Harvey A. Goldstein's Page

Hello my name is Harvey Goldstein. I’ve been a practicing CPA for a very long time. I used to be the managing partner one of the largest CPA firms in Southern California. I’ve had quite a great professional successful career.

In 1980s I had the good fortune of being appointed by President Ronald Reagan to his National Productivity Advisory Committee. Our game plan was to provide suggestions to the president on how to improve the productivity of the United States.

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I have been a managing partner of an accounting firm for over 30 years. During the course of that 30 years I have had many conversations within the firm on how our firm can differentiate itself from others.

We have spent many hours wracking our brains out to figure out what the distinguishing factor is. As you know accounting firms do bookkeeping, tax returns reviews and audits typical historical analysis of the past. Is our audit or bookkeeping better than all others. Does the client know the… Continue

I have spent a great deal of my professional career in the management field. As a result of being in management I have come to believe that planning for the future is an absolute necessity. Unfortunately too many accountants are NOT used to looking ahead. Its not in their training. But who is best to help entrepreneurs plan for their future. YOU ARE! Therefore I am providing you a tool at NO CHARGE to get started in the planning process. Its The One Hour Forecast. SEE… Continue

Quite a Difference.
A company recently asked us to convert their basic profit and loss budget, which they had prepared in an Excel spreadsheet, into a full financial forecast with cash flows and balance sheets.
Utilizing our proprietary software package, Up Your Cash Flow XT2-2009, we mapped their numbers from their Excel document and into our program and ran the analysis. However, when we completed the task, our numbers simply would not reconcile to their spreadsheet budget. In fact, the… Continue

When you’re getting ready to take a vacation, the first thing you do is contact your travel agent to help you plan the vacation. Or, you read brochures, contact friends for ideas, make transportation plans, book hotels and start selecting sights to see. A major effort is spent on planning for this special time.

But when it comes to your business, do you spend the time to plan for profitability and cash flow? It is interesting how individuals will plan and prepare for their vacation but how litt… Continue