Architecture and engineering firms operate in a complex, project-driven environment where profitability, utilization and long-term planning are critical to success. PKF O’Connor Davies provides specialized accounting, tax and advisory services to architecture and engineering (A&E) firms across the Boston area, New England, Philadelphia, Florida and continues to expand nationwide. With deep roots in the A&E industry, our team delivers practical guidance grounded in decades of sector-specific experience.
Specialized Advisors to Architecture and Engineering Firms
Architecture and engineering firms have trusted us for decades to address industry-specific challenges, including project profitability, overhead management, ownership transition and regulatory compliance. Our team combines financial, tax and operational expertise to help firms improve performance, manage growth and plan for the future.
Meet Our Professionals
David M. Sullivan, Jr.
Jamie Cassone
Catherine Doe
Michelle M. Downing
Joseph C. Ferreira
Michael Kettell
Jaron Lariviere
Andrea Mattera
Kevin McGinn
Linda McLean
Nicholas P. Tamvaklis
Patrick Trask
Katherine Zech
A specialized, strategic collaboration to count on
throughout the full life cycle of a business.
Industry Leadership and Market Insight for Architectural and Engineering Firms
Our commitment to the A&E industry extends beyond client service. We are deeply embedded in the sector and provide resources that help shape strategic decision-making across the industry:
- Annual Architecture and Engineering Summit: Bringing together industry leaders to discuss trends, challenges and opportunities for more than 17 years.
- Architecture and Engineering Industry Studies: Detailed analyses of key financial benchmarks, our annual reports include KPIs and operational measurements that help firms assess performance and plan a sound future.
- Active involvement with leading organizations such as ACEC (American Council of Engineering Companies), AIA (American Institute of Architects), Boston Architectural College, CREW (Commercial Real Estate Women) and other industry groups and educational institutions.
These initiatives give our clients access to timely insights, peer benchmarking and forward-looking strategies.
Comprehensive Accounting, Tax and Advisory Services for A&E Firms
Our services are tailored to the needs of architecture and engineering firms across all stages of growth:
Advisory Services
- Ownership Transition and Succession Planning
- Business Valuation Advisory
- Deferred Compensation Plans and Section 409A Compliance
- Mergers and Acquisitions
- Transaction Tax Advisory and Support
- Quality of Earnings
- Tax Due Diligence
- Collaboration with Financial, Legal and Tax Advisors
- Benchmarking Financial Performance
- Project Management and Profitability Analysis
- Cybersecurity Assessments and Penetration Testing
- ESG, Sustainability and Impact Optimization
- Litigation support and fraud investigation
- Cash Flow and Financial Forecasting
- ESOP Advisory Services
- Working Capital Reviews
- Assistance with Debt Financing and Banking Representation
- Development of Long-Term Tax Strategies
- Employee Retention Credits
- Employee Benefit Consulting
- Design of Internal Control and Financial Reporting Systems
- FAR Compliance and Documentation Evaluation and Agency Audit Support
View the M&A transactions we’ve advised our A&E clients on.
Accounting and Assurance
- Agreed-Upon Procedures
- Employee Benefit Plan and ESOP Audits
- Financial Statement Audit, Review and Compilation
- Overhead Rate Audits in Accordance with FAR
- Outsourced Accounting / Outsourced CFO
Tax Planning and Compliance
- Corporate, Partnership and Individual Tax Planning and Compliance
- Multi-State Taxation
- International Taxation
- Maximization of Tax Credits and Incentives
Helping A&E Firms Improve Profitability and Performance
We help architecture and engineering firms:
- Improve project profitability and utilization rates
- Strengthen financial reporting and forecasting
- Manage overhead and operational efficiency
- Navigate tax and regulatory complexity
- Plan for ownership transition and long-term growth
A Strategic Partner for Long-Term Success
Our approach is built on long-standing relationships within the A&E community and a deep understanding of the industry’s financial and operational drivers. We align our services with your firm’s structure, goals and growth strategy to deliver practical, results-driven solutions. Connect with PKF O’Connor Davies to learn how our dedicated architecture and engineering specialists can support your firm.