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John E. Surrette, Jr. , CPA, CFE, MBA, CM&AA

Partner, Audit Services Group

"To me, practicing public accounting for anyone other than a firm like KLR is unthinkable. We have a very diverse group of clients and the resources to tackle any problems they may face. If I haven’t personally dealt with a particular issue, I know one of the 250 people standing behind me has."
 

Background

Experience:

  • Over 17 years of experience in public and private accounting
  • Chair of the Private Equity and Venture Capital Services Group
  • Co- Chair of the Renewable Energy Services Group
  • Works closely with private equity and venture capital firms in meeting both back office and portfolio company needs
  • Assists clients looking to obtain debt and equity financing
  • Experienced in assisting clients in evaluating investment opportunities as well as hands on experience during the pre and post transaction process
  • Audit and consulting experience with clients in a variety of industries including renewable energy, private equity, construction, casino gaming, auto dealerships, manufacturing, distribution, forensic accounting and employee benefit plans
  • Assists clients in complying with the provisions of Sarbanes Oxley and the evaluation of internal controls, fraud examination and forensic accounting engagements

Education

  • Bachelor of Science in Business Administration, University of Rhode Island
  • Master of Science in Business Administration, University of Rhode Island
 

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Association of Certified Fraud Examiners (ACFE)
  • Association for Corporate Growth (ACG), Chapter Vice President
  • Alliance of Merger and Acquisition Advisors (AM&AA)
  • ACG Deal Hunters, past committee member
  • Turnaround Management Association (TMA), Past Chapter Chair
  • Leadership Rhode Island 2010 Zeta II Class
  • Providence Business News 2012 40 Under Forty
  • TryRI, past Co-Chair
  • Providence College, past adjunct professor
  • Johnson & Wales University, past adjunct professor
 

Community

  • RENEW Energy Initiative, past board member and training committee chair
  • Leukemia and Lymphoma Society, RI Chapter, past nominating committee member, past vice president of the board of trustees
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