What KLR does

KLR (Kahn, Litwin, Renza & Co., P.C.) is a privately-held, partner-owned CPA and advisory firm founded in 1975 and headquartered in Providence, Rhode Island. The firm delivers professional services across accounting and assurance, tax, transaction advisory, employee benefit plan audits, SOC services, business valuation, international tax, state and local tax, R&D tax credits, cost segregation, private client services, and client accounting services — organized under four pillars (Advisory, Assurance, Tax, Technology). Industry specialization spans 11 verticals including healthcare, hospitality, life sciences, manufacturing, nonprofit, real estate, technology, and venture capital/private equity.

KLR operates three wholly-owned affiliate brands — KLR Executive Search Group, KLR CFO Advisory + Outsourcing, and Envision Technology Advisors — plus the recently added Restaurant Accounting Solutions unit, creating a multi-brand professional-services platform. The firm is a member of LEA Global (with CEO Paul Oliveira serving as Board Chair), supports international tax and cross-border engagements through offices in Lausanne (Switzerland) and Shanghai (China), and delivers U.S. services across eight domestic offices (expanding to eleven following the 2025 Sullivan Bille PC merger). KLR University provides 100+ internal training courses, and the firm has been recognized as a Best Place to Work in Rhode Island for 20 consecutive years.

The business model is engagement-based professional services billing against recurring client relationships, with no public pricing disclosure. GTM is partner-led and relationship-driven, complemented by content marketing, webinars, social media, and community/event participation. No external funding, PE/VC ownership, or public listing is present; growth is funded by partner capital and reinvested earnings and has been pursued via two completed acquisitions (Sullivan Bille PC in January 2025 and Restaurant Accounting Solutions in May 2026), plus Boston office expansion in 2026.

Name

KLR

Legal name

Kahn, Litwin, Renza & Co., P.C.

Website

https://kahnlitwin.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

251–500 employees

Short description

KLR (Kahn, Litwin, Renza & Co., P.C.) is a Providence-based CPA and advisory firm serving middle-market and closely-held businesses across 11 industries with accounting, tax, advisory, transaction, and technology services, operating 8 domestic and 2 international offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Revenue: KLR generates revenue through professional service fees for accounting, assurance, tax, advisory, business valuation, executive search, information security, IT consulting, website design, digital transformation, CFO advisory, private client services, transaction advisory, and client accounting services. Services are billed on annual/engagement basis with recurring client relationships.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels9 records

Core offering

KLR is a full-service CPA and advisory firm delivering accounting and assurance, tax planning and compliance, transaction advisory, valuation, executive search, IT consulting, information security, digital transformation, and CFO outsourcing services to mid-market businesses. The firm operates three affiliated companies — KLR Executive Search Group, KLR CFO Advisory + Outsourcing, and Envision Technology Advisors — that extend its capabilities into talent placement, outsourced financial leadership, and technology advisory. Services are organized across industry verticals including healthcare, hospitality, life sciences, manufacturing, nonprofit, real estate, technology, and venture capital/private equity.

Product overview

KLR is a full-service accounting and advisory firm offering a unified portfolio of professional services organized around core accounting, tax, and advisory capabilities. The core offering includes Accounting & Assurance and Tax Services, supported by specialized modules such as Transaction Advisory Services, Employee Benefit Plan Audits, SOC Services, R&D Tax Credits, Cost Segregation, State and Local Tax, International Tax, Business Valuation, and Client Accounting Services. The firm operates three affiliate companies under the KLR umbrella: KLR Executive Search Group (executive recruitment), KLR CFO Advisory + Outsourcing (CFO-level financial leadership), and Envision Technology Advisors (technology consulting). Together, these offerings provide clients with integrated advisory, assurance, tax, and technology services across industries including healthcare, hospitality, life sciences, manufacturing, nonprofit, real estate, technology, and venture capital/private equity.

