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
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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 D’Andrea 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
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
• 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
• Update your
profile • KLR group • Company Page • Connect
Social Media
@KahnLitwinRenza Like / Share
www.KahnLitwin.com Social Media Policy – Be careful what you post
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