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Employee Benefit Plan Audits - First Time Audit

Software Company Achieves a Clean Report and Improved Controls with KLR’s EBP Audit Team

International Tax - Cross Border Tax Planning

How KLR Helped a Couple in Switzerland Reduce Their U.S. Taxes and Plan for Their Future

SALT - Nexus Studies

Manufacturing Company Uses KLR SALT Services to Save Over $400K in Penalties and Generate Tax Savings

Executive Search - Leading Change

Placing a Transformational CEO for a Regional Bank

Executive Search - Elevating Leadership

Transforming Finance Leadership for a PE-Backed Portfolio Company

SOC - Securing Client Trust

Building Client Trust and Unlocking Growth with a SOC 2 Audit

Cost Segregation Studies

Manufacturing Company Unlocks $960K in First-Year Tax Savings through Cost Segregation

R&D Payroll Tax Credits

How KLR Helped a Biotech Startup Unlock $20k of Missed Payroll Savings

R&D Tax Credit Study

SaaS Company Secures 6-Figure Federal and State Tax Credit Saving

CFO Advisory + Outsourcing – Streamlining Financial Operations

Environmental Pools experiences a 20% increase in profits ($20 million to $24 million) after working with KLR CFO Advisory + Outsourcing

CFO Advisory + Outsourcing – Boosting Profitability

Construction Company Increases EBITDA 100% in One Year to Secure $30M Sale to Private Equity

CFO Advisory + Outsourcing - Preparing Business for Sale

KLR CFO Advisory + Outsourcing Prepares HVAC Construction Company for Sale

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