PKF O'Connor Davies LLP

PKF O'Connor Davies LLP is a full-service CPA and advisory firm, founded in 1891, headquartered in Harrison, New York. It is the North American representative of the PKF International network, which spans 400 offices across 150+ countries. Delivering high-touch, customized services, the firm is known for its tagline "Know Greater Value," emphasizing value-driven, relationship-oriented client service. 

Services & Products Breakdown:

1. Accounting & Assurance Services
 - Audits, Reviews & Compilations: External audits, financial statement reviews, GAAP/IFRS compliance, agreed-upon procedures.
 - Public Company Services: PCAOB-registered audit services, SEC reporting (8-K, registration statements), SOC 1 & SOC 2, IPO readiness. 
 - Not-for-Profit & Exempt Organizations: Specialized audits for nonprofits, ESOPs, endowments, fund administration, and peer reviews. 

2. Tax Services
 - Business Tax Compliance & Advisory: Federal, state & local income taxes; SALT advisory; sales & payroll filings. 
 - Tax Audit Support: Representation during audits and disputes with IRS and other tax authorities. 

3. Advisory & Consulting Services
 - Business Strategy & Transformation: Enterprise diagnostics, SWOT assessments, process optimization, growth planning. 
 - Transaction Advisory & Valuation: M&A due diligence, IPO advisory, corporate finance support, fairness opinions, forensic investigations. 
 - Restructuring & Bankruptcy Advisory: Turnaround planning, Chapter 11 support, creditor negotiation. 
 - Management Advisory: Governance reviews, compensation benchmarking, forecasting, outsourced accounting, whistleblower hotline services, grant monitoring, succession planning. 

4. Technology, Cyber & Internal Audit Services
 - Cybersecurity & Privacy: CMMC assessments, penetration testing, dark web monitoring, vCISO, GDPR compliance, digital forensics. 
 - IT & Internal Audit: SOC reporting, internal audit support, compliance with FCPA, IT controls review. 

5. Fund & Administrative Services
 - Fund Administration: Services for private equity, hedge funds, RIAs, foundations, endowments, family offices, covering compliance, reporting, consolidation, and SSAE 18 audits (SOC 2). 

6. International Services
 - Cross-border Tax & Advisory: Global tax compliance, restructuring, international financial reporting (IFRS), leveraging PKF International network. 

7. Private Client & Family Office Services
 - Wealth & Estate Planning: High-net-worth individual tax planning, estates/trusts, family office services. 

8. Industry-Focused Expertise
 - PKF offers specialized solutions tailored to industries like professional services (law, engineering, architecture), financial services, healthcare, education, hospitality, real estate, not-for-profits, private clubs, cannabis, and more.