# PKF O’Connor Davies - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Also in: Cybersecurity Consulting, Business Process Outsourcing Services - Delivery model: services - Website: https://pkfod.com - AI agent profile: https://nowen.ai/agents/pkfod-com - Updated: 2026-11-12 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI, Perplexity > PKF O’Connor Davies is an accounting and advisory firm serving businesses, organizations and individuals with specialized expertise and personalized support. 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. ## Products & Services ### [Accounting and Assurance](https://www.pkfod.com/services/accounting-and-assurance/) *Service* Strengthen financial reporting, support compliance and stakeholder confidence, and uncover opportunities to improve operations and pursue growth. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Audits, reviews and compilations** — Support Reliable Financial Reporting - **Public company audit and reporting services** — Navigate Public Company Requirements - **Public sector audits and compliance** — Address Public Sector Audit Requirements - **System and organizational control reporting** — Demonstrate Control Practices - **Internal control reviews and guidance** — Identify Control Improvements - **Employee benefit plan audits** — Meet Benefit Plan Requirements - **Industry-specific engagement teams** — Receive Tailored Engagement Support - **Endowment fund accounting** — Simplify Endowment Fund Management - **Peer review services** — Strengthen CPA Firm Practice Monitoring - **Financing and capital markets attestation** — Support Financing Transactions - **Agreed-upon procedures** — Address Specific Assurance Needs - **Global audit access** — Access International Audit Expertise - **Fund administration** — Access Fund Administration Support ### [Tax services](https://www.pkfod.com/services/tax/) *Service* Navigate evolving tax requirements with tailored planning and compliance support for business, organizational and personal financial goals. 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. - **Business tax** — Manage Business Tax Obligations - **International tax planning and structuring** — Plan Cross-Border Tax Structures - **Tax planning and compliance across jurisdictions** — Navigate Changing Tax Requirements - **Employee benefit planning and tax compliance** — Address Benefit Plan Tax Requirements - **International network access** — Access Global Tax Expertise - **Foreign Account Tax Compliance Act reporting** — Prepare FATCA Reporting Information - **Foreign tax credit planning** — Plan Foreign Tax Credit Use - **Private client tax planning** — Plan Taxes For Private Clients - **State and local tax** — Address State And Local Tax Matters - **Global mobility tax support** — Address International Work Tax Needs - **Research and development tax credits** — Address R&D Tax Credit Needs - **Tax controversy and IRS representation** — Obtain Tax Authority Representation - **Trust and estate planning** — Plan Trust And Estate Matters ### [Advisory Services](https://www.pkfod.com/services/advisory/) *Service* Helps organizations navigate transactions, business change, risk, investigations and valuation with specialized advisory support. 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. - **Business strategy and transformation** — Navigate Business Change And Transformation - **Transaction advisory** — Prepare For And Navigate Transactions - **Risk advisory** — Address Operational And Regulatory Risks - **Forensic and fraud investigations** — Investigate Fraud And Forensic Matters - **Valuation** — Assess Business Value - **Financial planning and performance analysis** — Analyze Financial Performance And Plan Ahead - **Succession and compensation planning** — Plan Leadership Transitions And Compensation - **Internal controls and operational improvement** — Strengthen Controls And Operations - **Mergers and acquisitions advisory** — Navigate Mergers And Acquisitions - **Environmental, social and governance services** — Address ESG And Sustainability Priorities - **Litigation support** — Support Litigation Matters - **Debt financing assistance** — Secure Debt Financing And Banking Support ### [Technology & Cybersecurity Services](https://www.pkfod.com/services/technology-and-cybersecurity-services/) *Service* Strengthen cybersecurity strategies with tailored advisory, assessments, audits, testing and forensic 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. - Categories: Cybersecurity Consulting (https://nowen.ai/category/cybersecurity-consulting) - **CMMC assessment services** — Support CMMC Readiness - **Cybersecurity strategy and privacy advisory** — Strengthen Cybersecurity Strategies - **IT and cybersecurity audit** — Review IT And Cybersecurity - **Penetration testing** — Test Cybersecurity Defenses - **M&A cybersecurity and data privacy advisory** — Address M&A Cybersecurity And Privacy - **Digital forensics** — Access Digital Forensic Services - **Technology advisory** — Access Technology Advisory - **Virtual chief information security officer services** — Access Virtual Security Leadership - **Data governance and privacy** — Address Data Governance And Privacy - **Dark web monitoring** — Monitor The Dark Web - **GDPR services** — Address GDPR Requirements ### [Private Client Services](https://www.pkfod.com/services/private-client-services/) *Service* Helps individuals, families and family offices organize and manage wealth, financial affairs, planning needs and related obligations. 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. - **Estate, tax and financial planning** — Plan Estate, Tax And Financial Matters - **Asset management** — Organize And Monitor Assets - **Investment portfolio monitoring** — Monitor Investment Portfolios - **Personal financial management** — Manage Personal Finances - **Personalized and discreet service** — Receive Personalized, Discreet Guidance - **Accounting and reporting** — Support Financial Reporting - **Cash flow management and recordkeeping** — Manage Cash Flow And Records - **Private business owner services** — Support Business And Wealth Planning - **Tax domicile planning** — Plan Tax Domicile - **Property management** — Manage Property Matters - **Family education and meetings** — Support Family Education And Meetings - **Philanthropy planning** — Plan Philanthropic Giving - **Risk management review** — Review Risk Management - **Concierge services** — Access Concierge Services - **Financing and covenant support** — Address Financing And Covenant Issues ### [Outsourced Services](https://www.pkfod.com/services/outsourced-services/) *Service* Access specialized support, control costs and strengthen operations while freeing internal teams to focus on core business and strategic priorities. 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. - Categories: Business Process Outsourcing Services (https://nowen.ai/category/business-process-outsourcing-services) - **Tailored outsourcing solutions** — Match Support To Business Goals - **Accounting and finance support** — Delegate Essential Accounting Work - **Flexible engagement models** — Choose A Flexible Engagement Model - **CFO and controller services** — Access Experienced Financial Leadership - **Specialist teams and expertise** — Engage Experienced Specialists - **Middle- and back-office support** — Support Core Business Functions - **Cost control** — Control Operating Costs - **Operational flexibility** — Adapt Operations As Needs Change - **Strategic focus for internal teams** — Free Teams To Focus Strategically - **Recruitment services** — Address Staffing Needs - **Virtual chief information security officer services** — Access Outsourced Security Leadership ### [Client portals](https://www.pkfod.com/clients/) *Platform* Exchange documents and communicate with PKF O’Connor Davies staff securely and conveniently, including from a smartphone or tablet. 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. - **Secure document exchange** — Exchange Documents Paperlessly - **Microsoft 365 security** — Protect Information With Microsoft 365 Security - **Mobile access** — Access The Portal On Mobile Devices - **Portal performance and reliability** — Improve Portal Performance And Reliability - **Portal communication tools** — Communicate Through The Portal ## Sources - [PKF O’Connor Davies](https://pkfod.com) - [Accounting and Assurance](https://www.pkfod.com/services/accounting-and-assurance/) - [Tax services](https://www.pkfod.com/services/tax/) - [Advisory Services](https://www.pkfod.com/services/advisory/) - [Technology & Cybersecurity Services](https://www.pkfod.com/services/technology-and-cybersecurity-services/) - [Private Client Services](https://www.pkfod.com/services/private-client-services/) - [Outsourced Services](https://www.pkfod.com/services/outsourced-services/) - [Client portals](https://www.pkfod.com/clients/)