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Paradise Valley Family Office-Style Accounting for Entrepreneurs

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Entrepreneurship in Paradise Valley often brings complexity—multiple businesses, investments, properties, and family priorities, all requiring careful financial stewardship. For many high-achieving business owners, traditional accounting and tax services just aren’t enough. Instead, a family office-style approach delivers the holistic, concierge-level support needed to protect and grow multi-generational wealth.

At Concierge Consulting & Accounting, PLLC, we provide Paradise Valley entrepreneurs with family office-style accounting and advisory services. Our team acts as your trusted partner, handling everything from routine bookkeeping to advanced tax strategy, investment tracking, and legacy planning.

What Is Family Office-Style Accounting?

A family office approach goes beyond basic tax returns and financial statements. It centralizes all aspects of your financial life—business, personal, and investment—under a single, coordinated strategy. Rather than managing multiple advisors and juggling competing priorities, you gain a streamlined solution tailored to your unique goals.

Family office-style accounting can include:

  • Consolidated financial reporting across businesses, trusts, and investments
  • Proactive tax planning and compliance for both business and personal entities
  • Investment and asset tracking, including real estate and private equity
  • Succession, estate, and philanthropic planning
  • Bill pay, cash flow management, and personal bookkeeping
  • Coordination with attorneys, wealth advisors, and family members

Why Paradise Valley Entrepreneurs Are Choosing This Model

As your wealth and business interests grow, so does the complexity of your financial landscape. With family office-style accounting, you benefit from:

  • Centralized management for greater financial clarity and efficiency
  • Customized tax strategies that minimize liabilities at every level
  • Confidence knowing that every decision aligns with your long-term vision
  • Increased privacy and discretion, with fewer hands handling sensitive information
  • More time to focus on business, family, and personal pursuits—while your financial life runs smoothly in the background

How Concierge Consulting & Accounting, PLLC Supports Paradise Valley Clients

Our boutique CPA firm is built on deep relationships and high-touch service. Here’s how we deliver family office-style value:

  • Personalized Discovery: We begin with an in-depth assessment of your businesses, assets, and family priorities.
  • Integrated Financial Systems: Our CPAs create custom reporting that brings all your accounts, investments, and performance metrics into one clear picture.
  • Year-Round Tax & Compliance: We handle tax filings and proactive planning, ensuring you’re always compliant and never caught off guard by surprises.
  • Collaboration: Need to involve your attorney, wealth advisor, or trustees? We coordinate and communicate, so everyone is aligned.
  • On-Demand Access: Enjoy the flexibility of direct calls, texts, or emails with your CPA team—no call centers, just responsive local experts.

Use Cases: Who Benefits Most?

Our family office-style accounting services are ideal for:

  • Entrepreneurs with multiple operating businesses or real estate holdings
  • Families managing trusts, LLCs, and legacy assets
  • Business owners planning for succession, retirement, or major liquidity events
  • Individuals with significant investment portfolios and charitable interests
  • Anyone seeking a concierge financial solution with privacy and peace of mind

Frequently Asked Questions

Can you coordinate with my other advisors?
Absolutely. We regularly collaborate with attorneys, financial planners, investment managers, and family members to ensure seamless financial management.

Is this service only for ultra-high-net-worth clients?
Not at all. Many successful business owners and families benefit from a family office approach, even if they don’t need a full-time staff.

How do you keep my information secure and private?
We use best-in-class security protocols and strict internal controls to safeguard your data and maintain your confidentiality at all times.

Can you help with philanthropic and legacy planning?
Yes! Our CPAs assist with charitable foundations, donor-advised funds, and structuring gifts for maximum tax efficiency.

Elevate Your Financial Management—The Paradise Valley Way

Don’t settle for fragmented financial services. Experience the peace of mind that comes with family office-style accounting and local expertise. Let Concierge Consulting & Accounting, PLLC help you simplify complexity and achieve your vision.

📞Call today at (480) 372-2543 to schedule your free estimate!

Please call or email us for more information and questions.

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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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