PKF O’Connor Davies

Strengthen financial reporting, support compliance and stakeholder confidence, and uncover opportunities to improve operations and pursue growth.

Navigate evolving tax requirements with tailored planning and compliance support for business, organizational and personal financial goals.

Helps organizations navigate transactions, business change, risk, investigations and valuation with specialized advisory support.

Strengthen cybersecurity strategies with tailored advisory, assessments, audits, testing and forensic services.

Helps individuals, families and family offices organize and manage wealth, financial affairs, planning needs and related obligations.

Access specialized support, control costs and strengthen operations while freeing internal teams to focus on core business and strategic priorities.

Exchange documents and communicate with PKF O’Connor Davies staff securely and conveniently, including from a smartphone or tablet.

Accounting and Assurance

PKF O’Connor Davies provides customized accounting and assurance services to organizations across industries and sectors. Offerings include audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, endowment fund accounting, fund administration, peer reviews, public company services, public sector audits and compliance, and System and Organizational Control reporting. Its teams draw on industry-specific knowledge to support regulatory compliance, financial reporting and stakeholder transparency, while helping clients identify inefficiencies and explore expansion opportunities.

Category: Accounting Services

• Support Reliable Financial Reporting
  Clients can select audit, review, compilation and attestation services suited to their reporting and compliance needs, with engagement teams providing customized support and regular communication.
• Navigate Public Company Requirements
  Specialized audit, accounting and reporting support helps public companies address regulatory requirements and helps private companies prepare for an IPO and the transition to public-company standards.
• Address Public Sector Audit Requirements
  Public sector specialists help organizations navigate evolving compliance requirements and provide audits and related services for government entities and not-for-profit organizations.
• Demonstrate Control Practices
  SOC reporting helps service organizations communicate information about their controls to customers and auditors, support transparency, and address relevant financial reporting, security, privacy and compliance requirements.
• Identify Control Improvements
  Internal control and operating reviews help organizations assess their processes and receive guidance on control and procedural enhancements.
• Meet Benefit Plan Requirements
  Specialized audit support helps employers and plan administrators address employee benefit plan compliance, disclosure and reporting requirements.
• Receive Tailored Engagement Support
  Teams combine partner and professional involvement with industry knowledge to tailor the engagement to client needs and objectives.
• Simplify Endowment Fund Management
  Accounting, recordkeeping and reporting support can ease the internal workload for organizations managing endowment funds and endowed gifts.
• Strengthen CPA Firm Practice Monitoring
  Independent Systems and Engagement Reviews help CPA firms examine their accounting and auditing practices, quality controls and selected engagements, with reports prepared to meet AICPA requirements.
• Support Financing Transactions
  Attestation and assurance services are available for financing activities and a range of capital market transactions.
• Address Specific Assurance Needs
  Agreed-upon procedures give clients an assurance service tailored to the procedures relevant to their engagement and objectives.
• Access International Audit Expertise
  The firm's regional offices and PKF International network provide clients access to accounting and audit expertise across a broad international footprint.
• Access Fund Administration Support
  Clients can access fund administration as part of the firm's accounting and assurance service offerings.

Tax services

PKF O’Connor Davies provides tax compliance, wealth planning and local, state, federal and international consulting for businesses, organizations, individuals and families. Its professionals develop customized tax strategies aligned with business and personal financial goals, drawing on tax and business advisory experience across diverse industries. Services include business tax, employee benefit planning and tax compliance, international tax, private client services, R&D tax credits, state and local tax, and trust and estate planning.

• Manage Business Tax Obligations
  Businesses can access tax advice, return preparation and filing assistance, and representation and support during tax audits. The team helps businesses address tax requirements while developing strategies that support their financial goals.
• Plan Cross-Border Tax Structures
  Businesses and individuals can address tax considerations across jurisdictions through tailored planning and structuring. The service includes support for international operations, investments and transactions, with strategies intended to align with clients’ objectives and operating plans.
• Navigate Changing Tax Requirements
  Clients can draw on tax planning and compliance support across local, state, federal and international matters, helping address evolving requirements with strategies tailored to their business or personal financial goals.
• Address Benefit Plan Tax Requirements
  Organizations receive guidance and support on employee benefit and tax compliance matters, including required filings, plan reviews and examination representation. The service covers a range of plan types, including 401(k), 403(b), defined benefit, ESOP and health and welfare plans.
• Access Global Tax Expertise
  Clients can access tax and business advisory expertise through the international network, with representation across more than 400 locations in 150 countries coordinated through a single contact in the United States.
• Prepare FATCA Reporting Information
  Clients receive assistance organizing and reporting information required under FATCA. The service addresses reporting and documentation requirements for applicable institutions, individuals and entities.
• Plan Foreign Tax Credit Use
  Taxpayers receive an analysis of their circumstances and guidance on foreign tax credit planning and utilization, with support from professionals familiar with U.S. and cross-border tax requirements.
• Plan Taxes For Private Clients
  Private clients can access tax planning through the firm’s private client services, including planning for wealth.
• Address State And Local Tax Matters
  Clients can access state and local tax services and consulting as part of a broader tax offering that also covers federal and international matters.
• Address International Work Tax Needs
  Individuals and companies with international assignments or remote work arrangements can obtain support addressing tax compliance across their global mobility activities.
• Address R&D Tax Credit Needs
  Clients can access services related to research and development tax credits.
• Obtain Tax Authority Representation
  Clients can access representation and support on tax controversy matters, including representation for applicable IRS examinations.
• Plan Trust And Estate Matters
  Clients can access trust and estate planning as part of the firm’s tax service offering.

