Marshall A. SteinCPA

With more than 10 years of experience, Marshall focuses on providing accounting, assurance and consulting services to a wide array of clients, ranging from closely held companies to SEC registrants. Marshall’s work is focused in the commercial, construction, manufacturing and real estate industry sectors. Marshall has served numerous clients in the “growth” life cycle stage, including private-equity owned entities. Similarly, Marshall’s work with public companies has provided him with significant experience in SEC reporting and compliance with Sarbanes-Oxley Section 404. Furthermore, his employee benefit plan experience includes assurance and compliance services provided to defined contribution (including Form 11-K filers), defined benefit and health & welfare plans.

Education, Credentials and Special Training

  • Certified Public Accountant, North Carolina
  • Masters of Public Accounting, Clemson University, cum laude
  • B.S., Business Administration, Erskine College, magna cum laude

Civic and Community Activities

  • Triangle Family Services – Finance Committee
  • Leadership Raleigh Class 37
  • United Way

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Association for Corporate Growth
  • Carolinas AGC (Associated General Contractors)
  • Construction Financial Management Association
  • North Carolina Association of Certified Public Accountants