Every client gets a CFO, an Advisor and an Associate.
Not one overloaded contact. Three people with defined jobs — which is what makes proactive work possible instead of aspirational. From our Essential tier up, this is your team.
Reads your numbers, leads the strategy conversations, and oversees the tax plan. The person you talk to before a big decision, not after it.
Your main contact. Owns your written tax plan, your financial statements, and your annual return. The one who answers within two business days.
Keeps the books clean, payroll running, and filings on time. The reason your numbers mean something when the CFO reads them.
Meet the team
Nate took on his first Direct Primary Care practice in 2021 and turned the whole firm toward Direct Care in 2024 — DPC, functional and integrative medicine — and the movement treats him as one of its own. He speaks at Direct Care conferences, writes books for practice owners, and hosts a podcast and monthly webinars teaching physicians the side of medicine nobody taught them: how to price a membership, when the S-Corp election actually pays, what a second provider really costs, and which four numbers to read every month. His team has identified $3.16M in tax savings across 70 tax plans. He will talk to you like a business owner, because that is what you became the day you opened your doors.
Drew is a licensed CPA in NC bringing several years of tax management experience to the firm. He has worked with both small businesses and large multi-state & multi-national corporations. He has held the position of Tax Manager at a Top 10 firm and holds a master's degree in accounting specialized in taxation.
Leslie brings over a decade of experience as a strategic problem-solver and leader to Goodman CPA, where she ensures excellence in client service and operational efficiency. With a background in public relations and policy advising, Leslie has managed complex client and team needs. Known for her proactive approach and innovative solutions, Leslie's expertise keeps Goodman CPA running smoothly, allowing our team and clients to thrive.
Baxley brings several years of finance experience to the firm. He began his career in New York City working with Deloitte in business valuation. Since then he has held roles with a hedge fund, private equity fund, and in FP&A (Financial Planning & Analysis) with a large healthcare organization. He is a licensed CPA in Alabama and holds a MAcc (Master of Accountancy) from Vanderbilt University specializing in finance & accounting.
As an Advisor, John works closely with clients to implement tax strategies and ensure financial accuracy throughout the year. He is passionate about helping business owners strengthen their financial position and plan for long-term success. He holds a Master of Accountancy from Western Carolina University and is currently pursuing his CPA licensure.
Machelle supports clients with tax planning, advisory, and accounting services as part of the Goodman CPA team. She brings over twenty years of experience in public accounting, serving small and mid-sized business owners and individuals with strategic tax guidance, compliance, and consulting. Machelle earned a bachelor's degree in accounting from Northwest Missouri State University and is a CPA based in Iowa.
Kaitlyn is a licensed CPA in Arizona with a bachelor's degree in accounting from Arizona State University and is a member of the Arizona Society of CPAs. She previously worked in public accounting, overseeing tax provisions, tax preparation and planning for high-net worth individuals, trusts, mid-sized to multi-million-dollar businesses and not-for-profit entities.
Kelly supports clients with detailed accounting and financial reporting services as part of the Goodman CPA team. Prior to joining the firm, she gained experience in public accounting, overseeing general ledger activity, month-end close, financial reporting, and tax preparation for both individuals and businesses. Her background includes improving internal controls, enhancing cash flow management, and supporting strategic financial decision-making. Kelly earned both a bachelor's degree in business administration and an executive master's degree in accounting from Florida Atlantic University. She currently lives in Florida.
Jing is a licensed CPA in Texas and Vermont and holds a Master of Accounting degree. She has extensive experience in accounting, financial reporting, payroll, and tax compliance, serving both nonprofit organizations and businesses. Jing is dedicated to providing accurate, reliable accounting services and helping clients achieve their financial goals.
Candi supports clients with accounting and financial reporting services as part of the Goodman CPA team. Prior to joining the firm, she gained experience in public accounting, corporate accounting, financial operations, supporting account reconciliations, general ledger activities, and financial reporting. Candi is dedicated to providing accurate, reliable accounting services while helping clients achieve their financial goals.
Coreen joins the firm with a proven track record of exceptional support to high-level executives, excelling in managing complex schedules and handling confidential information with discretion. Her proactive approach and excellent communication abilities ensure smooth operations and enhanced productivity.
Matt is a Client Relationship Manager at Goodman CPA, bringing experience in sales, marketing, and data analysis to the firm. He has worked with small businesses across industries, helping them implement digital tools and strategic outreach to drive growth. He has held sales roles at national organizations, and holds a bachelor's degree in Computer Information Systems.
Ashley brings over a decade of leadership and administrative expertise to her role at Goodman CPA. Known for her attention to detail and organizational strength, Ashley excels in managing office operations, coordinating teams, and streamlining communication across departments. Her proactive approach and proven ability to support partners and staff in fast-paced environments make her an integral part of the firm's day-to-day success.
Formerly an ICU nurse, Mackenzie brings strong organizational skills, attention to detail, and a people-first mindset. She enjoys creating systems and experiences that help teams feel supported and connected.
Leveraging her background in education, Ruth adeptly manages communication, organization, and interpersonal dynamics as the People & Culture Assistant at Goodman CPA, bringing a teacher's meticulous planning and empathetic approach to the corporate setting.