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Posts by Cecily Welch, CPA

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This weekend taught the Financial Management section of the Smart Money Workshop that’s required for the Advancing Black Business Foundation Grant. There's still time to apply!

Just a few documents necessary and FREE small business courses.

Apply here 👉🏽 form.jotform.com/260565707318158

1 week ago 0 0 0 0
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Under Consumer Advocacy…

This is frustrating. Businesses aren’t serving customers anymore. Not that the customer is always right, but they matter.

Airlines shrink seats, then blame customers. Now we argue over reclining seats. Geez.

We can do better.👇🏽

2 weeks ago 0 0 0 0
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Hey small business owners, I’ve been asked to teach the financial training portion of the requirement for this grant.

Advancing Black Businesses Foundation is offering revitalization grants. Apply!

Free training + a grant (not a loan — a GRANT). Not a bad deal 👉🏽 abbfrecoveryga.live/

3 weeks ago 1 0 0 0
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Faced With Pressure From Students, Parents, and Employers, Universities Are Doing Something Drastic. It Could Change the Future of College Education. Three years “is an adequate amount of time to be in college," said one Johnson & Wales student.

Y’all know I love what I do, and being a CPA and advocate for taxpayers matters. There should be more of us entering this field!!

GSCPA agrees 👇
www.gscpa.org/content/Advo...

More pathways. Not watered down, just more accessible.

More qualified CPAs – yey!

3 weeks ago 0 0 0 0
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Does my family know me or what!

Been recording webinars on tax law in English. My intro includes a disclaimer: sarcasm… and yes, some examples may feel a bit direct.

Then my brother gifts me this. Perfect.

You know you’ve found your sweet spot when you can be yourself in your work 😉

1 month ago 0 0 0 0
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OMG. Example of common sense not being that common.

👉🏽 www.msn.com/en-us/news/c...

When I read tax law and policy, I remember this: Intent explains why a law exists, but what it SAYS is what matters.

And yes, it can be enforced.

1 month ago 1 0 0 0
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Thank you to Adrienne White Carden and her team at SouthState Bank for hosting an excellent session earlier this month on Congressional District Spending for nonprofits.

Valuable information to take back to my NFP clients.

Access to knowledge like this matters.

1 month ago 0 0 0 0
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Recording a new series: What HR Can’t (Or Won’t) Tell You.

Work is work. It’s a business relationship.

They care about their interests. You care about yours. Fair exchange ain’t no robbery.

And yes, I’m saying it in English. Not jargon. Pragmatism, pragmatism. 😉

Coming soon!

1 month ago 0 0 0 0
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Congratulations to the 26 participants across 15 organizations who completed The LAB™: Building Your Compliance Blueprint! 🎉

A 10-month intensive equipping nonprofit operations leaders with practical tools to manage accounting and financial compliance: www.wfathelab.com

1 month ago 0 0 0 0
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Computers and AI are tools. They’re not decision-makers.

Self-checkout looks efficient on paper. In real life? It frustrates customers and fixes the wrong problem.

Cost savings mean nothing if you’re pushing people away instead of serving them. ↓

www.msn.com/en-us/money/...

1 month ago 0 0 0 0
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IRS: Don’t be victim to a ‘ghost’ tax return preparer | Internal Revenue Service IR-2019-09, February 7, 2019 – Today, towards the end of the second full week of the 2019 tax filing season, the IRS warned taxpayers to avoid unethical tax return preparers, known as ghost preparers.

The IRS can create rules all day.

Ghost preparers still exist.

The real protection is informed taxpayers.

👉🏽 www.irs.gov/newsroom/irs...

👉🏽 www.atlantanewsfirst.com/2026/02/09/t...

👉🏽 irstaxtrouble.com/the-irss-cha...

👉🏽 www.taxpayeradvocate.irs.gov/news/nta-blo...

2 months ago 0 0 0 0
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That time of year again! Sometimes it feels like customer service is a lost art, but my little neighbor, a Brownie in the Girl Scouts, reminded me otherwise when she hand delivered my order. I got my fix!!

How many boxes is too many? 😄

#GirlScoutCookies #FutureLeaders #GirlsInBusiness

2 months ago 0 0 0 0
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Full tax nerd moment.

I’ve been invited to join a discussion with the IRS, AICPA, and GAO on ghost preparers. When paid preparers don’t sign returns, taxpayers often take the hit later.

Fixing systems matters. This is how it starts.

I'm very excited abut this. 😄

#TaxPolicy #CPA #TaxEducation

2 months ago 0 0 0 0
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More from yesterday at CPA Day at the Gold Dome.

Tax laws impact real people and real businesses. CPAs play an important role in helping lawmakers understand how policy works in practice and where details matter most.

Grateful to be part of the conversation.

#CPADayAtTheCapitol #GeorgiaCPA

2 months ago 0 0 0 0
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Spent the morning at CPA Day at the Gold Dome with the Georgia Society of CPAs.

Tax law works better when the people writing it understand how it functions in real life. That is why CPAs show up to explain impact, administration, and details that matter.

