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BOSTON | NEWPORT | PROVIDENCE | SHANGHAI | WALTHAM KAHNLITWIN.COM Providing Outstanding Client Service

Providing Outstanding Client Service - Kahn, Litwin · Providing Outstanding Client Service •Kahn, Litwin, Renza & Co., ... Larry Kahn • 1983 – Alan Litwin ... Steve Loffredo

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  • BOSTON | NEWPORT | PROVIDENCE | SHANGHAI | WALTHAM

    KAHNLITWIN.COM

    Providing Outstanding Client Service

  • Kahn, Litwin, Renza & Co., Ltd.

    KLR Executive Search Group, LLC

    KLR Wealth Management, LLC

    Envision Technology Advisors, LLC

    OUR Firm

  • Founded in 1975 Larry Kahn 1983 Alan Litwin Kahn, Litwin & Co., Ltd. Vision -- to assist clients grow by giving sound business advice. Mergers:

    Jack Renza Strengthen Healthcare niche Frank Monti CPA NFP Niche Casten & Victor Newport Daniel J. Ryan CPA Reputation SSF Boston marketplace Fay & Associates Small business Freshman & Ferraro International Depth / Boston

    Currently 200+ employees; 15 Shareholders Five offices; Boston; Newport; Providence; Shanghai & Waltham

    History

  • One Firm; Five Locations

  • The mission of KLR is to provide the highest quality accounting, tax and advisory services. Each member of the firm will constantly strive to exceed client expectations in all instances, by stressing timely, personalized service utilizing the latest in technological innovations.

    The vision of KLR is to be the premier, New England-based

    regional CPA firm. We are a firm of innovative and experienced professionals that

    anticipate our clients needs. We listen, roll up our sleeves and deliver solutions to help our clients achieve their goals.

    Mission, Vision and Value

  • LEA Proven Global Network

    LEA Global offers clients: Access to the best and brightest business advisors in the US and

    around the world A leading knowledge resource for multi-disciplinary information

    and industry-specific expertise Expanded accounting, tax and consulting services through a

    global network of firms

    Worldwide Network of Resources: 180+ Leading CPA Firms

    100+ Countries 16,640 Professional Staff

    2,056 Partners 586 Offices Worldwide

    $2.9 Billion in Total Revenues

  • Market Leadership Long-standing relationships with professionals (attorneys, bankers,

    etc.) Largest Firm In RI 3 largest in New England (Blum, Berry Dunn) Top 20 Boston Top 100 in Country - 92 Diverse Service Offerings

    Strong Group of People

    Low Turnover Best Accounting Firm in Country BPTW ten years in a row Best & Brightest KLR University

    Strengths

    Loyal, Highly Successful Client Base

    Community Profile

    220 NFP clients Participate on over 100

    boards/committees

  • Awards & Honors - Leadership

  • Firm Revenue millions

    $18.4

    $26.1 $27.6

    $31.0 $31.3

    $35.3 $36.1 $39.6

    0

    5

    10

    15

    20

    25

    30

    35

    40

    45

    2008 2009 2010 2011 2012 2013 2014 2015

  • Alliances

    Payroll

    Employee Benefits

    M&A

    Health Insurance

    Financial

    Business

    Accounting & Assurance

    Tax Planning & Compliance

    International Tax

    State & Local Tax

    Business Valuations

    Individual

    Tax Planning & Compliance

    Financial Planning

    Wealth Strategies

    Affiliates

    Envision

    Technology Advisors

    KLR Executive Search

    KLR Wealth Management, LLC

  • Diverse Client Base

    Healthcare Manufacturing & Distribution Not-for-Profit / Education Professional Service Life Sciences Private Client Services (PCS)

    Law Firms Hospitality Real Estate & Construction Retail PE/VC Technology Start-up & Emerging