Advisory Services

PKF O’Connor Davies provides advisory services across business strategy and transformation, transactions, risk, ESG, forensics, litigation and valuation. Offerings include bankruptcy, operational and cost effectiveness, restructuring, post-merger integration, exit planning, quality of earnings, buy-side and sell-side advisory, internal audit, operational risk and due diligence, and AML and SOX regulatory solutions. For professional services firms, advisory support also includes succession planning, financial benchmarking, cash flow forecasting, profitability analysis, debt financing assistance, internal controls and operational improvement.

• Navigate Business Change And Transformation
  Access support for business strategy and transformation, including bankruptcy, operational and cost effectiveness, turnaround and restructuring, and post-merger integration.
• Prepare For And Navigate Transactions
  Get support for exit readiness and transaction planning, quality of earnings, and buy-side and sell-side advisory.
• Address Operational And Regulatory Risks
  Engage internal audit, operational risk and due diligence, and AML- and SOX-related regulatory solutions.
• Investigate Fraud And Forensic Matters
  Use forensic and fraud investigation services to address investigative matters.
• Assess Business Value
  Access valuation services to support business valuation needs.
• Analyze Financial Performance And Plan Ahead
  Use benchmarking, KPI analysis, forecasting, financial planning, profitability analysis, and working capital and financial performance reviews to assess firm performance and plan ahead.
• Plan Leadership Transitions And Compensation
  Access support for succession and ownership transitions, deferred compensation and retirement planning, and compensation structuring and partner planning.
• Strengthen Controls And Operations
  Access support for internal controls and operational improvement to address firm-specific needs.
• Navigate Mergers And Acquisitions
  Access mergers and acquisitions advisory as part of support tailored to professional services firms.
• Address ESG And Sustainability Priorities
  Engage ESG services and, for professional services firms, sustainability and impact optimization support.
• Support Litigation Matters
  Access litigation support services for matters requiring assistance in connection with litigation.
• Secure Debt Financing And Banking Support
  Receive debt financing assistance and banking representation as part of advisory support for professional services firms.

Technology & Cybersecurity Services

PKF O’Connor Davies provides technology advisory, IT and cybersecurity audits, and cybersecurity and privacy services. Offerings include CMMC assessments and services from an authorized C3PAO, dark web monitoring, digital forensics, penetration testing, GDPR services, M&A cybersecurity and data privacy advisory, and virtual chief information security officer services. Cybersecurity specialists can also implement robust strategies tailored to the size of a business.

Category: Cybersecurity Consulting

• Support CMMC Readiness
  Access CMMC assessment services, including services from an authorized C3PAO, to address certification-related cybersecurity needs.
• Strengthen Cybersecurity Strategies
  Receive cybersecurity and privacy advisory and strategies tailored to business size, with specialists able to help implement robust approaches.
• Review IT And Cybersecurity
  Use IT and cybersecurity audit and review services to examine technology and cybersecurity matters.
• Test Cybersecurity Defenses
  Engage cybersecurity specialists for penetration testing as part of an effort to strengthen an organization’s cybersecurity strategy.
• Address M&A Cybersecurity And Privacy
  Get advisory support on cybersecurity and data privacy matters related to mergers and acquisitions.
• Access Digital Forensic Services
  Engage specialists for digital forensic services as part of a broader cybersecurity offering.
• Access Technology Advisory
  Receive technology advisory as part of the firm’s technology and cybersecurity service offerings.
• Access Virtual Security Leadership
  Engage virtual chief information security officer services through the firm’s technology and cybersecurity offerings.
• Address Data Governance And Privacy
  Access services focused on data governance and privacy as part of the broader technology and cybersecurity offering.
• Monitor The Dark Web
  Use dark web monitoring services as part of the organization’s cybersecurity support.
• Address GDPR Requirements
  Access services related to the General Data Protection Regulation within the cybersecurity and privacy service portfolio.