Differentiator

Problem solved

Functional benefit

Brands

• KLR Executive Search Group: Executive search and recruiting services division of KLR.
• KLR CFO Advisory + Outsourcing
• Envision Technology Advisors
• Restaurant Accounting Solutions

Products and services

• Accounting & Assurance Full range of financial and management assurance services to help businesses reach their full potential, including financial statement audits, reviews, compilations, and related attest engagements across diverse industries.
• Tax Services Comprehensive, forward-thinking tax planning and compliance guidance that aligns with client goals and adapts as they grow, covering corporate, partnership, individual, and fiduciary taxation across multiple jurisdictions.
• Transaction Advisory Services Buy-side and sell-side transaction advisory services delivering insights to mitigate risk and maximize value across mergers, acquisitions, and corporate transactions.
• Business Valuation Professional valuation services for businesses and intangible assets, including 409A stock option valuations, gift and estate tax valuations, and M&A-related valuation work.
• Executive Search Executive recruitment services for identifying and placing senior-level talent, delivered in coordination with KLR Executive Search Group affiliate.
• Information Security (Cyber Security) Information security and cyber security advisory services helping clients protect against cyber threats through assessments, controls, and remediation guidance.
• IT Consulting Technology consulting covering architecture, performance, implementation, and strategy, supporting clients' IT operating model and infrastructure decisions.
• Website Design & Development Design and development of client-facing websites combining design, content strategy, and technology execution.
• Digital Transformation Advisory services helping clients modernize and transform business processes through technology adoption and operating model redesign.
• CFO Advisory + Outsourcing CFO-level advisory and outsourced accounting services providing financial leadership capacity to organizations that need part-time or interim CFO expertise, delivered through the KLR CFO Advisory + Outsourcing affiliate.
• Private Client Services Services for high-net-worth individuals including estate planning, charitable giving strategies, trust and gift tax planning, and family wealth advisory.
• Public Company Services Specialized accounting and tax services for publicly traded companies, including SEC reporting and compliance support, and related areas such as cost segregation, R&D tax credits, and state and local tax.
• Growth & Transition Services Advisory services supporting business growth initiatives and transition planning, including succession, exit, and transformation planning across the business lifecycle.
• Client Accounting Services Outsourced accounting functions for clients, including bookkeeping, financial reporting, and restaurant-specific accounting solutions delivered through the Restaurant Accounting Solutions brand.
• KLR Executive Search Group Dedicated executive search firm operating as a separate entity within the KLR network, providing executive recruitment and talent placement services.
• KLR CFO Advisory + Outsourcing Dedicated CFO advisory and outsourced accounting firm operating as a separate entity within the KLR network.
• Envision Technology Advisors Technology advisory firm operating as an affiliate within the KLR network, providing technology consulting services.

Quantifiable outcome

• KLR has been recognized as a Best Place to Work for 20 consecutive years
• +1 more outcomes

Named customers1 record

Segments11 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Sullivan Bille, P.C.coreStrategic or Co-development Partner · 1 January 2025KLR announced acquisition of Sullivan Bille PC of Andover, Massachusetts, effective January 1, 2025. The merger expands KLR's presence in New England, adding three offices and 25 professionals, strengthening service offerings in Northern Boston, Southern Maine, and New Hampshire.
• LEA GlobalcoreStrategic or Co-development PartnerKLR is a member of LEA Global, a worldwide association of independent accounting and consulting firms. CEO Paul Oliveira serves as current Board Chair. The partnership provides access to global resources and international expertise for serving clients with cross-border needs.
• Restaurant Accounting SolutionsminorStrategic or Co-development PartnerRestaurant Accounting Solutions joined KLR to deliver greater value and seamless solutions for restaurant and hospitality clients, expanding KLR's specialized services in the hospitality sector.
• Providence Chamber of CommerceminorGTM or Marketing PartnerKLR partnered with Providence Chamber of Commerce for Zoom Q&A sessions on Federal Stimulus and small business loan information during the COVID-19 pandemic.
• Starkweather & Shepley Insurance Brokerage Inc.minorGTM or Marketing PartnerKLR partnered with Starkweather & Shepley Insurance Brokerage Inc. for CARES Act Update webinars covering loan forgiveness and business insurance impact during COVID-19.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/KahnLitwin
• Facebookfacebook.com/klr-certified-public-accountants-trusted-advisors-224651442422
• LinkedInlinkedin.com/company/klr
• Instagraminstagram.com/klr_cpa
• Xx.com/kahnlitwinrenza

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KLR