{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/pkfod-com","markdownUrl":"https://nowen.ai/agents/pkfod-com.md","jsonUrl":"https://nowen.ai/agents/pkfod-com.json","name":"PKF O’Connor Davies","website":"https://pkfod.com","industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Cybersecurity Consulting","url":"https://nowen.ai/category/cybersecurity-consulting"},{"name":"Business Process Outsourcing Services","url":"https://nowen.ai/category/business-process-outsourcing-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-12T02:50:03.642Z","summary":"PKF O’Connor Davies is an accounting and advisory firm serving businesses, organizations and individuals with specialized expertise and personalized support.","description":"PKF O’Connor Davies is a relationship-centered accounting and advisory firm serving businesses, organizations and individuals. Its professionals provide accounting and assurance, tax, advisory, technology and cybersecurity, private client, and outsourced services. The firm combines specialized expertise with collaboration, innovation and personal attention to help clients address evolving needs and advance their goals.","mission":"We ensure our clients “Know Greater Value” by advancing client goals, empowering our people and leveraging cutting-edge technology.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Accounting and Assurance","anchor":"product-accounting-and-assurance","type":"Service","url":"https://www.pkfod.com/services/accounting-and-assurance/","summary":"Strengthen financial reporting, support compliance and stakeholder confidence, and uncover opportunities to improve operations and pursue growth.","description":"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.","pricing":{},"features":[{"name":"Audits, reviews and compilations","value":"Support Reliable Financial Reporting","valueDescription":"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."},{"name":"Public company audit and reporting services","value":"Navigate Public Company Requirements","valueDescription":"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."},{"name":"Public sector audits and compliance","value":"Address Public Sector Audit Requirements","valueDescription":"Public sector specialists help organizations navigate evolving compliance requirements and provide audits and related services for government entities and not-for-profit organizations."},{"name":"System and organizational control reporting","value":"Demonstrate Control Practices","valueDescription":"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."},{"name":"Internal control reviews and guidance","value":"Identify Control Improvements","valueDescription":"Internal control and operating reviews help organizations assess their processes and receive guidance on control and procedural enhancements."},{"name":"Employee benefit plan audits","value":"Meet Benefit Plan Requirements","valueDescription":"Specialized audit support helps employers and plan administrators address employee benefit plan compliance, disclosure and reporting requirements."},{"name":"Industry-specific engagement teams","value":"Receive Tailored Engagement Support","valueDescription":"Teams combine partner and professional involvement with industry knowledge to tailor the engagement to client needs and objectives."},{"name":"Endowment fund accounting","value":"Simplify Endowment Fund Management","valueDescription":"Accounting, recordkeeping and reporting support can ease the internal workload for organizations managing endowment funds and endowed gifts."},{"name":"Peer review services","value":"Strengthen CPA Firm Practice Monitoring","valueDescription":"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."},{"name":"Financing and capital markets attestation","value":"Support Financing Transactions","valueDescription":"Attestation and assurance services are available for financing activities and a range of capital market transactions."},{"name":"Agreed-upon procedures","value":"Address Specific Assurance Needs","valueDescription":"Agreed-upon procedures give clients an assurance service tailored to the procedures relevant to their engagement and objectives."},{"name":"Global audit access","value":"Access International Audit Expertise","valueDescription":"The firm's regional offices and PKF International network provide clients access to accounting and audit expertise across a broad international footprint."},{"name":"Fund administration","value":"Access Fund Administration Support","valueDescription":"Clients can access fund administration as part of the firm's accounting and assurance service offerings."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Tax services","anchor":"product-tax-services","type":"Service","url":"https://www.pkfod.com/services/tax/","summary":"Navigate evolving tax requirements with tailored planning and compliance support for business, organizational and personal financial goals.","description":"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.","pricing":{},"features":[{"name":"Business tax","value":"Manage Business Tax Obligations","valueDescription":"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."},{"name":"International tax planning and structuring","value":"Plan Cross-Border Tax Structures","valueDescription":"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."},{"name":"Tax planning and compliance across jurisdictions","value":"Navigate Changing Tax Requirements","valueDescription":"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."