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Allan C. Klose

Managing Director

Phone: 602.650.6272
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Overview

Allan is a Shareholder and Managing Director in the Phoenix office. He has extensive experience assisting clients from small development stage companies to large international organizations with a variety of accounting issues.  

Allan spends a substantial portion of his time serving not-for-profit organizations. He has extensive experience assisting clients with a variety of accounting issues including contribution revenue recognition and the reporting of endowments. Allan also has specific expertise working with the real estate industry, including providing services to single-family home builders, multi-family property developers, real estate investment funds, hospitality developers and managers, commercial property developers and others within the industry. In addition, he serves clients in the general commercial and financial services industries. 

Along with assisting clients, he has served as an instructor both internally and externally in regards to the implementation and financial reporting for accounting topics.   Allan is the Phoenix Office representative on the firm’s National Revenue Recognition (Topic 606) and National Lease (Topic 842) Implementation Groups.  These groups are currently focused on helping private companies and not-for-profit organizations with the implementation of Topic 606 and Topic 842.

Education

Bachelor or Science, Accountancy - Arizona State University

Professional Designations

Certified Public Accountant (CPA) - Arizona

Community Involvement

Finance Committee Member - Duet Partners in Health & Aging

Professional Memberships

American Institute of Certified Public Accountants (AICPA)

Arizona Society of Certified Public Accountants (ASCPA)

Urban Land Institute (ULI) - Arizona

Speaking Engagements

It's Time to Prepare For the New Leasing Standard, Financial Executives International - Arizona Chapter, October 2019

What You Missed at the AICPA Not-For-Profit Conference, CBIZ & MHM Seminar, September 2019

FASB Update, Institute of Management Accountants AZ Valley of the Sun Chapter, August 2019

How Not-For-Profit Organizations Can Prepare For the New Leasing Standard, Arizona Society of CPA's Not-For-Profit Conference, June 2019

 

Awards

Person to Know in Commercial Real Estate, AZ Big Media, 2019

Associated Offices

Phoenix - CBIZ MHM, LLC - Phoenix 4722 N. 24th Street
Suite 300
PhoenixAZ  85016
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