A calm and seasoned, steady hand at the financial helm of development and construction projects

Bill has more than 30 years of professional experience in industry sectors that include real estate development, construction, manufacturing and commercial, residential and industrial real estate transactions and management.  His key success factors include his ability to develop and maintain relationships with owners, investors, lenders, CPAs, attorneys and other critical advisors.  He is a process design and implementation expert with the courage to expose hard truths and craft effective solutions.

He grew up in Falls Church, Virginia and attended Virginia Tech, studying electrical engineering.  During the Vietnam conflict, Bill served in the Navy working aboard ballistic missile submarines.  He holds a Bachelor’s Degree in Business from the University of South Carolina, a Master of Business Administration from the University of Phoenix and a law degree from Golden Gate University where he was elected president of the Phi Alpha Delta law fraternity and finished school a semester ahead of his classmates.

In his final year of law school, Bill wrote his thesis on how securities laws apply to real estate transactions in California, igniting his keen interest in bringing together the two latent areas of business and real estate.  His thesis led to his first job with a real estate development company.  Later Bill joined several colleagues in forming a development company that ultimately conceived and obtained approvals for Hiddenbrooke, a large residential community and championship golf course in Vallejo, California.  After selling his interest to his partners, Bill turned his attention to building a successful law firm handling real estate and construction transactions and litigation. He honed his skills as both an advocate and arbitrator and established legal precedent in the United States federal court system in a case involving a commercial real estate transaction.

Armed with a background in construction, business finance and real estate development, Bill returned to school to obtain a Master of Business Administration in accounting.  While in business school he formed and became CEO of a residential remodeling company, that turned profitable the first year and doubled the second.  His keen interest in corporate finance and accounting led him to spend the next 14 years handling the responsibilities of corporate controller and chief financial officer for various private companies in the construction and real estate development industries.

Bill has taken his broad background and experience into consulting, specializing in accounting, finance and operations advisory services for construction trades and real estate developers in the San Francisco Bay Area.  As a consulting CFO he understands the strategies involved in financing and managing both simple and complex projects.  He thrives in environments where his calm and methodical demeanor, often juxtaposed against chaotic and high pressure situations, achieves effective and lasting results.  Bill is a partner in CFOs2GO, a leading accounting and financial management consulting firm, and leads the Real Estate Development and Construction Practice Group.

Publications

Blogs

Newsletters

  • The Issue – Fall 2017In this issue, CFOs2GO Lead Partner of the Real Estate & Construction Practice, Bill Klein discusses the current housing market in the San Francisco Bay Area and why there is a persistent housing crisis. Read More
  • The Issue – October 2016"Contractors and Developers Beware" In this issue, CFOs2GO Partner and leader of our Real Estate Development and Construction practice previews the Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers, issued by the Financial Accounting Standards Board (FASB). Read More
  • The Issue – April 2016Crowd Funding in Real Estate - An emerging change in how people make investment decisions In this issue, CFOs2GO Partner Bill Klein discusses crowd funding within the Real Estate industry. He reviews the history of syndication, the roots of crowd funding, and what's new with the current Internet based processes and players. He offers valuable advise on the risks and advantages unique to the current iteration of crowd funding for real estate. Read More