Private Client Services

PKF O’Connor Davies provides tailored financial, tax and advisory services for high-net-worth individuals, families, family offices, closely held businesses, executives, family trusts and entrepreneurs. Services include asset and investment portfolio management, estate and tax planning, financial management, reporting, philanthropy planning, risk management review, concierge services and support with financing, collateral and covenant issues. The firm takes a holistic, personalized approach, emphasizing responsive service, privacy and discretion.

• Plan Estate, Tax And Financial Matters
  Address estate, tax and financial planning needs through services tailored to family office clients.
• Organize And Monitor Assets
  Get support organizing, evaluating and monitoring assets as part of family office financial management.
• Monitor Investment Portfolios
  Receive assistance organizing, evaluating and monitoring investment portfolios.
• Manage Personal Finances
  Get assistance organizing and managing personal finances, alongside other family office financial responsibilities.
• Receive Personalized, Discreet Guidance
  Work with a team that emphasizes a personalized approach, responsive service, privacy and discretion.
• Support Financial Reporting
  Receive support with reporting as part of the organization and management of family financial affairs.
• Manage Cash Flow And Records
  Receive cash flow management and recordkeeping support for family office financial affairs.
• Support Business And Wealth Planning
  Private business owners can access services that include succession and wealth-related planning.
• Plan Tax Domicile
  Include tax domicile planning as part of a broader set of family office services.
• Manage Property Matters
  Get assistance organizing, evaluating and monitoring property management as part of family office support.
• Support Family Education And Meetings
  Access client education and family meetings as part of the firm's family office services.
• Plan Philanthropic Giving
  Receive philanthropy planning and charitable giving support tailored to private clients.
• Review Risk Management
  Include a risk management review within the broader range of family office services.
• Access Concierge Services
  Family office clients can access concierge services as part of the firm's support.
• Address Financing And Covenant Issues
  Get support addressing financing, collateral and covenant issues as part of family office services.

Outsourced Services

PKF O’Connor Davies provides tailored outsourcing solutions for accounting, advisory, tax, administration, CFO leadership, recruitment and vCISO roles. Services can augment internal teams or take on middle- and back-office responsibilities, through interim or long-term engagements, co-sourcing or full outsourcing. Partner-led teams work with clients to address specific business goals, support compliance and improve process efficiency. Services are designed to help organizations manage talent shortages, control costs and focus on core operations and strategic priorities.

Category: Business Process Outsourcing Services

• Match Support To Business Goals
  Clients can tailor outsourced roles and services to their organization’s unique goals and select an appropriate strategy and solution for their needs.
• Delegate Essential Accounting Work
  Clients can delegate accounting and financial management tasks to specialists, supporting accurate reporting, compliance and informed business decisions.
• Choose A Flexible Engagement Model
  Organizations can choose interim or long-term support, co-sourcing or full outsourcing, and can use the service to augment or replace internal roles.
• Access Experienced Financial Leadership
  Businesses can access CFO or Controller expertise without the cost of a full-time executive, while receiving financial oversight and support for planning, reporting and compliance.
• Engage Experienced Specialists
  Clients receive partner-involved teams with expertise across accounting, finance, M&A and other specialties, with access to additional firm and international-network professionals when needed.
• Support Core Business Functions
  Clients can supplement internal operations or outsource middle- and back-office functions, freeing leaders from managing employees and related human resources tasks.
• Control Operating Costs
  Organizations can use outsourced support to manage costs, including potential reductions in internal staffing and related employee benefit expenses.
• Adapt Operations As Needs Change
  Flexible outsourced roles can help organizations respond to changing business needs and market conditions while supporting operational effectiveness.
• Free Teams To Focus Strategically
  By supporting essential roles and operations, outsourced services give internal staff and executives more room to focus on core business and strategic priorities.
• Address Staffing Needs
  Recruitment support gives organizations an outsourced service option as they respond to shortages of competent, full-time employees.
• Access Outsourced Security Leadership
  Organizations can include vCISO support among the roles and services they outsource.

Client portals

PKF O’Connor Davies’ secure web-based client portals provide a quick, easy, paperless way for clients to exchange electronic information with firm staff. Clients can share tax returns, financial statements, tax preparation information, and other documents. The upgraded portal is built on Microsoft 365 and offers enhanced security, improved performance and reliability, mobile access on smartphones and tablets, and streamlined document exchange and communication tools.

• Exchange Documents Paperlessly
  Share tax returns, financial statements, tax preparation information, and other documents electronically with firm staff, using a paperless exchange process.
• Protect Information With Microsoft 365 Security
  The Microsoft 365 foundation includes encryption, multifactor authentication, and continuous monitoring to help secure information exchanged through the portal.
• Access The Portal On Mobile Devices
  Access the upgraded portal using a smartphone or tablet.
• Improve Portal Performance And Reliability
  The upgraded portal is intended to provide improved performance and reliability for client portal use.
• Communicate Through The Portal
  Use the portal’s communication tools to support client exchanges with PKF O’Connor Davies.