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Welsh Accounting & Financial is a comprehensive CPA and financial planning firm based in North Olmsted, Ohio. We partner with individuals and businesses across the Cleveland community to achieve financial goals, navigate complex financial situations, and secure their financial futures.

Our Mission

Our mission is to empower our clients through personalized financial guidance and proactive solutions. We believe in fostering strong relationships built on trust, transparency, and open communication. Our team of experienced professionals will work alongside you to develop customized plans tailored to your unique needs and aspirations.

Diverse Services for Individual & Business Success

We offer a wide range of services across financial, tax, and investment spheres. These include:

Tax Services

  • Individual & Corporate Tax Preparation & Planning
  • Payroll Tax Management
  • Tax Consulting & Compliance

Financial Planning

  • Comprehensive Investment Services
  • Retirement Planning & Analysis
  • Financial & Estate Planning
  • Asset Management & Review

Business Services

  • CPA Services for Small Businesses
  • Certified QuickBooks ProAdvisor Training & Support

Personalized Solutions for Seniors

  • Custom Financial Planning & Investment Strategies
  • Retirement Account Guidance
  • Estate Planning Support

Expertise and Experience at Your Service

Our team comprises seasoned professionals with extensive experience in:

  • Financial planning and analysis
  • Tax compliance and consulting
  • Investment management
  • Retirement planning and distribution
  • Business consulting and accounting

Client-Focused Approach

We prioritize open communication and collaboration throughout the process. We believe in empowering our clients through clear explanations, personalized guidance, and regular progress updates. Our goal is to create a lasting and trusting relationship that extends beyond simply addressing your immediate financial needs.

Compassionate Care & Financial Guidance

We understand that finances can be complex and stressful. Our team provides supportive and compassionate guidance to navigate these complexities with confidence. We are committed to helping you achieve your financial goals, overcome challenges, and secure your financial future.

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