Terry Klein

Terry became an irreplaceable part of our team from the day he walked through the company’s doors. His responsibilities include gathering and researching through records. At the end of each month, he makes sure that the client's financial documentation is complete and that there are no errors anywhere. 

Terry’s a complete workaholic. If something isn’t done right, he’ll spend hours trying to fix it, instead of putting it for the next day. He’ll even work overtime just to make sure everything is done right. His dedication to his craft is something that you really can’t find anywhere else! 

What’s great about Terry is that even though he does his job very well, he also has great communication skills and makes sure to discuss any kind of serious financial matter with his clients. Not only that, but he’s able to guide them on things they can do to ensure their accounts do really well in the long run! 

Because of all of that he’s able to build long-lasting relationships with our clients and make a name for the company.

During his free time, Terry likes to solve puzzles. Since he’s an accountant, he’s naturally good at solving problems. When he first tried puzzles, it was like the numbers were in puzzle form and it all just clicked! He found them super fun to do, so he made it a weekly tradition and now he and his family solve crazy puzzles every weekend!