Services

Accounting Solutions You Can Count On

Whether you’re an individual or a business owner, taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about.

If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.

Services For Individual

Protecting your personal assets has never been more important.

- Personal Financial Planning

- Retirement Planning

- Estate Planning

- Wealth Management

Business Services

We are here to help your business succeed.

- Small Business Accounting

- Bookkeeping Services

- Payroll

- Part-Time CFO Services

- Cash Flow Management

- Business Valuation

- Business Advisory Services

- BOI Reporting

- Financial Planning for Businesses

- New Business Formation

- Internal Controls

Tax Services

Comprehensive tax services that maximize deductions and credits.

- Individual Tax Preparation

- Tax Preparation for Businesses

- Tax Planning

- Estate & Trust Tax Services

Services For Quickbooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

- Why QuickBooks

- Setup for QuickBooks

- Training for QuickBooks

- Answers to QuickBooks Questions

- Tune-up for QuickBooks

Industries

Our specialized knowledge has helped many professionals thrive, and we're ready to help you too.

- Construction

- Dentists

- Healthcare

- Hospitality

- Law Firms

- Manufacturers

- Real Estate

Meet Our Founder

Founder & CEO, KLD Consulting LLC

Kassi Davis discovered her passion for accounting at just 15 years old, when she took her first accounting class — and never looked back. That early spark has since grown into over two decades of experience in tax planning, accounting, and advisory services, leading her to found KLD Consulting LLC with a bold vision: to deliver high-quality, personalized service that traditional firms too often neglect.

After years of working in fast-paced CPA firms where clients were rushed through the process and service was treated as a commodity, Kassi knew she had to do things differently. She wanted to give clients the time, attention, and strategic insight they deserved. At KLD Consulting, she does just that — helping business owners not only stay compliant, but actually use accounting as a tool to grow and thrive.

Kassi is a Certified QuickBooks ProAdvisor and an expert in Intuit ProConnect Tax and Microsoft Excel. She specializes in proactive tax planning, bookkeeping, controller, and CFO services for business owners across the country. But what truly sets her apart is her collaborative approach: Kassi loves working with clients who want to learn, grow, and make smarter decisions through accounting — not just get things done because they “have to.”

Outside of the numbers, Kassi is also a certified dog trainer with a deep love for animals — especially dogs. Her curiosity and drive to understand how things (and people) work is part of what makes her such a powerful advisor to her clients.

In the next five years, she envisions KLD Consulting growing into a family-owned and operated firm — one that stays true to its mission of providing exceptional service through a unique and flexible business model that puts people first.

"My goal is to make accounting empowering — not intimidating. I want every client to feel supported, educated, and in control of their financial future."

Get In Touch

New York, NY, USA

Email: [email protected]
Phone : (314) 662-6921
Address: Unit #150

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