Partner
Current
Sep 2016 - Present
AeroLeads people directory · profile
Shelby Klein Email & Phone Number
CPA Practicing in the Milwaukee Area
at
Simply Balanced Accounting
1 work email found
@simplybalancedmke.com
1 phone found area 414
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CPA Practicing in the Milwaukee Area
Location
Milwaukee, Wisconsin, United States
Company size
Who is Shelby Klein? Overview
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Quick answer
Shelby Klein is listed as CPA Practicing in the Milwaukee Area at Simply Balanced Accounting, a company with 2 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at simplybalancedmke.com, phone signal with area code 414, and a matched LinkedIn profile for Shelby Klein.
Shelby Klein previously worked as Partner at Simply Balanced Accounting and Supervisor at Ritzholman Cpas. Shelby Klein holds Bba, Accounting, Finance & Real Estate from Lubar College Of Business.
Company email context
Email format at Simply Balanced Accounting
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{first}@simplybalancedmke.com
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AeroLeads found 1 current-domain work email signal for Shelby Klein. Compare company email patterns before reaching out.
Profile bio
About Shelby Klein
I am a CPA with more than 10 years of accounting experience helping small businesses and individuals with their accounting and tax needs. I have business degrees in Accounting, Finance and Real Estate from the University of Wisconsin - Milwaukee and always dreamed of self employment. In September of 2016, I fed my entrepreneurial spirit and started my own practice, a boutique accounting firm by the name of Simply Balanced Accounting.I specialize in working with small closely-held businesses, as well as the individuals associated with those businesses. I offer individual, business and non-profit tax preparation, bookkeeping services, financial statement preparation, tax planning and other consulting. I pride myself in taking a collaborative client approach and strive to save my clients time, stress and money.Specialties: tax, tax planning, tax return preparation, sales tax, payroll reporting, accounting, bookkeeping, compilations, financial statements, financial analysis, QuickBooks, small businesses, divorce, start-ups, certified public accountant
Listed skills include Tax, Accounting, Small Business, Income Tax, and 11 others.
Current workplace
Shelby Klein's current company
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Simply Balanced Accounting
4 roles
Shelby Klein work experience
A career timeline built from the work history available for this profile.
Supervisor
Founded in 1957, RitzHolman CPAs is a full-service accounting and consulting firm. As one of southeast Wisconsin’s top 25 accounting firms, RitzHolman CPAs advises businesses, nonprofits, individuals and trusts on tax, accounting and financial management strategies.
Jan 2010 - Sep 2016
Controller
Mii Equipment, Inc
MII Equipment, based in Milwaukee, Wisconsin, is a producer of material handling equipment, dock equipment, floor-mounted safety equipment, ergonomic equipment and other products to serve the needs of industrial customers
Jul 2009 - Nov 2009
Financial Intern
STRATTEC SECURITY CORPORATION, headquartered in Milwaukee, Wisconsin, is one of the world's largest producer of automotive locks and keys. STRATTEC designs, develops, manufactures and markets mechanical locks, electronically enhanced locks and keys, and ignition lock housings; access control products, including latches, power sliding door systems, power.
May 2007 - Jan 2009
2 education records
Shelby Klein education
Bba, Accounting, Finance & Real Estate
High School, General Studies
South Milwaukee High School
FAQ
Frequently asked questions about Shelby Klein
Quick answers generated from the profile data available on this page.
What company does Shelby Klein work for?
Shelby Klein works for Simply Balanced Accounting.
What is Shelby Klein's role at Simply Balanced Accounting?
Shelby Klein is listed as CPA Practicing in the Milwaukee Area at Simply Balanced Accounting.
What is Shelby Klein's email address?
AeroLeads has found 1 work email signal at @simplybalancedmke.com for Shelby Klein at Simply Balanced Accounting.
What is Shelby Klein's phone number?
AeroLeads has found 1 phone signal(s) with area code 414 for Shelby Klein at Simply Balanced Accounting.
Where is Shelby Klein based?
Shelby Klein is based in Milwaukee, Wisconsin, United States while working with Simply Balanced Accounting.
What companies has Shelby Klein worked for?
Shelby Klein has worked for Simply Balanced Accounting, Ritzholman Cpas, Mii Equipment, Inc, and Strattec Security Corporation.
Who are Shelby Klein's colleagues at Simply Balanced Accounting?
Shelby Klein's colleagues at Simply Balanced Accounting include Drew Faust, Cpa.
How can I contact Shelby Klein?
You can use AeroLeads to view verified contact signals for Shelby Klein at Simply Balanced Accounting, including work email, phone, and LinkedIn data when available.
What schools did Shelby Klein attend?
Shelby Klein holds Bba, Accounting, Finance & Real Estate from Lubar College Of Business.
What skills is Shelby Klein known for?
Shelby Klein is listed with skills including Tax, Accounting, Small Business, Income Tax, Tax Returns, Financial Statements, Auditing, and Financial Reporting.
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