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Erin Welch, CPA

Erin Welch, CPA

Partner

Erin Welch, Partner, has been working exclusively with nonprofits for over 15 years and is committed to helping her not-for-profit clients achieve their missions by better understanding their financial statements and systems. Her goal is to help her clients improve by providing insight, training, resources, and suggestions and by being an approachable advisor.

Erin is passionate about our sector and the role she gets to play in your amazing and diverse missions.

I am so lucky to be able to make a contribution to the not-for-profit community through my work and to do it with such a dedicated, fun and amazing group of people.

– Erin Welch, CPA

Who I Am

  • Mom to Olivia and Ryan
  • Seahawks and Huskies Fan
  • Avid Reader
  • Scrabble Player
  • 2014 JJCo Fantasy Football Champion (2017-18 is going to be my comeback season…)

Articles and Presentations

  • Content Partner & Presenter, “Finance Unlocked for Nonprofits (FUN)”
  • Presenter, “Speed Reading Nonprofit Financial Statements: Efficient Review Practices for Board Members”
  • Presenter, “What Not to Do: Common Board and Finance Committee Reporting Mistakes ”
  • Co-Presenter, “Protecting Your Organization through Internal Controls”
  • Co-Author, What Board Members Need to Know About Not-for-Profit Finance and Accounting, a Jacobson Jarvis resource for board members
  • Author, “Dashboards 101: Demystifying Financial Data for Your Board”
  • Author, “Is it Time for a Financial Health Check-Up?”
  • Author, “Audit or Review, How Much Assurance Do You Need?”

Education

  • B.A., Business Administration (Accounting Concentration), University of Washington

Involvement

  • Board Member, Northshore Schools Foundation
  • Board Member and Treasurer, CFO Selections Foundation
  • Volunteer, United Way of King County Audit Review Committee
  • Member and Community Service Committee Chair, Seattle Rotary
  • Member, Washington Society of Certified Public Accountants (WSCPA)
    • – Not-for-Profit Committee
    • – Not-for-Profit Conference Planning Committee
  • Member, American Institute of Certified Public Accountants (AICPA)

Words of Praise for Erin

Erin has been a very longtime partner with Pride Foundation. Her availability for questions and insights throughout each year has been invaluable to our organization. This was especially true and crucial before, during, and after our recent complex merger with another organization. Erin’s knowledge and willingness to help were an incredible asset as we navigated this type of transaction for the first time.
– Kris Hermanns, CEO, Pride Foundation

Having a close relationship with Erin has allowed us to use her as a sounding board as questions and concerns come up. She is incredibly generous with her time and expertise. Thank you for your advice and genuine interest in the success of SCT.

– Patrick Schroeder, Director of Finance & Administration, Seattle Children’s Theatre

Contact with Erin Welch, CPA