Audit Preparation in Mesa

Reliable, Stress-Free Audit Readiness for Mesa Businesses

Mesa, Arizona, is growing quickly with thriving industries in healthcare, manufacturing, and professional services. As your organization expands, financial reporting becomes more complex. That’s why we offer Audit Preparation in Mesa—to help you stay organized, compliant, and fully prepared for any audit.

Our process turns what can feel overwhelming into a clear, manageable plan. Whether you’re facing your first audit or refining your reporting process, we’ll guide you step by step to ensure accuracy and reduce stress.

What Our Audit Preparation Services Include

Pre-Audit Document Review

Internal Controls & Compliance Checks

Audit Liaison Support

Year-End Close Assistance

Financial Expertise for Mesa Enterprises

In addition to Audit Preparation services, we also offer:

Local Expertise, Proactive Advice

Mesa’s diverse economy requires customized solutions. We combine deep financial knowledge with an understanding of local industries to make your audit preparation efficient and effective. Our proactive approach uncovers issues early and helps you enter the audit fully prepared and confident.

Serving Mesa and Surrounding Areas

We proudly serve organizations in Mesa and surrounding communities including Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. Whether your audit is required by investors, lenders, or regulators, our process is tailored to your specific situation.

As your company grows, our audit preparation services grow with you—covering everything from cleanup and process improvement to complete coordination with auditors.

Why Choose Concierge Consulting and Accounting?

We go beyond the basics of audit preparation. Our process is built around understanding your business, anticipating potential issues, and delivering solutions that last well beyond audit season.

We don’t believe in one-size-fits-all plans. Instead, we offer practical, flexible, and scalable support that makes a lasting impact.

Let’s Move Forward—Together

Audit preparation doesn’t have to be stressful. With our organized, proven approach, you’ll be ready before the first question is asked.

Start preparing for your next audit today—Contact us to schedule professional audit preparation.

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 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.