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Audit Preparation in Phoenix

Organized, Confident Audit Readiness for Phoenix Businesses

Phoenix, Arizona, is one of the nation’s fastest-growing business hubs, with companies spanning healthcare, tech, real estate, and logistics. As reporting demands rise, so does the need for reliable, organized financial documentation. That’s why we provide Audit Preparation in Phoenix—to help you get ahead, stay compliant, and approach every audit with confidence.

Our team works to simplify a complex process. We guide you step by step, helping you anticipate auditor questions, close gaps, and present accurate, professional records.

What Our Audit Preparation Services Include

Pre-Audit Document Review

  • We organize and verify supporting financial records
  • Our team reviews ledgers, reconciliations, and key accounts
  • We help identify potential red flags or missing items

Internal Controls & Compliance Checks

  • We assess your internal processes and risk points
  • Our team suggests improvements where needed
  • We ensure documentation aligns with current compliance standards

Audit Liaison Support

  • We coordinate directly with your external auditors
  • Our team helps answer questions and resolve issues quickly
  • We ensure a smooth flow of information and minimal disruption

Year-End Close Assistance

  • We help finalize financials and prepare adjusting entries
  • Our review ensures your books are accurate and audit-ready
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Financial Expertise for Phoenix Enterprises

In addition to Audit Preparation services, we also offer:

  • Monthly Bookkeeping: Keep your finances organized with our detail-oriented 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.
  • Accounting CPA Services: Strategic guidance to help your business innovate and grow.

Local Expertise, Proactive Advice

Phoenix’s competitive market demands thorough preparation. We combine financial expertise with insight into the city’s dynamic industries, helping you present accurate records and avoid costly delays. Our proactive process keeps you ahead of deadlines and ready for review.

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Serving Phoenix and Surrounding Areas

We proudly assist a wide range of businesses in Phoenix and surrounding areas such as Gilbert, Tempe, Chandler, Mesa, and more. We assist all organizations, including private companies, nonprofits, and professional practices. Whether your audit is driven by investors, lenders, or regulatory bodies, our preparation services are tailored to your unique needs.

As your organization grows, our audit support grows with you. From cleanup to coordination, we’re here to ensure nothing falls through the cracks.

Why Choose Concierge Consulting and Accounting?

There are many firms offering audit preparation—but we go further. We take time to understand your company, your obstacles, and your goals. Then, we design solutions that are built to last.

  • Detailed Support: Every document is reviewed, organized, and verified
  • Proactive Guidance: We help you address issues before the auditor does
  • Expertise: Our CPAs bring years of experience and ongoing education to serve you better.
  • Efficient Process: We save you time by streamlining every step
  • Reliable Communication: We coordinate clearly with you and your auditors

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

Preparing for an audit doesn’t need to be difficult. With our structured approach and hands-on support, you’ll be ready before the first question is even asked. Contact Concierge Consulting and Accounting, PLLC today to schedule audit preparation services.

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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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