More Than an Accounting Firm

Your Financial Business Partner

Elevate your business with proactive tax savings advice, expert financial guidance, and clean books.

Our services

Goodman CPA is the end-to-end financial services partner you need

We have the expertise and best-in-class tools to get your business financials in order and give you the confidence that you’re maximizing tax savings.

Tax

Advisory Services

Comprehensive tax planning and preparation for individuals and businesses, ensuring you maximize savings and stay compliant.

Guidance

Fractional CFO Services

High-level financial strategy, cash flow management, and stakeholder support—giving you the expertise of a full-time CFO at a fraction of the cost.

Essentials

Bookkeeping & Payroll

Assisting businesses with account reconciliation, expenses, budgeting, and payroll, so you can focus on your business and customers.

Personalized Expertise at a Fraction of the Cost

Your dedicated team of experts

CFO

Your CFO will review your financials, oversee tax planning, lead CFO meetings, and support your team.

Advisor

Your Advisor will be your main contact, oversee financial statements, tax advisory, and strategy, review accounting, and prepare annual tax returns.

Associate

Your Associate will manage accounting, payroll, sales tax, and QuickBooks, handling transactions, reconciliations, payroll processing, and tax filings.

Success Stories

At Goodman CPA our team has uncovered millions in savings for our clients.

Our superstar financial team has helped countless businesses streamline financial operations and save big on taxes.

$14 Million+

Uncovered client savings

$1,500,000

strategic tax savings — last quarter

Success Story

The Goodman CPA team saved $30,907 in taxes and drove 148% growth for Wellspring.

"Working with Goodman CPA has brought clarity and confidence to our financial operations. If DPC is promoting "more than medicine" across the country, then Goodman CPA is certainly "more than accounting".

Success Story

Saved $22,000+ in taxes by uncovering new savings opportunities.

“Since working with Goodman CPA, we’ve saved over $22,000 in taxes which is something I hadn’t been able to do before. Goodman CPA helped me better understand my numbers and identify where I could be saving on taxes.”

Success Story

$24,000+ in tax savings

This DPC doctor no longer spends weekends worrying about books or taxes after partnering with Goodman CPA.

Success Story

Our expert team contributed to $78,404 in tax savings and increased net profit by over 1,681% year over year.

Challenge

Lack of financial clarity on project profitability, unresponsive accountants, and overpaying in taxes.

Solution

Provided CFO and tax planning services that enabled Re-Define Facility Cleaning to save over $78,404 in taxes, achieve an average annual revenue growth of 25%, and increase net profit by over 1,681% year over year.

Get connected with our team

Direct Primary Care

The DPC Financial Cockpit: The Numbers Every Owner Should Read Every Month

You didn’t leave the insurance system to spend your evenings squinting at spreadsheets. You left to practice medicine on your terms — and to build a business that holds up....

Direct Primary Care

The 4 Numbers That Tell You Whether Your DPC Practice Is Actually Growing

More members feels like growth. It is not always. In a subscription practice, the top line can climb while your take-home shrinks. The headline number hides the truth. To know...

Direct Primary Care

The Mid-Year Tax Review Every DPC Practice Should Run Before Q3

By July, you finally have real numbers. Six months of membership revenue. Six months of expenses. A clear read on where the year is heading. That makes now the best...