Jeffrey M. Klein, CPA
Senior Accountant and Financial Consultant | Audit and Tax | Accounting and Financial Reporting | Forensic Accounting and Litigation Support

Mr. Klein is a Certified Public Accountant with over three decades of diverse experience spanning public accounting, corporate finance, and independent consulting. As the principal of his Atlanta-based firm, he provides interim and project-based financial leadership to organizations in need of seasoned accounting expertise. His practice includes assignments in tax preparation, financial reporting, auditing, forensic accounting, and strategic advisory services.

Mr. Klein began his career in the real estate division of Price Waterhouse & Company, where he developed a strong foundation in audit and compliance under GAAS and GAAP. He later served as Controller for InterMark Financial Corporation, a personal lines insurance brokerage agency, where he led the design and implementation of financial reporting systems and managed cross-functional finance and administrative teams. At Kaiser Permanente, he distinguished himself as a financial analyst in the Financial Planning and Analytical Services Group, contributing to the development of automated reporting systems, managing complex data analytics in a data warehouse environment, and preparing critical financial reports, including IBNR accruals and Department of Insurance exhibits.

In 2007, Mr. Klein launched his own practice, bringing his corporate and public accounting expertise to a wide variety of clients. His ability to quickly adapt to different business environments makes him a sought-after consultant for short-term and high-impact financial projects.

Mr. Klein holds a BBA in Accounting from Georgia State University, as well as a Master of Taxation degree from the same institution. He is a longtime member of both the American Institute of Certified Public Accountants and the Georgia Society of CPAs. He also holds real estate and insurance licenses in the State of Georgia.

With a reputation for integrity, accuracy, and strategic insight, Mr. Klein offers a trusted partnership to businesses navigating today’s complex financial landscape.