Cave Creek Small Business Accounting: What Business Owners Need to Know

Cave Creek offers a unique blend of small-town charm and entrepreneurial opportunity. From local shops and restaurants to service providers and specialty businesses, the area supports a wide range of growing companies. However, with that opportunity comes the responsibility of managing your finances effectively. For small business owners in Cave Creek, strong accounting practices are […]

Fountain Hills Small Business Accounting: What Business Owners Need to Know

Fountain Hills offers a unique business environment—blending tourism, local service businesses, and a close-knit community atmosphere. While this creates strong opportunities for small business owners, it also comes with financial challenges that require careful planning and organization. Whether you run a local service company, retail shop, or professional practice, having a solid accounting system in […]

Paradise Valley Small Business Accounting: What Business Owners Need to Know

Paradise Valley is known for its high-value real estate, professional services, and sophisticated business environment. For small business owners operating in this market, financial expectations are higher—and so is the need for precise, strategic accounting. Whether you’re managing a boutique firm, real estate portfolio, or growing service-based business, having the right accounting systems in place […]

Peoria Small Business Accounting: What Business Owners Need to Know

Peoria’s business landscape continues to expand, with growth across construction, healthcare, retail, and service industries. For small business owners, this growth brings opportunity—but also increased financial complexity. Without a strong accounting system, it’s easy to lose track of cash flow, miss tax savings, or make decisions without accurate data. Understanding the essentials of small business […]

Glendale Small Business Accounting: What Business Owners Need to Know

Glendale is home to a diverse and growing business community, from retail and hospitality to construction and professional services. With that growth comes increased financial responsibility—and for small business owners, having a strong accounting system is essential to staying competitive. Whether you’re just starting out or managing an established company, understanding the fundamentals of small […]

Gilbert Small Business Accounting: What Business Owners Need to Know

Gilbert continues to be one of Arizona’s fastest-growing communities, attracting entrepreneurs, service providers, and expanding businesses across a wide range of industries. With that growth comes opportunity—but also increasing financial complexity. For small business owners in Gilbert, having a strong accounting system isn’t just about staying organized. It’s about improving cash flow, reducing tax liability, […]

Chandler Small Business Accounting: What Business Owners Need to Know

Chandler has quickly become one of Arizona’s most attractive cities for small businesses, thanks to its strong economy, tech growth, and expanding local market. But as opportunities increase, so does the complexity of managing your finances. For small business owners in Chandler, having a solid accounting system isn’t just about keeping records—it’s about gaining financial […]

Mesa Small Business Accounting: What Business Owners Need to Know

Mesa is one of the fastest-growing business communities in Arizona, offering opportunities across construction, healthcare, retail, and service industries. But with growth comes complexity—and for small business owners, managing finances effectively is critical to staying competitive. Whether you’re launching a startup or scaling an established company, having the right accounting systems in place can make […]

Tempe Small Business Accounting: What Business Owners Need to Know

Tempe is one of Arizona’s most dynamic business hubs, fueled by a mix of startups, tech companies, service providers, and university-driven innovation. While the opportunities are strong, managing your finances effectively is what determines whether your business simply survives—or truly scales. For Tempe business owners, having a solid accounting system isn’t just about staying compliant. […]

Scottsdale Small Business Accounting: What Business Owners Need to Know

Running a small business in Scottsdale offers incredible opportunities—but it also comes with financial complexity. From managing steady growth to navigating Arizona tax requirements, business owners need more than basic bookkeeping to stay competitive. They need a clear, strategic approach to accounting. Whether you’re a startup, service provider, or established company, understanding the fundamentals of […]

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.