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Professional Services Accounting, Tax & Advisory
Increase profitability. Improve efficiency. Plan for long-term growth.
Professional services firms operate in a competitive, margin-sensitive environment. PKF O’Connor Davies provides tailored accounting, tax and advisory services to help you improve performance, optimize partner outcomes and scale with confidence.
Meet the Professional
David M. Sullivan, Jr.
Built for the Challenges You Face
Professional services firms operate in a competitive, margin-sensitive environment. We help leadership teams address:
- Margin pressure and profitability optimization
- Partner compensation and incentive structuring
- Succession planning and ownership transition
- Regulatory and tax complexity
Our approach focuses on practical strategies that improve financial visibility, operational efficiency and long-term performance.
A Smarter, Collaborative Approach
- Industry-specific expertise across professional services sectors
- Integrated accounting, tax and advisory support
- Actionable insights to improve performance and manage risk
- Scalable solutions aligned to your firm’s growth
How We Help
We align our services to your firm’s structure and goals to help you:
- Increase profitability and partner distributions
- Improve cost management and operational efficiency
- Strengthen financial reporting and forecasting
- Navigate complex tax and regulatory requirements
- Plan for leadership transitions and long-term growth
Comprehensive Services
Advisory
- M&A and transaction support
- Tax strategy and credits optimization
- Succession and ownership planning
- Compensation and retirement planning (including 409A)
- Employee benefits and plan design
- Financial benchmarking and KPI analysis
- Cash flow forecasting and financial planning
- Project profitability and performance analysis
- Valuation and litigation support
- Internal controls and operational improvement
- Cybersecurity, ESG and ESOP advisory
Accounting, Assurance & Tax
- Audit, review and compilation services
- Employee benefit plan audits
- Overhead rate audits (FAR compliance)
- Agreed-upon procedures
- Corporate, partnership, individual and international tax
- Outsourced accounting services
Industry-Focused Expertise That Delivers Results
Our team combines financial and operational insight with deep industry knowledge to deliver practical, scalable solutions that support sustainable growth.
Let’s Talk
Connect with PKF O’Connor Davies to learn how we can help your firm improve profitability, operate more efficiently and plan for the future. Fill out the form to get started.