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WELCOME TO CONCIERGE

CONSULTING AND ACCOUNTING, PLLC

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 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.  

Concierge Consulting and Accounting
 
Team Meeting

OUR VALUES.
AT YOUR SERVICE.

people, passion, personalization

People are our focus.
Passion drives us to excellence.
Personalized to your every need.

 
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our approach. your key to success.

THE CONCIERGE DIFFERENCE.

educate. empower. excel.

 
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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

 
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TESTIMONIALS.

word on the street.

 

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

WORDS TO THE WISE.

Theresa's tips & tricks for every business.

 
 
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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


9903 E. Bell Road, Suite 110
Scottsdale, AZ  85260

480-372-2543

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