More soon!

#PublicPolicy #GeorgiaCPA

2 months ago 0 0 0 0
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In this feature, I wrote about a simple reality. Intent is not a plan. Tax law and written documents decide outcomes.

If you care about what happens after you are gone, this is worth reading.

Digital edition: www.sherisesstudios.com/product-page...

Print edition: www.amazon.com/dp/1971349127

3 months ago 0 0 0 0
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Happy Founders’ Day to Alpha Kappa Alpha Sorority, Incorporated 💗💚

118 years strong. My line sisters and I are also celebrating 36 years this year, which still feels wild to say.

Honored to be part of this legacy.

Happy Founders’ Day to all my sorors 💗💚

#AKA118 #AKAFoundersDay #AKA1908

3 months ago 1 0 0 0
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Very on brand for me to wear a Bah Humbug hat and still enjoy the holidays in my own way.

I bought myself a gift that made me laugh and honestly, that felt like a win.

I enjoy being a Grinch. What’s your non-traditional holiday habit that you love anyway?

#HappyHolidays #ChristmasTraditions

3 months ago 0 0 0 0
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Holiday road trip means snacks, music, and ethics CPE.

And no, my husband still doesn’t know who my clients are. That’s not a secret. That’s ethics. 😂

If you’re listening to CPE while heading to family Christmas, I see you.

Happy holidays, everyone! 🎄✨

3 months ago 1 0 0 0
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We have a lot of runoffs in Georgia, and it is hard to keep up with all of them. But, I did my duty yesterday! Phew. Right under the 7pm radar.

So much of what our elected leaders do impacts daily life. With all the noise, that is easy to forget. But it matters.

#GeorgiaRunoffs #YourVoteMatters

4 months ago 0 0 0 0
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Taxes, Money, and Health (You’re Not Depressed, You’re Broke) Learn how to manage your finances, understand taxes, and improve your health without feeling overwhelmed or stressed out!

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4 months ago 0 0 0 0
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Before you check out for Thanksgiving, a reminder that my “Taxes, Money, and Health: You’re Not Depressed, You’re Broke” seminar is SOON.

We’re spending 2 hours getting honest about money stress and what actions actually make a difference.

Register here 👉🏽 www.eventbrite.com/e/taxes-mone...

4 months ago 0 0 0 0
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Ones to Watch: Women Impacting Thought Leadership in 2025 - Grit Daily News In this latest installment of the “Ones to Watch” series, Grit Daily partners with Heather Burgett’s Shine Collective to spotlight ten women whose ideas are

Honored to be included in Grit Daily’s Ones to Watch list for 2025. This feature highlights ten women reshaping conversations around leadership, wellbeing, communication, money, and real impact.

Grateful to be recognized alongside such strong voices doing important work!

4 months ago 0 0 0 0
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After years of being told, “You need to write a book”… I’m finally listening.

It’s humbling to know people value the way I explain how taxes touch every part of life. That encouragement stuck with me.

I’ve taken the first step, and I’m ready to write.

Let’s see where this journey leads.

5 months ago 0 0 0 0
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Over the years, many have encouraged me to write a book.

It’s affirming to know people value how I explain how taxation touches every part of life.

Over the weekend, I met with the amazing team of Taurea Avant, Brian Johnson, and Ash Exantus, masterminding with fellow authors.

Pen to paper soon!

5 months ago 0 0 0 0
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Last week, I had the honor of accepting the Georgia Society of CPAs Meritorious Award on behalf of Art Auerbach at this year’s Fall Leadership Council.

I’ve never met another CPA quite like Art. Stay tuned for a follow-up video when I deliver the award to him in person!

#TaxPros #TaxSky

5 months ago 0 0 0 0
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Very excited to have connected with fellow subject matter experts on nonprofit operations.

Yes… getting my compliance nerd on while swapping notes with other nonprofit professionals is actually fun for me. 😄

Details matter. Mission stays clear. Always.

#NonprofitLeadership

5 months ago 0 0 0 0
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Financial stress is a wellness issue too.

I’ll be speaking at the Atlanta Black Chambers Wellness Weekend on Nov 15 about Taxes, Money & Health.

Join us for fitness, connection, and real convos.

🎟 Free for ABC Members / $24.54 Guests

More information: www.eventbrite.com/e/atlanta-bl...

5 months ago 0 0 0 0
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Back with The Home Depot Backyard Oct 8 at 6 PM! If you’re self-employed or side hustling and unsure what “counts” as a business, this free class is for you.

Taxes, income, cleanup tips, and more.

RSVP now: www.eventbrite.com/e/inspired-l...

#FinancialLiteracy #EntrepreneurLife

6 months ago 0 0 0 0
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You are not the only one who’s behind on your taxes. Stylists and salon owners underreport close to $80B each year. Let’s talk about how to fix it.

Join me for the ANHC PRO Business Mastery Series!

📍 Online
🗓️ Sept 15 | 1 PM ET
✍🏽 www.anhcpro.org/events

#beautybusiness #taxhelp #smallbusiness

7 months ago 0 0 0 0