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why work with us

Become future ready.

At KLR, we treat your business like family—because it is.
We understand that family-owned businesses have unique dynamics, goals, and challenges. That’s why we take the time to get to know your story, your values, and your vision for the future. Whether you're mapping out your next big move, planning for succession, or just need a trusted sounding board, we're here with personalized advice and steady support every step of the way.

Practice Leader(s)
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Featured Case Study

Family-Owned Business Willow Tree Navigates Tax Strategies, Operational Efficiency and Succession Planning

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Helping You Build, Grow, and Pass on What Matters Most.

Our approach is simple—we show up, we pick up the phone, and we’re with you for the long haul. You can count on us for honest, thoughtful advice that helps you make smart decisions—for your business and your family.

Our Approach

Experience Matters

Family-owned businesses have been at the heart of KLR since the beginning. Some of our very first clients were family-run, and we’re proud to have supported them through every stage of growth—including passing the torch to the next generation. 

As a business owner, you know how important it is to have advisors you can truly trust. At KLR, we earn that trust by being accessible, reliable, and bringing deep expertise to every conversation.

Read Anthony’s impact story to see how the right partner can make all the difference.

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Our Services Include

Partnering with KLR goes beyond meeting basic needs—it’s about having a committed advisor who is truly invested in the growth and success of your business. We take the time to understand your goals, anticipate challenges, and provide customized solutions that drive meaningful results.

Tax Planning, Compliance & Advisory

Business Consulting & Strategy

Financial Statement Preparation & Reporting

  • Monthly/Quarterly Financial Statements
  • Financial reporting including audits, reviews and compilations.
  • Profitability, Working capital & Cash Flow Analysis
  • GAAP Compliance & Regulatory Reporting
  • Internal Control & Audit Readiness
  • Business Valuations
  • Personal Financial Reporting & Analysis
  • Budgeting & Forecasting for Family Wealth
  • Audit Preparation

Outsourced Accounting, CFO Services, Recruiting and Employee Benefits

Ready to Talk?

KLR can help you build lasting success for generations to come.

Schedule a Discovery Call
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