},{"name":"Employee benefit planning and tax compliance","value":"Address Benefit Plan Tax Requirements","valueDescription":"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."},{"name":"International network access","value":"Access Global Tax Expertise","valueDescription":"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."},{"name":"Foreign Account Tax Compliance Act reporting","value":"Prepare FATCA Reporting Information","valueDescription":"Clients receive assistance organizing and reporting information required under FATCA. The service addresses reporting and documentation requirements for applicable institutions, individuals and entities."},{"name":"Foreign tax credit planning","value":"Plan Foreign Tax Credit Use","valueDescription":"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."},{"name":"Private client tax planning","value":"Plan Taxes For Private Clients","valueDescription":"Private clients can access tax planning through the firm’s private client services, including planning for wealth."},{"name":"State and local tax","value":"Address State And Local Tax Matters","valueDescription":"Clients can access state and local tax services and consulting as part of a broader tax offering that also covers federal and international matters."},{"name":"Global mobility tax support","value":"Address International Work Tax Needs","valueDescription":"Individuals and companies with international assignments or remote work arrangements can obtain support addressing tax compliance across their global mobility activities."},{"name":"Research and development tax credits","value":"Address R&D Tax Credit Needs","valueDescription":"Clients can access services related to research and development tax credits."},{"name":"Tax controversy and IRS representation","value":"Obtain Tax Authority Representation","valueDescription":"Clients can access representation and support on tax controversy matters, including representation for applicable IRS examinations."},{"name":"Trust and estate planning","value":"Plan Trust And Estate Matters","valueDescription":"Clients can access trust and estate planning as part of the firm’s tax service offering."}]},{"name":"Advisory Services","anchor":"product-advisory-services","type":"Service","url":"https://www.pkfod.com/services/advisory/","summary":"Helps organizations navigate transactions, business change, risk, investigations and valuation with specialized advisory support.","description":"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.","pricing":{},"features":[{"name":"Business strategy and transformation","value":"Navigate Business Change And Transformation","valueDescription":"Access support for business strategy and transformation, including bankruptcy, operational and cost effectiveness, turnaround and restructuring, and post-merger integration."},{"name":"Transaction advisory","value":"Prepare For And Navigate Transactions","valueDescription":"Get support for exit readiness and transaction planning, quality of earnings, and buy-side and sell-side advisory."},{"name":"Risk advisory","value":"Address Operational And Regulatory Risks","valueDescription":"Engage internal audit, operational risk and due diligence, and AML- and SOX-related regulatory solutions."},{"name":"Forensic and fraud investigations","value":"Investigate Fraud And Forensic Matters","valueDescription":"Use forensic and fraud investigation services to address investigative matters."},{"name":"Valuation","value":"Assess Business Value","valueDescription":"Access valuation services to support business valuation needs."},{"name":"Financial planning and performance analysis","value":"Analyze Financial Performance And Plan Ahead","valueDescription":"Use benchmarking, KPI analysis, forecasting, financial planning, profitability analysis, and working capital and financial performance reviews to assess firm performance and plan ahead."},{"name":"Succession and compensation planning","value":"Plan Leadership Transitions And Compensation","valueDescription":"Access support for succession and ownership transitions, deferred compensation and retirement planning, and compensation structuring and partner planning."},{"name":"Internal controls and operational improvement","value":"Strengthen Controls And Operations","valueDescription":"Access support for internal controls and operational improvement to address firm-specific needs."},{"name":"Mergers and acquisitions advisory","value":"Navigate Mergers And Acquisitions","valueDescription":"Access mergers and acquisitions advisory as part of support tailored to professional services firms."},{"name":"Environmental, social and governance services","value":"Address ESG And Sustainability Priorities","valueDescription":"Engage ESG services and, for professional services firms, sustainability and impact optimization support."},{"name":"Litigation support","value":"Support Litigation Matters","valueDescription":"Access litigation support services for matters requiring assistance in connection with litigation."},{"name":"Debt financing assistance","value":"Secure Debt Financing And Banking Support","valueDescription":"Receive debt financing assistance and banking representation as part of advisory support for professional services firms."}]},{"name":"Technology & Cybersecurity Services","anchor":"product-technology-and-cybersecurity-services","type":"Service","url":"https://www.pkfod.com/services/technology-and-cybersecurity-services/","summary":"Strengthen cybersecurity strategies with tailored advisory, assessments, audits, testing and forensic services.","description":"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.","pricing":{},"features":[{"name":"CMMC assessment services","value":"Support CMMC Readiness","valueDescription":"Access CMMC assessment services, including services from an authorized C3PAO, to address certification-related cybersecurity needs."