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theresa@conciergeacct.com

CONSULTING AND ACCOUNTING, PLLC

Smart solutions. Attestation Tax Return Prep Accounting Business Advisory services.

Think of us as your personal business concierge. We offer highly personalized services and are passionate about our clients, their needs and their successes.

our connections. working for you.

In Association With.

3900 +
Client Satisfaction

Who we are

Our Trusted
CPA And Business Advisor.

Our vision is to change the way our clients think about traditional accounting, bookkeeping, and taxes and realize there is a different, Concierge way.

We are passionate about our clients and their business because we are business owners too.  We understand the entrepreneur journey and are here for you. Whether you are a startup, in the growth phase, or the wind down of your business, we are here to assist and walk your business journey with you.  After all your life and business is our passion.

Based out of Scottsdale, Arizona, we proudly serve clients throughout Arizona and the US.

people, passion, personalization

Our Values. At Your Service.

Streamline your financial workflows, integrate strategic planning, and embrace flexible solutions to prevent fiscal inefficiencies and accelerate your business growth.
At the heart of our approach, we prioritize relationships and understanding your unique context to deliver tailored solutions. Your success is our mission.
Our enthusiasm for what we do is the cornerstone of our service. We aim for not just meeting, but exceeding your expectations in every engagement.
Every client is unique, and so our strategies are designed to align with your specific ambitions and circumstances, ensuring optimal outcomes.

Unlock Your Financial Potential Now

perfect for you

Our Services

Monthly
Bookkeeping

Outsourced Accounting
Services

Attestation Services – Audits, Compilations, & Reviews.

Income Tax Planning, Preparation & Irs Representation.

Business Advisory
& Consulting

Management
Accounting

CONSULTING AND ACCOUNTING, PLLC

Peer Review.

The Concierge Consulting & Accounting, PLLC team is pleased to announce the successful completion of our independent peer review of our accounting and auditing practice. CCA received a pass rating, the highest rating available as well as the bragging rights of the cleanest engagement reviewed in years. We are so proud as a company and of our wonderful team. Thank you Marcia J Hein, CPA for conducting our peer review and providing us with valuable insights. We are formally evaluated every three years but internally we review our quality controls every year. Peer reviews allow us to continue to improve upon our client services to serve you better.

You may be asking yourself, what is a peer review? The American Institute of Certified Public Accountants (AICPA) requires its member firms to undergo a peer review every three years. A peer review is a periodic external review of a firm’s systems, engagements, quality control, internal controls, and adherence to professional standards in accounting and auditing and is also known as the AICPA’s practice monitoring programs. The purpose of a peer review is to promote quality in the accounting and auditing services provided by CPA firms. Peer reviews ensure that CPA firms are preforming at a high standard which allows us to better serve the public interest

Our approach. your key to success.

The Concierge
Difference.

We are thrilled to be a recipient of the 2020 Luca Pacioli Accounting Awards. As CPA firm of the year, we have demonstrated an exceptional commitment to the accounting profession in times of chaos and devised innovative ways to serve our clients. By making passion and personalization the forefront of our business model, we led our firm to excellence by not only providing measurable results for our clients but making them feel well taken care of during times of great uncertainty.

INDUSTRIES WE SERVE

Online Bookkeeping Services
For a Diverse Range of Industries

From the small business owner to the $50M+ entrepreneur/business we handle a plethora of industries and businesses of all shapes and sizes
Our virtual bookkeeping services are provided to the following industries irrespective of the scale of operation of the business.

Theresa's tips & tricks for every business.

Words To The Wise.

Testimonials

What Our Customers Say

CONTACT US

Get In Touch

If you find yourself in need of our services, don’t hesitate to reach out to us. we look forward to serving you!

9903 E. Bell Road, Suite 110 Scottsdale, AZ 85260

Theresa@conciergeacct.com

480-372-2543

GET TO KNOW CONCIERGE CONSULTING AND ACCOUNTING

DO YOU HAVE ANY QUESTION?
FEEL FREE TO CONTACT US.

Jocelyn Sihathep (Jo1)

Office Manager

We have a Sun Devil in the house! We are honored to add to our team, Jo. She is a graduate of Arizona State University (Fear the Fork) and is looking to broaden her knowledge and understanding of business and accounting.

She is the engine of our fine-tuned machine. Her “can do” attitude, commitment to customer service and outstanding organization skills allows us to focus on what matters most, our clients. She is amazing with technology and strives for excellence. She embraces the entrepreneurial spirit and is a great asset to our team.

Jocelyn Weatherley (Jo2)

Accountant

Jo was previously an accountant for a $60M company and their 13 subsidiaries. She is in charge of our accounting and bookkeeping department and serves our clients on their time schedule. Whether it is weekly, monthly or quarterly she helps provide reliable, useful and accurate information to our clients on their terms.

Jo performs full accrual accounting and is responsible for reconciling all accounts, journal entries, month end closing procedures and preparation of internal financial statements and analytics. She also assists in the preparation of sales and payroll tax returns. She holds a wide range of knowledge, from QuickBooks to travel (she spent most of her life in the UK), she’s your girl. She is excited to join the CCA team and ready to conquer tax season head on!

Dixie Cary

CPA and Tax Manager

Dixie is a Minnesota CPA and experienced accountant. She has over 25 years of accounting in both audit and tax, but her passion is tax. After years in the cold, she decided to leave the mid west and find a new home in Sunny Arizona. We are so happy that Dixie has joined our team.

Dixie leads and manages our entire tax department. She assists and leads a team through our busiest times while delivering quality, complete and accurate tax services for our clients. She is proficient in preparation, planning, and education of federal and state income taxes for individuals, businesses, estates, trusts, and exempt organizations.

Theresa Elaine Valade

CPA and Managing Partner
Theresa has over 27 years of experience in tax, audit and consulting. She was with the International CPA Firm of Arthur Anderson in Phoenix and San Francisco. She most recently was a partner with Moffitt & Company, P.C. Her areas of specialization are business consulting and advisory, audits, income tax planning and preparation, and IRS audit representation. Her industries of specialization are nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow, health, and beauty.
One of Theresa’s biggest honors is being named the 2020 CPA firm of the year for her commitment and service to her clients during the challenges imposed by the COVID-19 pandemic. Putting passion and personalization at the forefront Theresa has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of during times of great uncertainty.
Theresa is also a member of the prestigious, Arizona Society of CPAs, ASCPA, 100% Membership Club. It is an honor to be part of this club that exhibit’s a high level of commitment to the Arizona Society of CPAs. We are privileged to be able to convey to our clients, staff, and colleagues of Theresa’s significant commitment to the CPA profession.