Welcome to Welsh Accounting & Financial!
Welsh Accounting & Financial is a full service CPA and financial consulting firm in North Olmsted, Ohio, located next to Great Northern Mall.
We are:
- A business combining skills and integrity with a foundation of Christian ethics.
- A CPA firm that has been serving individuals and businesses in the Cleveland community for over 15 years.
- Professional people who care with strong financial experience.
Welsh Accounting & Financial helps you take your business and your individual financial situation to the next level through planning, goal setting and helping you develop a working action plan. Our years of experience in the financial, business, and tax arenas will give you critical insight to move ahead in a competitive world.
Welsh Accounting & Financial specializes in:
- Comprehensive Investment Services
- Individual, Corporate, and Payroll Tax Preparation
- CPA Services for Small Businesses
- Certified Quickbooks ProAdvisor Training & Support
- Financial Planning for Seniors
Helpful Content
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Rightsizing for Retirement
What does your home really cost?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?