Phoenix Bookkeeping for Short-Term Rentals & Airbnbs

Operating a short-term rental in Phoenix can be highly profitable, but without organized bookkeeping, it can quickly become overwhelming. Between platform payouts, cleaning expenses, occupancy taxes, and seasonal fluctuations, Airbnb and vacation rental owners face unique accounting challenges. If you own short-term rentals in Phoenix, Scottsdale, Tempe, Mesa, Chandler, Glendale, Peoria, Paradise Valley, or surrounding […]

Cave Creek Arizona Estimated Tax Calendar: Key Dates to Know

Running a business in Cave Creek or anywhere in the North Valley means staying on top of your Arizona estimated tax deadlines. Missing key payment dates can lead to penalties, unnecessary interest charges, and avoidable cash flow stress. For many business owners, particularly LLCs, S-corporations, and self-employed professionals, quarterly estimated tax payments are required at […]

Fountain Hills S-Corp Reasonable Compensation: How to Document It Properly

If you operate an S-corporation in Fountain Hills or the surrounding East Valley, determining and documenting reasonable compensation is not optional it is required by the IRS. Many business owners understand that paying themselves through a mix of salary and distributions can create tax efficiency. However, what often gets overlooked is proper documentation. Without it, […]

Paradise Valley Tax-Efficient Owner Pay: Salary vs. Distributions

If you own a business in Paradise Valley or anywhere in the greater Phoenix area, how you pay yourself can significantly impact your tax liability, compliance risk, and long-term financial strategy. One of the most common questions we hear from S-corporation and LLC owners is: “Should I take a salary or distributions — and what’s […]

Peoria Fixed Asset Tracking & Bonus Depreciation Tips

If you own a business in Peoria or anywhere in the Northwest Valley, managing fixed assets properly can significantly impact your tax liability, cash flow, and financial reporting accuracy. From construction companies and medical practices to real estate investors and service firms, fixed asset tracking and strategic bonus depreciation planning are essential components of proactive […]

Glendale GAAP Revenue Recognition for Service Firms

For service-based businesses in Glendale and across the Valley, understanding GAAP revenue recognition isn’t just about compliance — it’s about financial clarity, accurate reporting, and protecting your business from tax and audit issues. Whether you run a consulting firm, property management company, contractor service, medical practice, marketing agency, or professional services firm, proper revenue recognition […]

Gilbert Accounts Payable Controls: Prevent Fraud and Late Fees

Strong accounts payable (AP) controls protect more than your cash — they protect your reputation, vendor relationships, and long-term stability. For growing businesses in Gilbert and across the East Valley, weak AP systems can lead to duplicate payments, fraud exposure, missed vendor discounts, and unnecessary late fees. At Concierge Consulting & Accounting, PLLC, we provide […]

Chandler Accounts Receivable Best Practices: Get Paid Faster

Cash flow is the lifeblood of any business especially in a fast-growing market like Chandler. Whether you run a construction company, professional services firm, medical practice, property management company, or e-commerce operation, delayed payments can create unnecessary financial stress. At Concierge Consulting & Accounting, PLLC, we provide accounting CPA services, monthly bookkeeping, controller services, outsourced […]

Mesa Financial Statements 101: P&L, Balance Sheet, and Cash Flow

If you’re a business owner in Mesa, understanding your financial statements isn’t optional — it’s essential. Whether you run a construction company near Eastmark, a medical practice, a real estate portfolio, or a fast-growing service business, your financial reports tell the real story of your company’s health. At Concierge Consulting & Accounting, PLLC, we provide […]

Scottsdale Outsourced CFO for E-Commerce Brands: From 7 to 8 Figures

Scaling an e-commerce brand from seven figures to eight is an entirely different game. What worked at $1M–$3M in revenue often breaks at $10M+. Margins tighten, ad spend scales aggressively, inventory becomes more complex, and cash flow pressure increases. For fast-growing online brands in Scottsdale and across the Valley, financial strategy becomes just as important […]

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.