Zandra L. O’Keefe, CPA, CEPA

Zandra is the Director of Professional Services at BeachFleischman PLLC. She provides tax services including planning and compliance for closely-held businesses and their owners. Zandra also provides buy-sell and merger transaction consulting services to a diverse group of closely-held businesses, their owners, and high net worth individuals.

Zandra has developed her expertise in providing services to professional service businesses including medical practices, law firms, and architectural firms. In addition to serving clients, she is a volunteer executive board member of Southwest Human Development and an advisor to the Hertel Report. She is a member of the Professional Services Tax and Healthcare segment teams at BeachFleischman. Zandra has a Bachelor of Science in Accountancy. She has worked in public accounting since 1992 and is a licensed CPA in Arizona.

Areas of Specialty

  • Asset Acquisition Planning
  • Buy-Sell
  • Entity Structuring
  • Financial Analysis & Profitability Advisory
  • Income Allocation
  • Individual Taxation
  • Medical practices and Physician-Hospital Joint Ventures
  • Mergers & Acquisitions Transactions
  • Pass-Through Entities
  • Tax Due Diligence
  • Tax Planning and Strategy

Industry Experience

Education

  • Arizona State University – Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • Arizona Business Leadership Association
  • Arizona Society of Certified Public Accountants
  • Arizona Medical Group Management Association
  • Healthcare Finance Management Association
  • Southwest College of Naturopathic Medicine & Health Services, Board of Trustees Member
  • Southwest Human Development, Executive Board Member, Past Chair

Awards and Recognition

  • 50 Most Influential Women in Arizona Business –Arizona Business Magazine
  • Top 10 Awardee – Who’s Who in Business 2016: High Ranking Women – The Arizona Republic