Our Mission is Simple
We forge lifelong relationships with our clients by working together towards helping them achieve their financial goals, through a trusting, proactive, and hard-working approach.
What We Do
At Goodfriend & Jacobs, we are involved in all aspects of our clients’ financial lives. Our services include accounting and financial reporting, tax planning and tax preparation, bill-paying and 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 toward individuals and companies in the entertainment industry who never quite know how long or lucrative their careers may 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.
Podcasters & Comedians
Music Composers and Performers
Actors and Actresses
Influencers
Behind the Camera
Talent Agents and Executives
What We Do
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-border tax issues, multi-state issues, and international tax issues
Tax planning and compliance
Analysis of tax impacts on financial transactions
Tax preparation of corporate, partnership, nonprofit returns, and individual tax returns
Bill Payments and 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
Risk management → Protecting your assets
Obtaining insurance coverage in consultation with insurance professionals
Securing financing and specialty insurance for your luxury items
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 the transfer of wealth from generation to generation
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.
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.
Kyle Breslow, CPA
Kyle Breslow is a CPA and partner at Goodfriend & Jacobs. Kyle has a background in entertainment taxation and business management. Kyle is also a director with Miracle Mile Advisors providing investment advice to his business management clients.
As a graduate of 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.
David Bleeck, CPA
David is a CPA and partner at Goodfriend & Jacobs and has spent over a decade in entertainment business management and taxation. David is also a director with Miracle Mile Advisors providing investment advice to his business management clients. Prior to joining Goodfriend & Jacobs, David worked at an international entertainment business management firm in Los Angeles, servicing clients in the music, film, tv, and new media content industries.
Rick Valdez , CFP®
Rick is a CPA CFP and senior manager at Goodfriend & Jacobs. Rick had been with the firm for over a decade and has over 30 years of experience in business management. A primary focus for Rick had been helping individuals working in the film and television business.