Client Services

At The Goodman CPA Group...

We take the time to understand who you are and where you're headed. We will look at the "bigger picture" to determine what's working and what's not. We will analyze your profit centers, and compare you to others in your industry. We will provide a comprehensive plan that will outline areas that require immediate attention and include those services that are relevant to you and your business. Together, we will move forward as a team.

The Goodman Group can make a world of difference to the growth of your business, to your overall financial security, and to the realization of your personal dreams.

The Goodman Group offers a wide range of services to our individual and business clients. Our clients benefit by our unique combination of highly skilled professionals, who have industry specific expertise, and focus on client advocacy, personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


"Your business is healthcare. The business of healthcare is ours!"


Consulting Services

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

* A clear picture of your current financial situation

* Comprehensive financial planning and projections

* State-of-the-art portfolio analysis

* Insurance planning and evaluation

* Balance sheet management

* Risk management

* Customized financial decision support tools

* Analysis of options, restricted stock and other complex financial instruments

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Tax Services

Tax Return Preparation

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Healthcare Services Division

In addition to our traditional services Healthcare Professionals can benefit from our expertise in the following areas:

* Billing, collection, and fee analysis review

* Examining managed care arrangements and negotiating contracts

* Designing, restructuring and/or implementing physician compensation formulas

* Valuing Practices

* Partner Financial Plans

* Partner Retirement Plans

* Partner buy-in and buy-out

* Organization and ownership consulting

* Complete practice assessment/reviews

* Re-engineering and cost efficiency studies

* Instituting compliance programs

* Initiating cost accounting systems

* Departmental financial statement design and implementation * Mergers and Acquisitions

* Buying and Selling a Practice

* Full bill paying and CFO functions

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Medical and Dental Practice

The Goodman Group has guided many of our Medical clients through the complex issues of managed care, government regulations, intervention, as well as the business of medicine. Our financial advocates understand that the financial success of a Medical Practice is no longer solely dependent upon the skills of the Doctor. Our attention to your practice will allow us to track revenue, improve cash flow, enhance profitability, and provide you with more time to focus on your patients and quality of life while we focus on your business.

*Medical Practices need financial services performed. We handle all of the accounting work while you see the patients.

*Doctors need administrative tasks accomplished. We handle all of the nonproductive work so you can build your practice.

*Focus on your patients and leave the administrative and financial services to professionals who specialize in providing resources to Dentists.

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High Net Worth Individuals

Our firm has a special division dedicated to bill paying, budgeting and planning for High Net Worth Individuals, Healthcare, Sports and Entertainment Professionals. In addition our personal financial planning service division ensures you will have a plan that looks to the future as well as the present. Working together to set goals, we will tailor financial plans to meet your needs. Managing your financial health requires a visionary approach. The Goodman Group has that vision.

We believe answering your questions is not enough. Asking you questions, often challenging you to come up with answers you would never have considered. This sets our Financial Advocates apart from the ordinary accountant.

Ever changing tax laws, volatile market conditions and fluctuating interest rates can make financial planning comparable to running an obstacle course. We will lead you as only we can, with the level of professionalism, integrity, independence, and attention to detail that our clients have come to count on.

In addition to our traditional services our High Net Worth clients can benefit from our expertise in the following areas:

* Personal financial plans based on current and anticipated needs

* Estate Planning

* Retirement Planning

* Retirement distribution planning

* Estate and gift valuators

* Insurance planning

* Account performance monitoring

* Asset protection strategies

* Strategies for accumulating, preserving and transferring wealth

* Bill paying services

* Debt reduction planning

* Elder-care issues

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Business Management Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

* Proactively model likely financial contingencies

* Prepare and publish revenue and spending budget

* Develop and execute cash management plan

* Coordinate all aspects of independent CPA firm audit

* Analyze financial statements and ratio reports, project trends

* Take accountability for financial reporting and SEC compliance

* Assist in evaluating global expansion opportunities

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Closely - Held Businesses

The needs of a Closely Held Business can be extremely challenging. How do you deal with succession planning? What's the best way to manage the business' lifecycle? How do you initiate a stock bonus plan? These are just some of the areas that require the astute knowledge that only specialists can provide.

The Goodman Group has helped create success stories for companies in industries that include Manufacturing, Wholesale Distribution, Real Estate, Construction, and Automotive.

We have the skills and relationships to ensure the special needs of your organization are met at every stage of the business' lifecycle. In many cases, our experience makes us a valued member of our clients' strategic leadership teams, and very often, we serve as the CFO for firms without one.

As established professionals, we are known among the lending institutions and can help to arrange financing. We have fostered long-term relationships with attorneys and the investment community. We invite you to take advantage of our large network of resources to advance your business.

In addition to our traditional services, Closely Held Businesses can benefit from our expertise in the following areas:

* Business transaction structuring and negotiating

* Succession plan development and review

* Corporate restructuring assistance

* Partnership/shareholder agreement modifications

* Advice in response to purchase overtures

* Guidance on the sale of corporate assets

* Business transaction structuring and negotiating

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Law Firm Services Division

We understand the special needs of law firms. We are a member of the AAE Legal Services Group, as well as the Law Firm Services Association (LFSA), a distinction that is shared by a small number of firms across the country. LFSA and AAE firms are specifically selected for their experience and commitment to serving law practices. Each firm is an exclusive member in its area and must demonstrate proficiency in law firm services and a reputation for integrity and high-quality work.

Success in the legal arena is more complicated than ever. You need to structure your practice to be as efficient as possible, allowing for a competitive edge. This takes a long-term plan based on up to date information and the experience to turn that information into action. The Goodman Group has that experience.

Whether your firm has one specialty or ten, has one office or many, we can analyze your specific needs and create a strategy to take you where you want to go. Our advocates have the insight into the legal profession to identify changes necessary to increase profits and ensure longevity of the firm.

We have fostered close relationships with our legal clientele through our attention to their business...the attention you deserve.

In addition to our traditional services our law firm clients can benefit from our expertise in the following areas:

* Profitability analysis

* Cash flow projections

* Time and billing systems implementation

* Partner Compensation

* Financial management

* Billing and collection

* Technology consulting

* Partner buy-in and buy-out

* Financing and capitalization consulting

* Strategic planning

* Partner and employee benefits

* Trust and escrow funds

* Mergers and acquisitions

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Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Litigation support

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Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Other Services

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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