Mr. Klein’s experience at Ciuni & Panichi, Inc. includes audit, review, and compilation services for a wide range of clients including manufacturers, distributors, and not-for-profit organizations, among others. His for-profit clients range in size from $1 million to $1 billion in annual revenues. He has also performed accounting and due diligence services for several clients involved in mergers and acquisitions and has a strong working knowledge of purchase price accounting and other issues relating to business acquisitions.
Mr. Klein is in charge of the firm’s Not-For-Profit Group. He has extensive experience in this market segment and with the accounting issues that directly impact 501(c)(3) corporations and other not-for-profit organizations. He is experienced in performing audits in compliance with Government Auditing Standards and generally accepted auditing standards. His work with many not-for-profit organizations, both as an auditor and as a board member, has enabled Mr. Klein to stay attuned to the specific needs of organizations in this market segment, and he has become a recognized expert in accounting for the activities of not-for-profit organizations.
He is knowledgeable on current and pending accounting pronouncements that affect his clients and has trained the firm’s professional staff, as well as members of the Ohio Society of CPAs, on such matters. He is a frequent speaker for the firm and the profession on technical topics and accounting issues.
His prior service to the community includes:
• Ohio Society of Certified Public Accountants – Member of Executive Board and Chairman of Audit Committee
• United Way Services of Greater Cleveland – Member of the Allocations Committee, the Community Investment Accounting Committee, and the Organizational Assessment Committee
• President of the Cleveland State University Business Alumni Board
• Canterbury Golf Club – Member of Finance Committee
Mr. Klein has passed both the FlNRA Series 7 General Securities Representative Examination and the FlNRA Series 66 Uniform Combined State Law Examination. Mr. Klein is licensed to sell securities as an lnvestment Advisor Representative in the State of Ohio
Mr. Klein can be reached at 216.765.6943 or by email here.