the text.

​Upcoming Events

  • Power Rising Joy 2022: Reclaimed, Renewed & Rising
    Power Rising Joy 2022: Reclaimed, Renewed & Rising
    Power Rising Joy 2022: Reclaimed, Renewed & Rising
    Thu, Sep 22
    Atlanta
    Sep 22, 2022, 12:00 PM – Sep 25, 2022, 12:00 PM
    Atlanta, 265 Peachtree St NE, Atlanta, GA 30303, USA
    Sep 22, 2022, 12:00 PM – Sep 25, 2022, 12:00 PM
    Atlanta, 265 Peachtree St NE, Atlanta, GA 30303, USA
    Despite the myriad of challenges we encounter, Black women continue to meet the moment, claiming #JOY as our superpower. Join me at #PowerRising 2022, & let’s rise above negative circumstances, challenge the status quo, advance ourselves and our families, and serve as the conscience of the nation.
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