OUR TEAM.
STRONGER TOGETHER.

our network of professionals. at your service.

CPAs
Accountants
Bookkeepers
Consultants
Tax Attorneys
Attorneys
Financial Advisors
Wealth Advisors
Payroll Companies

 
TheresaCD-b00daa0feae3a93075f88d2008d54d

THERESA ELAINE VALADE

Founder & CEO

Wife – Mom – CPA

Not your ordinary accountant, Theresa founded Concierge Consulting and Accounting, PLLC in 2018 under the vision that she wanted to do accounting differently.  She wanted a highly personal and passionate approach to accounting and consulting.


Theresa has over 25 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.  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.

BELINDA MOSS

Accountant & QuickBooks Pro Advisor

Welcome, Belinda Moss, Accountant and QuickBooks pro advisor.  Belinda is a Colorado CPA and QuickBooks Pro Advisor.  She was looking for a company where she could use her strong accounting knowledge, excellent communication skills, optimistic nature,  professionalism and drive to further and enhance her career and long term business relationships.  She found the perfect way to do that by joining Concierge Consulting and Accounting, PLLC in May 2019.  


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.  She has a strong understanding of Generally Accepted Accounting Principles for small to medium size businesses.  She 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.  


We are so excited to have her on our team.

Cheerful Woman with Glasses
Woman with White Shirt

TAX MANAGER

  

Our tax manager has over 20 years of public accounting experience.  


She 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.

ASHLEY MCALLISTER

Executive Assistant

Ashley is a Senior at Grand Canyon University, and is passionate about equipping others to pursue their dreams and talents. She hopes to use her Marketing Degree and Graphic Design Minor to empower small businesses through the pursuit of effective marketing and efficient operations.


She is currently serving as Director of Operations for TEDxGrandCanyonUniversity, where she oversees the logistics & implementation of a 300 person student-run event. Ashley is passionate about empowering businesses by utilizing technology to streamline processes, attract customers, and grow businesses.

IMG_1288.jpg
 

480.471.5886

20860 N Tatum Blvd Suite 300
Phoenix, AZ 85050

©2018 by Concierge Consulting and Accounting, PLLC.