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Zandra O'Keefe

Managing Director

Phone: 602-264-6835
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Overview

Zandra O'Keefe is a Managing Director in the company's tax and business consulting division. She has more than 25 years of experience providing accounting, tax planning and compliance services along with extensive business and management consulting to a diverse group of closely held businesses, their owners and high net worth individuals.

She has developed a specialty and expertise in providing services to professional service practices such as medical practices, architectural and law firms. She speaks regularly to groups regarding practice management and current tax developments. In addition to providing services to clients, she is also active in the company's management and training of staff personnel. Zandra serves on the Phoenix office’s CBIZ Women’s Advantage task force in planning events and serving as a mentor for women who aspire to progress in leadership roles in their professions.

Zandra is married with one daughter, Sarah, who is an attorney with the Burch and Cracchiolo local law firm. She enjoys hiking, swimming, Bikram yoga, digital photography, traveling and spending time with her family.

Education

Zandra graduated Cum Laude with a Bachelors Degree in Accountancy from Arizona State University in May, 1995 while working full-time in public accounting.

Professional Designations

Certified Public Accountant (CPA) - Arizona

Community Involvement

Executive Board Member and Past President - Southwest Human Development.

Treasurer and Finance Committee Chair - Southwest Human Development

Board Development Committee Member - Southwest Human Development

Medical Advisory Board - West Valley National Bank

Professional Memberships

American Institute of Certified Public Accountants (AICPA)

Arizona Society of Certified Public Accountants (ASCPA)

Arizona Medical Group Management Association (AZMGMA)

Arizona Healthcare Financial Management Association (AZHFMA)

CBIZ Women's Advantage (CWA)

Speaking Engagements

Speaking Engagements & Published Articles

  • Healthcare Accounting and Tax Update”, Co-Presenter at the commercial real estate brokers Show and Sell luncheon, May 17, 2016

  • “Liabilities for the Seller After the Sale”, published in The Ambulatory M&A Advisor, January, 2016

  • “Law Firm Finance: Everything You’ve Always Wanted to Know”, presented to the Arizona Legal Administrators Association, August 12, 2015, at the Phoenix Convention Center 

  •  “Urgent Care Transaction Types”, published in The Ambulatory M&A Advisor, June 16, 2015

  • “Think Taxes When Selling or Buying a Center” - The Ambulatory M&A Advisor, June 14, 2015

  • “What’s Your Plan for Success When Opening Your Medical Office?” - Round-Up Magazine, May, 2015.

  • “Insight into Physician Employment Contracts” - The Ambulatory M&A Advisor, May 18, 2015.

Awards

  • Featured in "Who's Who in Business 2016: High Ranking Women" by The Arizona Republic
  • Named one of the 50 Most Influential Women in Arizona Business by Arizona Business Magazine - July, 2013

Associated Offices

Phoenix - CBIZ MHM, LLC - Phoenix 3101 N. Central Ave. Ste. 300

PhoenixAZ  85012
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