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Attestation Services in Cave Creek

Concierge Consulting & Accounting, LLC - Cave Creek's Choice for Attestation Services

Cave Creek, Arizona, is home to a growing number of small businesses, service providers, and real estate ventures. Financial accuracy and trust are vital in this evolving market. At Concierge Consulting and Accounting, PLLC, we provide Attestation Services in Cave Creek, including audits, reviews, and compilations designed to bring clarity and confidence to your financial reporting.

Our Attestation Services Include:

Audits

• We perform in-depth examinations of financial statements. • Our team ensures compliance with generally accepted auditing standards (GAAS). • We verify accuracy through testing, confirmations, and analysis. • Audits provide the highest level of assurance for external stakeholders.

Reviews

• We conduct analytical procedures and management inquiries. • Our review reports offer limited assurance on financial statements. • Reviews are ideal for companies seeking external confidence without a full audit. • We ensure compliance with relevant accounting frameworks.

Compilations

• We assemble financial data into standardized financial statements. • No assurance is provided, but the information is presented clearly and professionally. • Compilations are suited for internal use, lenders, or management decisions. • We ensure formatting and disclosures align with applicable guidelines.

Additional Financial Services

While our attestation services form the foundation of strong financial management, we also offer:

  • Accounting CPA Services: Expert accounting solutions for complex financial needs.
  • Monthly Bookkeeping: Reconciliations, reports, and insights to ensure transparency and confidence in your monthly financial records.
  • Management Accounting: Tailored financial analysis and reporting to drive strategic decision-making and improve operational performance.
  • Business Advisory & Consulting: Strategic guidance to help your business thrive in its competitive market.

Local Expertise, Trusted Oversight

Cave Creek businesses value trust and reliability. Our experienced team combines local knowledge with national accounting standards, offering accurate, objective reports you can rely on.

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Serving Cave Creek and Surrounding Areas

While we proudly serve Cave Creek’s business community, our services extend to neighboring areas such as Peoria, Chandler, and Fountain Hills. We provide consistent attestation support across the region.

Why Choose Our Attestation Services?

  • Independent Assurance: We provide unbiased, third-party validation of financial data.
  • Scalable Engagements: From small businesses to large enterprises, we tailor our services to your needs.
  • Regulatory Compliance: We help you meet reporting requirements and industry expectations.
  • Clear Communication: Our team delivers timely, transparent reports you can trust.

Partner with Us for Financial Confidence

At Concierge Consulting and Accounting, PLLC, we deliver attestation services that reinforce financial integrity and build stakeholder confidence. Contact us today to schedule an audit, review, or compilation tailored to your business.

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

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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!

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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.

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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.

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