Goodfriend & Jacobs Your Partner in Financial Success

Accounting, Financial Reporting, Tax Planning & Preparation, Bill-Paying, Bookkeeping,

Estate/Retirement Planning and Investment Management

Explore Our Services

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.

A hallway with glass walls and wooden floors.
A conference room with a view of the ocean.

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.

​

A sign that says goodfriends and jacque

Clients First

Long-lasting Relationships

Our clients range from actors, writers, directors, talent agents, managers, comedians, podcasters, executives, 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)

A man with headphones on singing in front of a microphone.

Podcasters & Comedians

A crowd of people in front of lights on a stage.

Music Composers and Performers

A woman in black dress on red carpet with crowd of people.

Actors and Actresses

A woman sitting in a chair with her legs crossed.

Influencers

behind the camera

Behind the Camera

A group of people sitting at a table in front of a window.

Talent Agents and Executives

Services

What We Do

A dollar sign and a half of an image

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

A white document with a dollar sign on it.

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

A black and white icon of a sheet of paper.

Financial Reporting

  • Monthly reporting

  • Financial record-keeping

  • Account services – including budgeting, projection of expenses, accounting of revenue, insurance, and payment of bills

A group of people standing next to each other.

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.

A white house with no windows on black background

Insurance

  • Risk management → Protecting your assets

  • Obtaining insurance coverage in consultation with insurance professionals

  • Securing financing and specialty insurance for your luxury items

A white shield is shown on the black background.

Special Ops

  • Risk management → Protecting your assets

  • Obtaining insurance coverage in consultation with insurance professionals

  • Securing financing and specialty insurance for your luxury items

A white arrow pointing up and an upward sign.

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

Who We Are

Principal Partners

For over 20 years the two principal partners, Jeffrey Jacobs and Lawrence Goodfriend, have grown the firm and its reputation.

Goodfriend & Jacobs solely represents high net-worth clients and companies in the fields of entertainment, sports, and music.

A man in a suit and tie smiling for the camera.

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.

Read More

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.

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 CPAs and holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 3 securities licenses.

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

Read More
A man in a suit and tie smiling for the camera.
A man in a suit and tie smiling for the camera.

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.

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.

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, as 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, the California Society of CPAs and holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license.

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.

Read More

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.

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.
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, spending several years completing financial statement audits and reviews of mid-size, privately held businesses in various industries and the nonprofit sector.
David is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. He is an Investment Advisor Representative and holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license. He is an active member of the SDSU Aztec Mentor Program and served in the United States Peace Corps.

Read More
A man in a suit and tie smiling for the camera.
A man in a suit and tie standing up against a black background.

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.

Contact Us

Goodfriend & Jacobs

1299 Ocean Ave Ste 333

Santa Monica CA 90401

[email protected]

(310)451-0744

Privacy Policy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.