I am proud to announce that the firm has once again received the top rating for peer reviews. The most recent peer review was conducted by Heidenreich & Heidenreich, CPAs, PLLC for the year ended June 30, 2017. The peer review, which was completed in September 2017, has received a “pass” opinion. A CPA firm that is a member of the American Institute of Certified Public Accountants (AICPA) and conducts audits must be reviewed by another CPA firm every three years to ensure that the quality controls of the firm meet the standards of the AICPA. Firms can receive a peer review opinion of “pass,” “pass with deficiency(ies),” or “fail.”
I have passed all quality control reviews for every peer review undergone since inception, which is testimony to our commitment to the highest standards.
James E. Raftery, CPA
Founder Jim Raftery has thirty-eight year's experience in all phases of public accounting and is responsible for all services rendered by the firm. Jim earned his Bachelor of Science degree in accounting from Fairleigh Dickinson University in New Jersey. He is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants.
Cynthia J. Williams CFE, EA
- Firm Director, Tax Manager
Cindy Williams assists with all departments has been with the firm since 1987. Cindy earned her Bachelor's degree in business administration with an emphasis in accounting from the University of Phoenix. She is a Certified Fraud Examiner as well as an Enrolled Agent authorized to practice before the Internal Revenue Service.
Steven J. Peterson, CPA
- Audit and Management Advisory Services Manager
Steven Peterson is the manager for Outsourced Controller/CFO Services. He has thirty-four years of experience in a combination of public accounting and financial reporting in the private and nonprofit sectors. Steven earned his Master's degree in accounting with an emphasis in management advisory services from Brigham Young University in Provo, Utah. He is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants. Prior to joining the firm, Steven worked in public accounting for Arthur Young & Company, and for large and small private companies including CIGNA Healthcare. He serves on various boards including serving as member of the governing board for Mesa Public Schools, the largest school district in Arizona. Over the last thirty years, Steven has been involved as a volunteer in numerous community and church activities.
Jarrod G. White, CPA
- Audit Manager
Jarrod White is a Senior Accountant and leads the audit department. Jarrod joined the firm in 2005 after he earned his Bachelor of Science in Business Administration with two concentrations, Accounting and Economics, from Merrimack College in North Andover, Massachusetts. He became a Certified Public Accountant in 2013. Jarrod has a decade of experience in all phases of public accounting. His primary responsibility of all audits and reviews allows our clients to be completely prepared for any challenge. Additionally, Jarrod has over ten years of experience in preparing returns for nonprofit entities.