Zandra Okeefe

Background

About Zandra Okeefe

Zandra is a Director of Professional Services in the tax and business consulting division in BeachFleischman PC, an independent CPA Firm. Provider of accounting, tax planning and preparation services along with extensive business and management consulting to a diverse group of closely held businesses, their owners and high net worth individuals. Expert in providing services to professional service businesses including medical practices, law firms and architects. Speaking Engagements in AZ: “2012 & 2013 Tax Update Highlights”, Pathlight Investors Investment Outlook Conference, 1/9/13 “Tax Day is Around the Corner…Are You Ready?” AZ Sikh Medical Association, 3/11/11 “1040 Q&A”, Jennings Strouss and Salmon PLC, 2/11/11 “Partner Tax Reporting Considerations; W-2 vs. GP; H.S.A.” co-presented with Steve Rees to partners of Southwest Kidney Institutes PLC 11/10/10 “How You Can Assist a Business in Expanding Their Operations”;"How Your Banks Can Assist Entrepreneurs in Starting a New Business" YOB Fair & Resource Day 5/21/10 Co-led panel/roundtable discussion for the AZMGMA, 1/20/10 “Measuring Physician Services Leverage-A Case Study” presented to Arizona MGMA on 7/8/09 “What You Need to Know from Your CPA”, Society for Design Administration, 2/11/09; Assn of Legal Administrators 1/27/19; AZMGMA members 7/8/08 & 6/11/08 “Accounting Reports: What Should You Know!”, West Valley AZMGMA members 7/10/08 “How to Protect Your Office from Theft”, AZMGMA members 7/13/05 “Basic Accounting & Tax Issues Facing Start-Ups”, 6/12/04 and 6/18/05 W.P. Carey School at ASU MBA course instructor Steven Lawrence, esq. “The Secret of Success” Maricopa County Bar Assn 2/16/05 “Minding Your Assets” a Pediatric Admin Forum at the Omega 10th Educational Conf, 4/21/04 “Are Budget Horrors Keeping You Awake at Night” Arizona MGMA on 6/23/03 & Phoenix Pediatrics Forum 9/23/03 “Understanding Financial Statements” the State Bar of AZ, 1/16/03 & 8/22/02