How Business Advisors Help Companies Grow

Running a business is rewarding — but it can also be overwhelming. Many business owners across Scottsdale, Phoenix, and the greater Arizona area wear too many hats at once. Business growth consulting gives you a strategic partner who helps you focus on what matters most. A skilled business advisor does more than offer general advice. […]

What Is Business Advisory and Consulting?

Running a business is rewarding — but it comes with complexity. Many business owners in Scottsdale, Phoenix, and across Arizona find themselves making major decisions without the right financial guidance. That’s exactly where business advisory services come in. Business advisory and consulting goes far beyond traditional accounting. It means having a trusted expert in your […]

Choosing the Right Level of Assurance for Your Business

As your business grows, so do the demands of lenders, investors, and partners. They want confidence in your financial statements. That confidence comes from assurance levels — a range of services a licensed CPA provides to verify and validate your financial information. However, many business owners are unsure which level is right for them. Should […]

The Benefits of Third-Party Financial Assurance

Running a business in Scottsdale or anywhere across Arizona takes more than a great product or service. It also takes financial credibility. That’s where business financial assurance becomes a powerful tool for growth and trust. Third-party financial assurance means having an independent CPA or accounting professional review, compile, or audit your financial statements. As a […]

Common Misconceptions About Audits

Few words make a business owner’s stomach drop like “audit.” However, much of that fear is rooted in audit myths rather than reality. Misconceptions spread quickly, especially among small-business owners who are already juggling a dozen other priorities. The truth is, audits are far more manageable than most people think. Additionally, understanding what an audit […]

Preparing for an Audit Successfully

Hearing the word “audit” can make even the most organized business owner pause. However, a well-prepared business has very little to fear. With the right approach, audit preparation becomes a straightforward process rather than a stressful one. Whether you run a startup in Scottsdale or a growing company in Phoenix, audits are a normal part […]

How Assurance Services Build Credibility

Running a business takes more than a great product or service. It also takes trust. Lenders, investors, partners, and even customers want to know your financials are accurate and reliable. That is exactly where financial assurance services come in. Many business owners in Scottsdale and across the greater Phoenix area are surprised to learn that […]

Why Lenders May Require Financial Statements

If you have ever applied for a business loan or sought outside financing, you may have been surprised by one of the lender’s first requests: audited financial statements. Many business owners in Scottsdale, Phoenix, and across Arizona encounter this requirement and are not sure what it means or how to prepare. Understanding why lenders ask […]

Understanding Financial Statement Reviews

As your business grows, financial transparency becomes more important than ever. Lenders, investors, and partners want to see accurate, credible financial information before they commit. A financial statement review is one of the most practical ways to provide that confidence — without the full cost and scope of an audit. Many business owners across Scottsdale, […]

When Does a Business Need an Audit?

Many business owners hear the word “audit” and feel a wave of anxiety. However, not every audit is a red flag. In fact, business audit services are often a sign of growth, credibility, and financial maturity. Understanding when your business needs an audit — and what type — can save you time, stress, and money. […]

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.