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Business Solutions

Today’s business owners operate in an environment of great potential and excitement. The most limited resource, however, is time – making the ability to partner with proven professionals integral to success.

Meet the Partners

Business owners face unique challenges: to achieve operational efficiency, sustainable profitability and rapidly growing the value of their businesses in one of the most competitive marketplaces the world has known. At the same time, they face the difficult and delicate task of negotiating the intersection of business and family interests.

Helping growing businesses thrive, succeed, and prepare their company for the next generation.

At PKF O’Connor Davies, we understand that growing businesses need comprehensive audit, tax and advisory support from specialists that pay close attention to the specific requirements of each entrepreneurial venture. From taxation issues and accounting needs to business restructuring and succession planning, our expertise can make a substantial difference to business owners striving to expand their businesses to a new level and ensure continued success for the next generation.

Our services for businesses include:

Accounting and Reporting

  • Outsourced CFO/Controller Services
  • Accounting, Bookkeeping and Maintaining General Ledgers
  • Monthly/Quarterly/Annual Financial Statements
  • Compliance with Accounting Policies for GAAP Reporting
  • Capital Asset Accounting
  • Capital Transaction Assistance for Debt or Equity Placements
  • Debt Covenant Compliance
  • Cash Flow Modeling and Budgeting
  • Business Contract Negotiations
  • Operational Reviews for Expense Control
  • Tax Planning and Compliance
  • Tax Minimization and Planning, Including Deferred Compensation
  • Preparation and Review of Tax Returns
  • IRS Representation and Tax Controversies
  • State Tax Compliance and Registration
  • Payroll Tax and 1099 Compliance
  • Sales, Use and Commercial Rent Taxes
  • Foreign Taxes
  • FATCA Reporting
  • Transfer Pricing Studies
  • Executive Compensation and Fringe Benefits
  • Income, Estate and Gift Tax Planning

Business Advisory 

  • Internal Control Evaluation, Design and Implementation
  • Due Diligence and Quality of Earnings Studies for Buy- or Sell-Side Transactions
  • Buy/Sell Agreements
  • Business Valuations for Estate or Transaction Purposes
  • Succession Planning
  • Debt Initiation and Consolidation
  • Business Structure/Restructuring
  • Operational Reviews
  • Strategic Planning
  • Financial Forecasting
  • Cybersecurity and IT Risk Advisory
  • Performance Measurement and Benchmarking
  • Merger, Acquisition and Joint Venture Consulting
  • Social Security Planning and Consultation
  • Matrimonial Consultation and Valuations
  • TalentConnect Outsourced HR, Including Job Descriptions, Employee Agreements, Performance Reviews, Governance Policies and Compensation Planning