Barry Klein, CPA

Partner in Charge of ERISA Audits

Barry, with 30 years of accounting experience, provides auditing, tax and consulting services to companies in technology, manufacturing, multi-unit retail business, healthcare, professional services, and wholesale distribution. He has been with BNKJ for 26 years, and leads the firm’s ERISA audit and assurance consulting group, performing retirement plan audits for clients ranging in size from 100 to 15,000 participants with assets in excess of a billion dollars, including private and public companies.

Barry’s approach to serving his clients is to always stay on top of new developments and issues that could impact his clients, address any possible issues before they become problems, and identify good opportunities early. By being a trusted business partner who is proactive and intimately knowledgeable of his clients and their business and personal interests, Barry provides more than just tax and audit services to the many closely held businesses he helps. He constantly and consistently looks for ways to help his clients, providing consulting advice and helping his clients be more efficient, improve their operations and increase profits.

An active leader in the business community and frequent speaker on various accounting topics, Barry serves as treasurer and board member of the Atlanta Chapter of the American Society of Pension Professionals and Actuaries (ASPPA) and sits on the board of the Atlanta Chapter of Worldwide Employee Benefits (WEB). He is a member of The American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), the Clarity business group and VirtualBoard.

Originally from Pretoria, South Africa, Barry worked as a Chartered Accountant at a prominent firm in his native country after earning his Bachelor of Accounting Science and Masters in Accounting degrees from the University of South Africa. It wasn’t all accounting in those days though – Barry played both soccer and cricket at the AAA level before immigrating to the U.S.

Today, Barry and his family live in Atlanta, Georgia. He is an avid sports fan who enjoys playing soccer, cycling and working out as much as he enjoys helping individuals and businesses save on their taxes and strengthen their financial position. He volunteers on the board of Atlanta Group Home and participates in charity cycling events. All that physical activity creates a strong need for nutrients, which Barry is happy to fulfill with a side interest in fine cuisine.