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Client Centric, It's who we are, It's what we do!

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

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"Money is not always easy to talk about, but with KLR's knowledge and resources, it became clear that I came to the right place."

– Robert Allen

Top-Tier Technology

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.

Innovative Culture

We welcome all colleagues’ suggestions for creative ideas to better our business. New ideas, innovative spirit and talent are the key components of our continued success in helping our clients and our firm grow.

Local & Accessible

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.

Executive Search

We have a team of professionals who spend all day, every day searching for talent. 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.

Wealth Management

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 KLR Wealth Management, LLC serving as an umbrella organization for KLR Investment Advisors, LLC and KLR Insurance Advisors, LLC.

Technology Consulting

We offer technology solutions that drive your business forward. Together with our sister 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.

Do you want to partner with a team that focuses on helping you achieve your goals?

Meet our team

KLR Makes an Impact

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.

We can't wait to get started. Let us help you achieve your goals. It's who we are; it's what we do.

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