By David M. Desmarais
By Daniel M. Andrea
By Catherine Findlay
By Peri Ann Aptaker, Esq., CPA, CFP®
We are always ready.
We’re a team of deeply committed CPAs and business advisors who are focused on creating a positive experience and providing superior service. Our clients are the reason why we are successful and we dedicate all of our resources to keeping our clients happy and excited about partnering with us.
We are always ready to find new ways to help our clients achieve their goals; always looking for ways to strengthen their businesses and provide them with more time to enjoy life. ... It's what we do!
Meet our team
– Robert Allen
Efficiency is the name of the game when it comes to internal technology, and we’re always on the look-out for new technology that will allow our colleagues to provide the best client service, help our firm grow, and most importantly protect our clients’ data.
Our team works with you to develop a game plan for the strategic, financial and business challenges you may face. Our affiliate company KLR Outsourcing provides interim and fractional CFO's with the unique experience required for each growth stage of your business.
Our offices are strategically located in Boston, Newport, Pawtucket, Providence and Waltham. These locations allow us to maintain the accessibility of a regional firm, while delivering the resources and experience of a national one.
We have a team of professionals who spend all day, every day searching for talent. Our affiliate company KLR Executive Search Group takes great pride in helping companies select, develop, and on-board future leaders. Our team is comprised of executive search professionals who possess significant industry knowledge and key relationships.
Between investments, insurance, college savings and retirement planning, you have a lot to consider as you work to meet your life goals. We have developed consulting expertise in the Financial Services area and have formed our affiliate company KLR Wealth Management, LLC serving as an umbrella organization for KLR Investment Advisors, LLC and KLR Insurance Advisors, LLC.
We offer technology solutions that drive your business forward. Together with our affiliate company, Envision Technology Advisors, we help you get the most out of your technology investments. Envision is one of the premier technology consulting companies in New England and they offer our clients a wide range of services that go beyond what other technology companies can provide.
Our client centric approach, our dedication to the communities in which we work and live and our commitment to providing our colleagues with the tools to be successful is how we make an impact.
KLR's 2021 Net Promoter Score (NPS) of 85 defines our firm as world class when it comes to client satisfaction. The average in the accounting industry is 38%.
“Every day is the opportunity for a better tomorrow.”
At KLR, we pride ourselves on the trust we uphold in all areas of our business, but don’t take our word for it…let our clients tell the story.
Contact us today