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Professional Services

Holistic financial and operational experience that translates into tailored solutions our clients need to grow their business and drive sustained success.

Meet the Partners

At PKF O’Connor Davies, we recognize that professional services firms – from law, engineering and architecture firms to marketing, advertising, insurance companies and many others – require proactive attention, customized services and expert support to stay successful and competitive.

Providing customized support so that professional services firms can focus on maximize profitability.

Driving Efficiency and Success for Professional Services Firms

Our professional services team incorporates in-depth financial and operational experience to provide the precise solutions that our clients seek so that they are free to focus on serving their clients and managing their businesses. By closely aligning our dedicated professional services team with each client’s specific circumstances and objectives, we are able to deliver practical, proven, industry-specific solutions that enable clients to address accounting, tax and general business challenges.

Our services include:

  • Professional services accounting
  • Professional audit and review
  • Business valuation
  • Compensation, employee benefit advice and retirement plan design
  • Financial benchmarking and statement preparation
  • Internal procedures and controls
  • International tax and compliance
  • Litigation support and fraud investigations
  • Succession planning and exit strategies
  • Professional services tax return preparation, planning and IRS representation
  • Industry Benchmarking
  • Mergers and acquisitions
  • Retirement and deferred compensation arrangements
  • Health insurance and benefits consulting