},{"name":"Cybersecurity strategy and privacy advisory","value":"Strengthen Cybersecurity Strategies","valueDescription":"Receive cybersecurity and privacy advisory and strategies tailored to business size, with specialists able to help implement robust approaches."},{"name":"IT and cybersecurity audit","value":"Review IT And Cybersecurity","valueDescription":"Use IT and cybersecurity audit and review services to examine technology and cybersecurity matters."},{"name":"Penetration testing","value":"Test Cybersecurity Defenses","valueDescription":"Engage cybersecurity specialists for penetration testing as part of an effort to strengthen an organization’s cybersecurity strategy."},{"name":"M&A cybersecurity and data privacy advisory","value":"Address M&A Cybersecurity And Privacy","valueDescription":"Get advisory support on cybersecurity and data privacy matters related to mergers and acquisitions."},{"name":"Digital forensics","value":"Access Digital Forensic Services","valueDescription":"Engage specialists for digital forensic services as part of a broader cybersecurity offering."},{"name":"Technology advisory","value":"Access Technology Advisory","valueDescription":"Receive technology advisory as part of the firm’s technology and cybersecurity service offerings."},{"name":"Virtual chief information security officer services","value":"Access Virtual Security Leadership","valueDescription":"Engage virtual chief information security officer services through the firm’s technology and cybersecurity offerings."},{"name":"Data governance and privacy","value":"Address Data Governance And Privacy","valueDescription":"Access services focused on data governance and privacy as part of the broader technology and cybersecurity offering."},{"name":"Dark web monitoring","value":"Monitor The Dark Web","valueDescription":"Use dark web monitoring services as part of the organization’s cybersecurity support."},{"name":"GDPR services","value":"Address GDPR Requirements","valueDescription":"Access services related to the General Data Protection Regulation within the cybersecurity and privacy service portfolio."}],"marketCategories":[{"name":"Cybersecurity Consulting","url":"https://nowen.ai/category/cybersecurity-consulting"}]},{"name":"Private Client Services","anchor":"product-private-client-services","type":"Service","url":"https://www.pkfod.com/services/private-client-services/","summary":"Helps individuals, families and family offices organize and manage wealth, financial affairs, planning needs and related obligations.","description":"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.","pricing":{},"features":[{"name":"Estate, tax and financial planning","value":"Plan Estate, Tax And Financial Matters","valueDescription":"Address estate, tax and financial planning needs through services tailored to family office clients."},{"name":"Asset management","value":"Organize And Monitor Assets","valueDescription":"Get support organizing, evaluating and monitoring assets as part of family office financial management."},{"name":"Investment portfolio monitoring","value":"Monitor Investment Portfolios","valueDescription":"Receive assistance organizing, evaluating and monitoring investment portfolios."},{"name":"Personal financial management","value":"Manage Personal Finances","valueDescription":"Get assistance organizing and managing personal finances, alongside other family office financial responsibilities."},{"name":"Personalized and discreet service","value":"Receive Personalized, Discreet Guidance","valueDescription":"Work with a team that emphasizes a personalized approach, responsive service, privacy and discretion."},{"name":"Accounting and reporting","value":"Support Financial Reporting","valueDescription":"Receive support with reporting as part of the organization and management of family financial affairs."},{"name":"Cash flow management and recordkeeping","value":"Manage Cash Flow And Records","valueDescription":"Receive cash flow management and recordkeeping support for family office financial affairs."},{"name":"Private business owner services","value":"Support Business And Wealth Planning","valueDescription":"Private business owners can access services that include succession and wealth-related planning."},{"name":"Tax domicile planning","value":"Plan Tax Domicile","valueDescription":"Include tax domicile planning as part of a broader set of family office services."},{"name":"Property management","value":"Manage Property Matters","valueDescription":"Get assistance organizing, evaluating and monitoring property management as part of family office support."},{"name":"Family education and meetings","value":"Support Family Education And Meetings","valueDescription":"Access client education and family meetings as part of the firm's family office services."},{"name":"Philanthropy planning","value":"Plan Philanthropic Giving","valueDescription":"Receive philanthropy planning and charitable giving support tailored to private clients."},{"name":"Risk management review","value":"Review Risk Management","valueDescription":"Include a risk management review within the broader range of family office services."