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Zandra O'Keefe

Managing Director

Phone: 602-264-6835
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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.


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

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