Business Advisory & Consulting in Scottsdale

High-Level Guidance for Scottsdale’s Competitive Market

Scottsdale, Arizona, is a city known for innovation, luxury markets, and a fast-paced business environment. With so many opportunities, it’s crucial to have a clear growth strategy. That’s why we offer Business Advisory & Consulting in Scottsdale, helping business owners plan ahead, reduce risk, and make smarter financial decisions.

Whether you’re managing a high-end service business, a tech startup, or a local retail operation, strategic guidance matters. We work alongside you to help you stay competitive while focusing on long-term success.

Our Business Consulting Solutions Include:

Financial Expertise for Gilbert Enterprises

In addition to Business Advisory & Consulting services, we also offer:

Local Expertise, Proactive Advice

Scottsdale’s business community moves quickly—and staying ahead requires more than just financial knowledge. It requires insight into local trends, competitive pressures, and industry shifts. That’s exactly what we bring to the table.

We help you make decisions faster and smarter, using real data and practical strategies. Additionally, we work directly with you to create solutions that match your growth stage—whether you’re expanding, restructuring, or preparing for sale.

With our help, you can build a stronger, more resilient business in Scottsdale.

Serving Scottsdale and Surrounding Areas

We proudly support businesses throughout Scottsdale, as well as in Glendale, Tempe, Mesa, and Queen Creek.

Whether your business is large or small, new or established, we tailor our services to meet your specific needs.

As your company grows, our consulting support grows with you. From strategy development to long-term planning, we’ll help you navigate every phase of your business journey.

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.

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.

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.