Cecily Welch

About Cecily Welch

CAREER SUMMARY Multiple guest speaker on Georgia Public Radio/NPR, appointed City…

Experience

1. Owner

   Welch Financial Advisors, Llc

   May 2013 — Present · Atlanta, GA, US

   Non-profit compliance is not monolithic. Does your team work with your type of non-profit? For multi-entity non-profits the same set of financial information must satisfy multiple stakeholders including the IRS, FEC, State, Local, Donors, and Management. I understand these complexities and help implement the tools to meet these reporting requirements.For individuals and small business owners, by starting with tax compliance and planning, I work with clients to understand how the financial segments of taxes, retirement, estate, insurance, investments, and their business are interdependent and intertwined.Professional Services and Experience1) Non-profit organizations IRS compliance Tax Exempt status reinstatements Bookkeeping and accounting2) Tax planning, income tax projections, and compliance Individuals Estates Trusts S-Corporations Partnerships Gift Tax3) IRS representation4) Small business planning and tax compliance New business set-up Bookkeeping Management use financial statements Proformas5) Personal financial planning for individuals Retirement planning Investment planning Insurance planning Cash-flow and budget analysis Estate tax planning

Education

• North Carolina Agricultural and Technical State University

  Bachelor's degree, Accounting

• University of Wisconsin-Madison

  MBA, General Management

  1995 — 1996

Skills

• Consulting
• Due Diligence
• Financial Planners
• Strategic Financial Planning
• Financial Accounting
• Personal Financial Planning
• Corporate Tax
• Finance
• Financial Modeling
• Public Speaking
• Financial Analysis
• Tax Law
• Cpa
• Accounting
• Leadership
• High Net Worth Individuals
• Tax
• Financial Planning
• Cash Flow
• Financial Statements
• Trusts
• Irs
• Income Tax
• Strategy
• Estate Tax Planning
• Tax Advisory
• Small Business