B2B Transitions
 dba William Klein Consulting

Accounting and finance advisory services and strategies for small privately owned businesses

Expertise in construction trades and real estate development 

a CFOs2Go Partner



Accounting and financial advisory services range from recommending and implementing basic accounting systems, processes and controls, to preparing for and transitioning from in house or outsourced bookkeeping to a Controller or CFO.  Also, our consulting services can include design of key performance indicators specific to the needs and preferences of management. 

Compliance strategies go beyond tax returns to provide a cost effective way to ensure your company is in compliance with applicable legal regulations and with requirements of lenders and other stakeholders.

Exit strategies focus on how to transition out of a privately owned business while preserving wealth.