Providing Outstanding Client Service - Kahn, Litwin · Providing Outstanding Client Service...

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