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theresa@conciergeacct.com

CONSULTING AND ACCOUNTING, PLLC

Welcome To Concierge

Think of us as your personal business concierge. We offer highly personalized services and are passionate about our clients, their needs and their successes.

Your Trusted CPA And Business Advisor.

Our vision is to change the way our clients think about traditional accounting, bookkeeping, and taxes and realize there is a different, Concierge way.
We are passionate about our clients and their business because we are business owners too. We understand the entrepreneur journey and are here for you. Whether you are a startup, in the growth phase, or the wind down of your business, we are here to assist and walk your business journey with you. After all your life and business is our passion.
Based out of Scottsdale, Arizona, we proudly serve clients in the Phoenix area and throughout the state of Arizona.

Our Values.
At Your Service.

People

People are our focus.

Passion

Passion drives us to excellence.

Personalization

Personalized to your every need.

our approach. your key to success.

The Concierge
Difference.

educate. empower. excel.

Peer Review.

The Concierge Consulting & Accounting, PLLC team is pleased to announce the successful completion of our independent peer review of our accounting and auditing practice. CCA received a pass rating, the highest rating available. Firms can receive a rating of pass, pass with deficiency (ies) or fail. Thank you Marcia J Hein, CPA for conducting our peer review and providing us with valuable insights. We are formally evaluated every three years but internally we review our quality controls every year. Peer reviews allow us to continue to improve upon our client services to serve you better.
You may be asking yourself, what is a peer review? The American Institute of Certified Public Accountants (AICPA) requires its member firms to undergo a peer review every three years. A peer review is a periodic external review of a firm’s systems, engagements, quality control, internal controls, and adherence to professional standards in accounting and auditing and is also known as the AICPA’s practice monitoring programs. The purpose of a peer review is to promote quality in the accounting and auditing services provided by CPA firms. Peer reviews ensure that CPA firms are preforming at a high standard which allows us to better serve the public interest

Testimonials.

I have known Theresa for many years and her work ethic, attention to detail, and overall knowledge base are outstanding. If you are looking for help with tax and accounting I highly recommend and endorse Theresa.

Business Wealth Advisor

Wonderful, professional CPA and consultant. I met with Theresa and she was a pleasure to deal with. She explained my tax situation in a very understandable way. She presented a clear plan and strategy. She honored her timeline and budget and walked me through all the steps in the process. She even reviewed my current tax return and pointed out deductions and credits that had been missed. She is highly knowledgeable and such a difference from other “tax professionals”. She truly cares about her clients and giving them the best service possible. I would highly recommend her to all my family and friends.

Satisfied Client

Theresa is an incredibly talented individual with so much drive and ambition. She puts her clients best interest as her top priority and goes above and beyond what is expected. She is one of the most diligent and hardworking individuals that I’ve ever met. She has become a role model for me and someone I deeply respect. Working with Theresa has not only been educational, fun, rewarding and professional, but it’s also been incredibly rewarding.

Future Entrepreneur

Theresa is a pleasure to work with. She is smart, well versed in her craft, and has provided unique assistance in helping our clients with their tax and accounting needs. I strongly urge those to wish to be pro-active tax planning to engage her help.

Financial Advisor

Theresa is not your typical “bean counter”. I was so impressed with her knowledge, and her ability to put her clients at ease, that I left my accountant of over 10 years to place my personal and business accounting with her. Even at the height of the busy season, she finds time to properly service her clients and always does so with a smile. I refer my clients and friends to her without hesitation.

Happy Client

My return is a work of art! You did an amazing job! You perfectly used every dollar of non-refundable credits and stopped at the refundable ones! Great job.

A Very Happy New Client

Words To The Wise.

Theresa’s tips & tricks for every business.
We are thrilled to be a recipient of the 2020 Luca Pacioli Accounting Awards. As CPA firm of the year, we have demonstrated an exceptional commitment to the accounting profession in times of chaos and devised innovative ways to serve our clients. By making passion and personalization the forefront of our business model, we led our firm to excellence by not only providing measurable results for our clients but making them feel well taken care of during times of great uncertainty.

Contact Us.

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 has over 27 years of experience in tax, audit and consulting. She was with the International CPA Firm of Arthur Anderson in Phoenix and San Francisco. She most recently was a partner with Moffitt & Company, P.C. 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.
One of Theresa’s biggest honors is being named the 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.