Call Us 24/7

480-372-2543

Send Us Mail

theresa@conciergeacct.com

Linkedin Facebook Instagram Twitter
Get A Quote
Contact Us

Accounting CPA Services in Gilbert

Accounting CPA Services for Gilbert, Arizona's Growing Business Community

Gilbert, Arizona, once known as the “Hay Shipping Capital of the World,” has transformed into a thriving suburban community with a rapidly growing economy. This family-friendly town offers a unique blend of small-town charm and modern amenities, creating an attractive environment for businesses of all sizes. At Concierge Consulting and Accounting, PLLC, we’re committed to providing exceptional Accounting CPA Services in Gilbert, tailored to the specific needs of this diverse and expanding business landscape.

Our experienced team of CPAs understands the intricacies of doing business in Gilbert. Whether you’re a startup in the Heritage District, a healthcare provider in the Santan Area, or a retail business in SanTan Village, we offer specialized accounting solutions to support your success.

Expert Accounting CPA Services in Gilbert

We provide a comprehensive suite of accounting services, including:

  • Financial statement preparation and analysis for growing businesses
  • Cash flow management and forecasting for seasonal enterprises
  • Budgeting and financial planning for scaling companies
  • Tax planning strategies optimized for Gilbert's business environment
  • Industry-specific accounting solutions (e.g., healthcare, retail, technology, agriculture)

Our CPAs stay up-to-date with local regulations and tax incentives affecting Gilbert businesses, ensuring you receive accurate and timely advice.

Get In Touch

Comprehensive Financial Solutions for Gilbert Enterprises

While our primary focus is on Accounting CPA Services, we also offer:

  • Monthly Bookkeeping: Maintain accurate financial records with our meticulous bookkeeping services.
  • Attestation Services: Audits, compilations, and reviews to provide assurance for your financial statements.
  • Income Tax Planning, Preparation & IRS Representation: Navigate complex tax situations with confidence.
  • Business Advisory & Consulting: Strategic guidance to help your Gilbert business thrive in its competitive market.

Local Expertise, Professional Standards

Our team combines local knowledge with professional accounting standards. We understand the economic factors influencing businesses in this rapidly growing town, from the expansion of healthcare and education sectors to the evolving retail and service industries.

Get In Touch

Serving Gilbert and Surrounding Areas

While we’re proud to serve Gilbert, our services extend to neighboring communities such as Chandler, Mesa, and Queen Creek. Our commitment to excellence in Accounting CPA Services remains consistent across all areas we serve.

Why Choose Concierge Consulting and Accounting in Gilbert?

  • Local Insight: Our team has a deep understanding of Gilbert's unique business landscape.
  • Growth-Oriented Approach: We tailor our services to meet the needs of Gilbert's expanding business community.
  • Expertise: Our CPAs bring years of experience and ongoing education to serve you better.
  • Convenience: We offer flexible meeting options, including in-person consultations and virtual meetings.
  • Comprehensive Support: From startup guidance to complex financial strategies, we're your trusted advisors.

Partner with Us for Your Success

At Concierge Consulting and Accounting, PLLC, we’re more than just number crunchers. We’re your partners in financial success, dedicated to helping your Gilbert business achieve its full potential. Let us handle the complexities of accounting and financial management while you focus on what you do best – running and growing your business in this dynamic Arizona town.

Contact us and see how we can support your Gilbert business today.

Get In Touch
Think of us as your personal business concierge. We offer highly personalized services and are passionate about our clients, their needs and their successes.
Linkedin-in Facebook-f

Quick Links

©2024 by Concierge Consulting and Accounting, PLLC.

Built by Atomic Social

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.

Contact Jocelyn

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!

Contact Jocelyn W.

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.

Contact Dixie

Theresa Elaine Valade

CPA and Managing Partner

Theresa Elaine Valade, CPA, is a highly accomplished Arizona-licensed Certified Public Accountant and founder of Concierge Consulting and Accounting, PLLC. Recognized by Forbes as one of the Top 10 CPAs in the state, she brings over 27 years of expertise in audits, reviews, compilations, tax strategy, business consulting, and fraud investigations, with specialized experience in nonprofits, real estate, hospitality, and financial services. A former Arthur Andersen auditor and tax partner at Moffitt & Company, Theresa has led high-profile engagements, including one of Arizona’s largest fraud investigations and IRS training audits, and frequently represents clients in mergers, acquisitions, and complex tax matters. Her firm consistently earns the highest peer review ratings, and she is a sought-after public speaker on tax reform, fraud prevention, and business operations. Committed to client success, Theresa combines technical excellence with a relationship-focused approach, guiding businesses and individuals through every stage of growth and transition.

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.

Theresa’s also had the honor of being named 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. She is also a member of the American Institute of certified public accountants.

Contact Theresa
Learn More About Me