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why work with us

Become future ready.

At KLR, we are your trusted business partners and an extension of your family, dedicated to understanding the unique needs of your family-owned business. We take the time to learn about your vision and challenges, offering personalized guidance to help you achieve your goals. Whether you're planning your next big move, preparing for succession, or seeking reliable business advice, we are here to support you every step of the way. 

Practice Leader(s)

Your family’s legacy is important to us, and we’re dedicated to helping it thrive for generations to come.

Our approach is simple: we show up, answer the phone, and stay by your side, providing honest, thoughtful advice to help you make informed decisions for both your business and your family.

Our Approach

Experience Matters

At KLR, we have a long history of working with family-owned businesses, starting with some of our first clients and continuing to support them through transitions to the next generation. As a business owner, you understand the importance of trust in your advisors. At KLR, we’ve built that trust by offering reliable, accessible service and delivering insights grounded in deep expertise. 

Read Anthony's impact story to learn more about our team why choosing the right partner makes all the difference.

Read More

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.

Contact our Team
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