},{"name":"Concierge services","value":"Access Concierge Services","valueDescription":"Family office clients can access concierge services as part of the firm's support."},{"name":"Financing and covenant support","value":"Address Financing And Covenant Issues","valueDescription":"Get support addressing financing, collateral and covenant issues as part of family office services."}]},{"name":"Outsourced Services","anchor":"product-outsourced-services","type":"Service","url":"https://www.pkfod.com/services/outsourced-services/","summary":"Access specialized support, control costs and strengthen operations while freeing internal teams to focus on core business and strategic priorities.","description":"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.","pricing":{},"features":[{"name":"Tailored outsourcing solutions","value":"Match Support To Business Goals","valueDescription":"Clients can tailor outsourced roles and services to their organization’s unique goals and select an appropriate strategy and solution for their needs."},{"name":"Accounting and finance support","value":"Delegate Essential Accounting Work","valueDescription":"Clients can delegate accounting and financial management tasks to specialists, supporting accurate reporting, compliance and informed business decisions."},{"name":"Flexible engagement models","value":"Choose A Flexible Engagement Model","valueDescription":"Organizations can choose interim or long-term support, co-sourcing or full outsourcing, and can use the service to augment or replace internal roles."},{"name":"CFO and controller services","value":"Access Experienced Financial Leadership","valueDescription":"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."},{"name":"Specialist teams and expertise","value":"Engage Experienced Specialists","valueDescription":"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."},{"name":"Middle- and back-office support","value":"Support Core Business Functions","valueDescription":"Clients can supplement internal operations or outsource middle- and back-office functions, freeing leaders from managing employees and related human resources tasks."},{"name":"Cost control","value":"Control Operating Costs","valueDescription":"Organizations can use outsourced support to manage costs, including potential reductions in internal staffing and related employee benefit expenses."},{"name":"Operational flexibility","value":"Adapt Operations As Needs Change","valueDescription":"Flexible outsourced roles can help organizations respond to changing business needs and market conditions while supporting operational effectiveness."},{"name":"Strategic focus for internal teams","value":"Free Teams To Focus Strategically","valueDescription":"By supporting essential roles and operations, outsourced services give internal staff and executives more room to focus on core business and strategic priorities."},{"name":"Recruitment services","value":"Address Staffing Needs","valueDescription":"Recruitment support gives organizations an outsourced service option as they respond to shortages of competent, full-time employees."},{"name":"Virtual chief information security officer services","value":"Access Outsourced Security Leadership","valueDescription":"Organizations can include vCISO support among the roles and services they outsource."}],"marketCategories":[{"name":"Business Process Outsourcing Services","url":"https://nowen.ai/category/business-process-outsourcing-services"}]},{"name":"Client portals","anchor":"product-client-portals","type":"Platform","url":"https://www.pkfod.com/clients/","summary":"Exchange documents and communicate with PKF O’Connor Davies staff securely and conveniently, including from a smartphone or tablet.","description":"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.","pricing":{},"features":[{"name":"Secure document exchange","value":"Exchange Documents Paperlessly","valueDescription":"Share tax returns, financial statements, tax preparation information, and other documents electronically with firm staff, using a paperless exchange process."},{"name":"Microsoft 365 security","value":"Protect Information With Microsoft 365 Security","valueDescription":"The Microsoft 365 foundation includes encryption, multifactor authentication, and continuous monitoring to help secure information exchanged through the portal."},{"name":"Mobile access","value":"Access The Portal On Mobile Devices","valueDescription":"Access the upgraded portal using a smartphone or tablet."},{"name":"Portal performance and reliability","value":"Improve Portal Performance And Reliability","valueDescription":"The upgraded portal is intended to provide improved performance and reliability for client portal use."},{"name":"Portal communication tools","value":"Communicate Through The Portal","valueDescription":"Use the portal’s communication tools to support client exchanges with PKF O’Connor Davies."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://pkfod.com","text":"PKF O’Connor Davies"},{"url":"https://www.pkfod.com/services/accounting-and-assurance/","text":"Accounting and Assurance"},{"url":"https://www.pkfod.com/services/tax/","text":"Tax services"},{"url":"https://www.pkfod.com/services/advisory/","text":"Advisory Services"},{"url":"https://www.pkfod.com/services/technology-and-cybersecurity-services/","text":"Technology & Cybersecurity Services"},{"url":"https://www.pkfod.com/services/private-client-services/","text":"Private Client Services"},{"url":"https://www.pkfod.com/services/outsourced-services/","text":"Outsourced Services"},{"url":"https://www.pkfod.com/clients/","text":"Client portals"}]}