    Other industries: Advertising Automotive/dealerships Finance & Insurance

  • Our Team

  • Vertical Champions

    Alan Litwin / Loree Dubois

    Healthcare

    John Surrette

    PE/VC

    Patrick Martin

    Not-for-profit

    Laura Yalanis

    Hospitality

    Anthony Mangiarelli

    Emerging Business

    Dave S / Dave D

    PCS

  • Shareholders

    Alan Litwin Mike Tousignant Peri Ann Aptaker Henry Silva

    Paul Oliveira

    Claire Iacobucci

    Norman LeBlanc

  • Shareholders

    Anthony Mangiarelli

    John Surrette Laura Yalanis Loree Dubois

  • Shareholders

    David Shuman Dave Desmarais

  • Shareholders

    Dick Freedberg Meyer Levy

  • Accounting / Auditing

    Michael Tousignant Henry Silva Claire Iacobucci Meyer Levy

    Anthony Mangiarelli John Surrette Keith Leduc

  • Small Business and Emerging Business Group

    David Ogilvie Henry Silva Kim Bevevides

  • Tax

    Paul Oliveira

    Bob DAndrea Bob Victor Dan Ryan

    Norman LeBlanc Laura Yalanis Loree Dubois

  • Tax

    Stephen Fay Dave Desmarais Yasmin Causer

    Fred Corso

    Ken Freshman

    Dede Labonte Mitchell Halpern

  • Global Tax Services

    Fred Corso Ken Freshman Paul Oliveira JoAnn Ferraro

  • Private Client Services (PCS)

    Dave Desmarais David Shuman Yasmin Causer

    Dede Labonte Mitchell Halpern

  • Not-for-Profit Services

    Patrick Martin

    Michael Tousignant

  • Paul McVay

    State & Local Tax

    Norman LeBlanc

  • Business Valuations

    Peri Ann Aptaker Bob Davies Karen Rice

  • Internal Management

    June Landry Principal, Director of

    Marketing

    Steve Loffredo HR Director

    Lynn Baril CTO

    Christopher Mordas CFO/COO

  • IT Team

    Lynn Baril CTO

    Jose Ramos

    Jennifer Megna

    Andy Ward Ronaldo Molina

  • Marketing Team

    June Landry

    Principal, Director of Marketing

    Ashley Brown

    Digital Marketing Manager

    Katherine Trifero, Marketing Intern

    Kathleen Leavenworth

    Journalist Associate

  • BD / Sales Process

    June Landry

  • Peri Ann Aptaker, Managing Director

    Craig Dumas, COO/CCO

    Dean Goodwin, Insurance Consultant

    Cindy Kenney, Client Service Associate

    http://www.klrwealth.com/

  • Michael Tousignant Jason Medeiros

  • Services:

    Networking Solutions

    Virtualization

    Support

    Consulting

    Proactive maintenance

    Security

    Web

    Design

    Database and.NET development

    Online traffic generation

    Logo and brand design

    Other design services

    Website hosting

    www.envisionsuccess.net

    Todd Knapp Phil Magnuszewski Jeremy Girard

    http://www.envisionsuccess.net/

  • Receptionists:

    Jazmin Alba - Providence Jane Tekeian - Waltham Taryn Bryant - Boston

    Key information . . .

  • Audit Admin: Jennifer Martel, Supervisor Cindy DeCorpo, Providence Kim Bolton, Providence

    Key information . . .

  • Tax Admin: Kim Ford - Supervisor Ellen Archambault - Waltham Amanda Mariorenzi - Providence

    Key information . . .

  • Tara Zahn-Parillo Partners/Facilities/Benefits Danielle Bileau Senior Accounts Payable/Receivable Anne Marie Savage Boston / Office Supervisor Kristen Ferreira Accounting Manager Tara Jackvony Practice Management / General Office Assistant Josephine Kacoyanis General Office Assistant (Waltham)

    Key information . . .

  • Annual Summit November Birthday Celebrations Monthly Quarterly Staff Meetings Quarterly Socials Summer Outing Intranet / Internet E-newsletter

    Happenings . . . Intranet

  • Blogs

    Resource Center

    Whitepapers

    Articles

    News

    Video

    Enewsletter

    Content

    http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRw&url=http://www.damiestechnologies.com/web-graphic-design.html&ei=FgqjVPWTDYW0ggSKu4GACg&bvm=bv.82001339,d.eXY&psig=AFQjCNE_2U42GyF4JmWu0EU6qyIe-hrodA&ust=1420057369374969

  • Update your

    profile KLR group Company Page Connect

    Social Media

    @KahnLitwinRenza Like / Share

    www.KahnLitwin.com Social Media Policy Be careful what you post