Press Release: William Klein joins CFOs2GO

CFOS2GO Welcomes Bill Klein as New Partner

Bill KleinWe have announced a number of new partners in the last several months, and I am pleased to announce yet another partner has joined CFOs2GO, Bill Klein. But before I introduce Bill I want to explain our expansion strategy. We have always taken pride in being committed to expertise, agility and trust. As we examined our firm during our year-end review we saw some gaps, both in financial specialization and industry coverage. The new partners and areas of focus are the result of our aggressively seeking the best people who shared our goals and culture of client focus. I hope you agree that we are making excellent strides with our industry specialization including banking, non-regulated electronic transactions, healthcare, life sciences, cleantech and now real estate development and construction. And how about the new financial areas of focus we’ve added this year, including balance sheet management, turnarounds & crisis management, and financial planning & analysis? Please let me know what you think and if there are some specialty areas we should add, please tell me this as well.

With that said, let me introduce Bill Klein as leader of our new Real Estate Development and Construction practice. Bill grew up in a family of builders and gained on-the-job training working with this father and grandfather before studying engineering. He has worked in the field with various construction trades doing everything from fence building to home building and remodeling, to high voltage electrical work, to underground construction on a major freeway project. His financial expertise is extensive including having been a real estate development and construction controller and CFO.

He has significant experience dealing with all facets of accounting and financial management and has particular expertise in bank and private financing, project budgeting, investor waterfall modeling, construction cost accounting, internal controls, reporting, and project management. Additionally Bill has legal training and formerly practiced law giving him unique insights into licensing, contract review and mechanics liens.

Bill has that rare combination of on-the-job savvy and the calm authenticity required to deal with the business needs of investors, lenders, auditors, insurance and bonding companies, subs and primes, customers and vendors. He understands the pain points that developers and contractors experience and enjoys providing solutions through analysis and process improvement. He will provide business advisory services and financial consulting for both large and small developers and contractors. Bill can be reached at (925) 299-4450 or



CFOs2GO provides financial expertise on an interim and consulting basis and recruitment for direct hire positions to clients nationwide and internationally from offices in the San Francisco Bay Area and Silicon Valley. Our team is hand-picked from practicing CFOs with an average of 25 years of experience across a broad range of industries and practice areas, including expertise in International Business, Treasury Management, Corporate Finance, Enterprise Risk Management, SEC Reporting, Financial Modeling and Analysis, Project Management, Succession Planning, Startups, Equity Crowd Funding, Turnarounds and Bankruptcy, Strategic Planning, Corporate Restructuring, Cleantech and Financial Services. CFOs2GO is designed to produce significant client value through a interweaving of both consulting and recruiting capabilities, each supporting and enhancing the other.


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