Welch Financial Advisors, LLC

The Accountants You Can Understand TM

Some firms just tell you what a number is, we figure out what it means, and help you develop goals and action steps.

[Welch Financial Advisors, LLC @WelchFinAdvisor]

This Saturday! @CecilyWelchCPA joins The Overcoming Conference and Book Launch, live streaming at 11 AM EST. She's on around 12:55 PM. Great lineup all day.

Register: https://t.co/CGod1foWBG

[Cecily Welch @CecilyWelchCPA]

This Saturday! I'll be part of The Overcoming Conference and Book Launch starting at 11 AM EST. I'm on around 12:55 PM but the whole lineup is worth tuning into. Memorial Day weekend plans and a livestream? You can do both.

Register to join: https://t.co/ifM29i1FPV

#BookLaunch

[Cecily Welch @CecilyWelchCPA]

Recording an episode with @GetrudeMatshe on the HerStory podcast today. Stay tuned for this one!

[Cecily Welch @CecilyWelchCPA]

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. ↓

https://t.co/wsud99AeFy

[Cecily Welch @CecilyWelchCPA]

The IRS can create rules all day.

Ghost preparers still exist.

The real protection is informed taxpayers.

👉🏽 https://t.co/rritCdxqr2

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👉🏽 https://t.co/x4sHioVNyI
https://t.co/rritCdxqr2

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Hand delivery. Clear pricing. Limited-time inventory. Strong brand loyalty.

The Girl Scouts may be selling cookies, but they’re also teaching early lessons in entrepreneurship, confidence, and financial literacy.

Support small businesses. Even the future CEOs in a sash. 👧🏾

[Cecily Welch @CecilyWelchCPA]

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? 😄

#FutureLeaders #GirlsInBusiness

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Ending #MLKDay from Atlanta, where Dr. King’s legacy began.

His work reminds us that justice and equity live in real systems and real access.

As a Black-owned business, this responsibility is personal and ongoing, rooted in education and service.

Photo: Library of Congress

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Holiday travel + snacks + ethics CPE? That’s one way to make the most of the road trip.

Wishing you a warm, restful, and joy-filled holiday season from all of us at Welch Financial Advisors. 🎁 ✨

[Cecily Welch @CecilyWelchCPA]

On the road for Christmas, listening to ethics CPE.

Every year, someone asks why my husband doesn’t know who my clients are. That’s not a secret. That’s the rules. 😂

Hope you’re all enjoying the season, even if you’re squeezing in last-minute CPE too.

Happy holidays! 🎄✨

[Welch Financial Advisors, LLC @WelchFinAdvisor]

We’re excited to celebrate @CecilyWelchCPA feature in @GritDaily’s Ones to Watch list! This spotlight recognizes ten women reshaping conversations around leadership, wellbeing, money, and impact.

Proud to see Cecily included among such powerful voices.
https://t.co/LpbOlQe2Zw

[Welch Financial Advisors, LLC @WelchFinAdvisor]

We’re incredibly proud to share this moment where Cecily accepted the Meritorious Award on behalf of Art Auerbach.

Art’s legacy in the CPA profession speaks for itself. He is the kind of educator whose impact runs deep across the accounting profession.

Congratulations, Art! 🎉

[Cecily Welch @CecilyWelchCPA]

Last week, I had the honor of accepting the @GSCPA 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 #TaxTwitter

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Our founder, @CecilyWelchCPA, is speaking at @ATLblackchamber's Wellness Weekend on Nov 15!

She’ll be talking Taxes, Money & Health. Join us for real convos on financial wellness.

🎟 ABC Members: Free | Guests: $24.54
🔗 https://t.co/sejTR2YFbt

#WellnessWeekend #MoneyTalks

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Adversity happens in community, so should healing.

Join John Sterling for MIND Breakout #2: A Collective Conversation at Moving Beyond Survival.

You’ll hear stories, feel seen, and know you’re part of something bigger.

🎟️ Register: https://t.co/sy4RxDmwkh

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Virtual reality meets mental health care.

Join John Kennebrew at Moving Beyond Survival for Virtual Reality and Mental Health—an immersive session on using VR to support emotional wellbeing.

🎟️ Register: https://t.co/SCTYzqpmEn

#MentalHealth #VirtualReality

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Tax season ends, but smart planning doesn’t.

Long-term financial wellness starts with a plan that works all year, not just in April.

Professionals like us are here to make it simple and clear.

#FinancialPlanning #SmallBusinessTips #MoneyGoals

[Welch Financial Advisors, LLC @WelchFinAdvisor]

🎥✨ Missed our last event? No worries. We’re just getting started! Get engaged with Tai Chi for mental and physical balance, explore stress management with VR, and uncover the links between your health and finances.

Register now: https://t.co/SCTYzqpmEn
https://t.co/53utUKxw0j

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Join Sule Welch for a Tai Chi session on April 19! Tai Chi isn’t just about movement; it’s about transforming stress into flow and tension into balance. Check out Sule’s video below for what to expect at our Moving Beyond Survival event.

🎟️ Tickets here: https://t.co/SCTYzqpmEn

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Ready to improve your resilience? Join us on April 19 at the W.E.L.C.H. Center, where Dr. B Nilaja Green will lead a session on managing stress and building emotional strength. Learn practical ways to face uncertainty with confidence.

Register here: https://t.co/SCTYzqpmEn

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Freelancers, don’t forget about your quarterly taxes!

If you think you’ll owe $1,000+ this year, it’s time to plan those payments. #FreelancerTips #TaxTalk2025

[Welch Financial Advisors, LLC @WelchFinAdvisor]

2025 tax alert: Standard deductions are up! $15K for singles, $30K for married couples.

Don’t forget about deductions for medical expenses, donations, and retirement savings.

Be sure to consult a tax pro first! #TaxTips #Finance2025

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Staying on top of estimated tax payments? It’s important! Especially if your income isn’t regularly taxed. Manage your taxes quarterly to avoid end-of-year surprises.

#TaxManagement #StayPrepared #FinancialWellness

[Welch Financial Advisors, LLC @WelchFinAdvisor]

Ever puzzled by how bonuses & stipends affect your taxes? 🤔 Bonuses have a 22% withholding if under $1M—it’s not extra tax, just prep for tax season! Stipends for living costs?

They’re taxable.

Think about tweaking your W-4 or 401(k) to manage these better. #SmartFinance