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Balanced Growth

30 members • Free

BookRich Profits Club™

145 members • Free

12 contributions to BookRich Profits Club™
INPUT REQUESTED: Creating my download. Which title do you like better?
Developing a checklist that's a free download. 'how to work with your CPA' stuff like that. What people always complain about - but some of it is their fault (we just don't tell them that). It's a checklist, how do you like this for a title? 1) “The ‘I Wish I Knew This Sooner’ Guide to Working With Your CPA”? No comments about the timing, I know the 'best' timing would have been 3 months ago - but that ain't gonna happen 🙂. If you don't like that title, I have a few 5 additional ones that ChatGBT came up with, including: 2) "Ask These First or Pay More Later” 3) "Unlocking Your CPA: The Checklist That Saves You Money and Time" 4) "Your Guide to Working With a CPA" 5) "The Checklist to Make Your CPA part of your Team"
0 likes • 20d
Ah, yep. I like #3 too! But the feedback I got from someone else is that it makes me sound too much like 'other cpas' and I want to show that my brand is that I'm not the typical CPA 🤔. You're right about not everyone has a CPA, in the 15min webinar I mention 3 types of people 1) have a cpa and unhappy 2) think you need an accountant/cpa, but not really sure what to do about it and 3) DIYers - but I'm going to try to convince them not to DIY. I'm definitely going to do the line about the lies your CPA tells you. but i moved that to a chapter in the book vs. front and center. My podcast and courses are currently under production with the Georgia Society of CPAs. So I'm walking a fine line 😂
Small Business Grant!!
Hey GA 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 these amazing revitalization grants. Apply! I hope to see each of you at one of the courses. Free training to help grow and manage your business PLUS a grant (not a loan – A GRANT). Not a bad deal. https://abbfrecoveryga.live/ @Inga Nykole you can send this out to your network. Oh, and yes, this is a paid gig, I'm not teaching for free. Wootwoot! 💲💲
Small Business Grant!!
Cecily won $400
Hey BPC check it out @Cecily Welch won the Pitch competition! The competition was her doing her EMPOWER statement and of course she slayyyyeeeeddd
Cecily won $400
1 like • 22d
Loving the love!!! 🤞 I'll get my capture page completed this week. And then I can monetize this new fabulous intro stmt! Like @Taurea Avant said ""A booking without the backend is just applause"
INPUT REQUESTED: 'long' elevator speech
Here's my updated 150 word elevator speech - input and opinions requested and welcome. "I’m Cecily Welch, The Accountant You Can Understand®—a CPA and CFP® who makes the most intimidating part of money finally make sense: taxes. Suze Orman owns investing, and Dave Ramsey owns budgeting, but every financial decision—from building wealth to starting a business—lives in tax territory, and that’s where I come in. For more than 30 years, I’ve advised entrepreneurs, Fortune 100 leaders, middle income families, and high net worth taxpayers. I’ve been in the room when CFOs make tax decisions for their companies. My appointments to national and state policy committees have given me an insider’s view of how tax rules are created, interpreted, and applied. I care about people, the world cares about money, so I figure the more people understand money, the better the world will be. My mission is to translate the tax system into clear, practical insight and equip audiences to influence tax policy for the better:
0 likes • Jan 30
Not a bad idea....Hmmmmm Thanks!
VAs that know GoHighLevel?
I'm constantly getting offers for 'world class VAs' but I want someone with experience with GoHighLevel. Anyone have recommendations or ideas on how to find this skill set in a VA?
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Cecily Welch
3
42points to level up
@cecily-welch-3602
The Accountant You Can Understand® helps people understand and navigate the one thing that impacts every financial aspect of your life - taxes.

Active 6d ago
Joined Nov 11, 2025
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