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Business Advisory & Consulting in Cave Creek

Strategic Support for Cave Creek Businesses

Cave Creek, Arizona, is home to a growing number of entrepreneurs, small businesses, and local service providers. As the town evolves, so do the financial and operational challenges that business owners face. That’s why we offer Business Advisory & Consulting in Cave Creek—to help you make confident, forward-thinking decisions backed by strategy and experience.

Whether you’re just starting out or preparing for growth, our team provides tailored guidance to help you move forward with clarity. We work closely with you to identify risks, uncover opportunities, and streamline operations—all while keeping your long-term goals in focus.

Our Business Consulting Solutions Include:

  • Financial Performance Analysis
    • Evaluate profit trends and identify risks early
    • Discover ways to improve cash flow and efficiency • Get clear benchmarks for growth and stability
  • Strategic Planning & Forecasting
    • Develop long-term business and revenue strategies • Use data to model future growth scenarios • Align budgeting, planning, and resource management
  • Business Formation & Restructuring • Choose the right structure for liability and taxes • Navigate ownership transitions with ease • Restructure for efficiency and future expansion
  • Exit Planning & Succession Strategy • Prepare your business for sale or leadership handoff • Protect your financial interests and long-term goals • Create a clear roadmap for smooth transitions
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Financial Expertise for Cave Creek Enterprises

In addition to Business Advisory & Consulting 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

Cave Creek’s small-town charm doesn’t mean small ambitions. In fact, local businesses are expanding, adapting, and competing in new ways. That’s why we bring tailored, market-aware strategies to every advisory engagement.

Whether you’re operating a boutique, managing a professional service, or growing an eCommerce business, we help you plan smarter and act faster. We take the time to understand your goals, and we use that insight to offer clear, strategic guidance you can rely on.

Moreover, we go beyond basic advice—we stay involved, answer questions, and help implement real solutions. With our help, you can navigate change with confidence and build toward long-term success in Cave Creek.

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Serving Cave Creek and Surrounding Areas

We proudly support businesses throughout Cave Creek, as well as in Gilbert, Tempe, Mesa, and Queen Creek. Whether you’re operating in a corporate park or managing a storefront, we tailor our approach to fit your market, your model, and your goals.

Additionally, we work across a range of industries—from retail and construction to healthcare and technology. No matter the business type, we deliver targeted advice that drives real progress.

As your company evolves, we remain by your side. We help you refine your processes, strengthen your strategy, and stay prepared for what’s next.

Why Choose Concierge Consulting and Accounting?

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

  • Local Insight: Navigate challenges with proactive guidance
  • Custom Solutions: Receive advice that fits your specific goals
  • Expertise: Our CPAs bring years of experience and ongoing education to serve you better.
  • Future-Focused: Turn complex decisions into clear action
  • Proven Guidance: Build a strategy that grows with your business

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

Running a business is tough—but you don’t have to do it alone. Let Concierge Consulting and Accounting, PLLC help you take the next step with confidence. Contact us today to schedule a consultation for business advisory and consulting.

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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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