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.