Your Partner In Financial Success




WHAT WE DO


At Goodfriend & Jacobs we are involved in all aspects of our clients’ financial lives. Our services include accounting & financial reporting, tax planning & tax preparation, bill-paying & bookkeeping, estate/retirement planning, and investment management. We also assist and advise our clients in many other areas including auto and home purchases, insurance, and investments.


ENTERTAINMENT BUSINESS MANAGEMENT



OUR GOAL


We provide a unique service, geared towards athletes, entertainers, and musicians who never quite know how long or lucrative their careers might be. Our mission is to set realistic goals with our clients, to budget their monthly expenses accordingly, keep taxes to a minimum, set aside funds for personal and retirement savings, and grow those funds over time so our clients are financially comfortable well after their careers have ended.













Services


TAXES

  • Custom tax planning to fit your needs and keep your taxes to a minimum
  • Formation of new entities and maintenance of corporate filings
  • Handling of cross boarder tax issues, multi-state issues, and international tax issues
  • Tax planning and compliance
  • Analysis of tax impacts of financial transactions
  • Tax preparation of corporate, partnership, non-profit returns, and individual tax returns

BILL PAY & CASH FLOW MANAGEMENT

  • Bookkeeping Services
  • Receipt and deposit of your income
  • Cash flow management and planning
  • Debt planning
  • Household staff payroll
  • Managing and monitoring of check receipts and bill payments

FINANCIAL REPORTING

  • Monthly reporting
  • Financial record keeping
  • Account services – including budgeting, projection of expenses, accounting of revenue, insurance, and payment of bills

WE ARE ON YOUR TEAM

  • Personal CFO services catered to you
  • Review of contracts in coordination with legal counsel
  • Utilization of relationships with bankers, insurance brokers, etc.
  • Secured safe storage of personal items like deeds, wills, spare car keys, etc.

INSURANCE

  • Risk management → Protecting your assets
  • Obtaining insurance coverage in consultation with insurance professionals
  • Securing financing and specialty insurance for your luxury items

SPECIAL OPS

  • Negotiation of real estate and major asset acquisitions
  • Review and advise on potential investments or business ventures
  • Charitable planning and private foundation review and formation

WEALTH MANAGEMENT

  • Review, advise, and direct investment of client assets
  • Budget for personal and retirement savings
  • Growth of retirement savings
  • Estate planning in coordination with legal counsel
  • Effective strategies for transfer of wealth from generation to generation

WHO WE ARE





Goodfriend & Jacobs is a CPA/Business management firm located in Santa Monica, CA. The two principal partners, Jeffrey Jacobs and Lawrence Goodfriend, have grown the firm and its reputation over the past 18 years. Goodfriend & Jacobs solely represent high net worth clients and companies in the fields of entertainment, sports, and music.



JEFFREY JACOBS, CPA


Jeff is the co-managing partner at Goodfriend & Jacobs. Jeff is a CPA and has over 25 years of professional experience in the tax and financial services industries advising high net worth clients on a variety of financial planning, investment, and tax related issues. Jeff is also a managing director with Miracle Mile Advisors providing investment advice to his business management clients.

Prior to founding Goodfriend & Jacobs, Jeff was the principal owner and founder of Jacobs Management Group, Inc. and previously served as the tax manager at International Business Management, Inc., both companies servicing the financial, tax, and investment needs of high net-worth clients in the entertainment industry. Jeff earned his Bachelor’s degree in Accounting from Case Western Reserve University in Cleveland, Ohio. He is a Certified Public Accountant and member of the California Society of CPA’s and holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 3 securities licenses

When not working Jeff enjoys spending time with his wife and 2 children, swimming, reading, writing and playing music, and the occasional music festival.


LAWRENCE GOODFRIEND, CPA


Lawrence is the co-managing partner at Goodfriend & Jacobs, with over 25 years of professional experience in the tax and financial services industries advising high net worth clients on a variety of financial planning, investment, and tax related issues. He is also a managing director with Miracle Mile Advisors providing investment advice to his business management clients.

Prior to founding Goodfriend & Jacobs, Lawrence was a principal at Goodfriend & Associates, CPAs, (which he merged into Goodfriend & Jacobs). Lawrence started his career at a large CPA firm specializing in real estate. Lawrence earned his Bachelor’s degree in Accounting from San Diego State University, along with a minor in Japanese Language Studies. He is a Certified Public Accountant and member of the California Society of CPA’s and holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 3 securities licenses.

Lawrence enjoys spending time with his wife and 4 children, reading, surfing and skiing.


KYLE BRESLOW, CPA


Kyle Breslow is a CPA and senior manager at Goodfriend & Jacobs. Kyle has a background in entertainment taxation and business management. As a graduate from Cal Poly SLO, he began his career auditing financial statements of public companies with Grant Thornton in San Francisco. He then became a financial controller and eventually transitioned to business management, running a tax department for a small business management firm. It was during this time that he discovered his love of helping entertainment clients with their finances. Kyle’s favorite aspect of working with entertainers is the positive impact he is able to have on his clients’ lives and the appreciation he receives for his work. As an aspiring partner, Kyle is an integral part of the firm growth has he continues to provide exclusive and personal attention to its clientele. According to Kyle, “When you’re working closely with a client’s finances, it’s important to know your client intimately and always have your finger on the pulse in terms of where they are at and what they need to be doing to achieve their goals.”

Kyle is an active member of the American Institute of Certified Public Accountants and California Society of CPA’s. In his spare time he enjoys hiking, including Mt. Whitney and the Grand Canyon with his wife, playing tennis, or watching Shark Tank while pretending he is the fifth shark.​


DAVID BLEECK, CPA


David is a CPA and senior manager at Goodfriend & Jacobs and has spent over a decade in entertainment business management and taxation. Prior to joining Goodfriend & Jacobs, David worked at a large entertainment business management firm in Los Angeles servicing clients in music, film, tv and new media content industries. He holds a Bachelor’s degree in accounting from San Diego State University and a Master’s degree in Taxation from California State University Northridge. David started his career at a Los Angeles based CPA firm in the audit and assurance department as well as spending several years completing financial statement audits and reviews of mid-size, privately held businesses in various industries and in the non-profit sector.

David is a member of the American Institute of Certified Public Accountants and California Society of CPA’s. He is an active member of the SDSU Aztec Mentor Program and served in the United States Peace Corp. When not managing the business and financial affairs of his clients, David enjoys exercising and spending time with his wife, sons, and family.



Clients First





Our clients range from actors, writers, and directors to athletes, agents, musicians, managers, and everything in between. We pride ourselves on the long lasting relationships we have with our clients. To put it simply, we care.

(We do not list our clients names as our clients’ privacy is of the utmost importance to us)



ATHLETES
MUSIC COMPOSERS & PERFORMERS
ACTORS & ACTRESSES
INFLUENCERS
BEHIND THE CAMERA
TALENT AGENTS & EXECUTIVES






Contact

Have A Question?


Call Us
310-451-0744
Address
1299 Ocean Ave Suite 333 Santa Monica, CA 90401