PKF O'Connor Davies

What PKF O'Connor Davies does

PKF O'Connor Davies is a privately held U.S. accounting, tax, and advisory firm headquartered in Harrison, New York, operating since 1891. The firm employs more than 1,500 professionals led by over 200 partners across approximately 19 offices in the Northeastern U.S., with additional operations in India and a global footprint extended through the PKF International network (400+ locations across 150 countries). It operates under an alternative practice structure, with PKF O'Connor Davies LLP providing licensed attest services and PKF O'Connor Davies Advisory LLC providing tax and advisory services. CEO Kevin J. Keane leads the firm, which is backed by Investcorp and PSP Investments following a November 2024 strategic investment.

The firm generates revenue across five service lines: Accounting and Assurance, Tax, Advisory (including transaction advisory, forensics, and ESG), Technology and Cybersecurity, and Outsourced Services (CFO solutions, outsourced accounting, recruitment). Customer segments span not-for-profit organizations (3,000+ clients), high-net-worth individuals and family offices, real estate, financial services, public sector, and middle-market companies with $15M-$350M in revenue. Distribution is partner-led and relationship-driven, supported by a Microsoft 365-based secure client portal and a Paymentus-powered online payment portal. The firm is the lead North American representative of PKF International and has built a $1 billion+ annual revenue aspiration funded by both organic growth and a multi-year acquisition program.

Technology infrastructure centers on the Microsoft 365 client portal (migrated from iChannel) and a strategic partnership with Asseta AI, through which PKF O'Connor Davies serves as preferred accounting and implementation partner for an AI-powered family office cloud platform used for consolidated multi-entity reporting, investment operations, and financial process automation. The firm maintains CMMC, HIPAA, GDPR, and CCPA compliance certifications and offers a dedicated cybersecurity practice including penetration testing and vCISO services. Recent strategic activity includes five acquisitions completed between 2024 and 2026, the appointment of new partners across tax and advisory practices, and a public-company audit mandate from Omega Flex that displaced RSM US LLP.

Name

PKF O'Connor Davies

Legal name

PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC

Website

https://pkfod.com

Company type

Private

Founded year

1891

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

PKF O'Connor Davies is a privately held U.S. accounting, tax, and advisory firm serving not-for-profits, high-net-worth families, middle-market companies, and public-sector clients across 19 Northeastern offices and global PKF International network.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Professional Firms BOP (Office/Professional) (FSAJAFAE)

Keywords

• Accounting services
• Tax advisory
• Audit services
• Transaction advisory
• Outsourced accounting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices13 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting and Assurance Services: Audit, review, and compilation services for organizations of various sizes and sectors, including public sector audits, employee benefit plan audits, and public company services. Delivered since 1891 with over 125 years of operational expertise.
2. Tax Services: Business tax, international tax, private client services, trust and estate planning, R&D tax credits, and state and local tax (SALT) compliance and advisory services.
3. Advisory Services: Transaction advisory (buy-side/sell-side M&A, exit readiness, quality of earnings), forensics and litigation support, business strategy and transformation, risk advisory services, and ESG advisory.
4. Technology and Cybersecurity Services: Cybersecurity and privacy advisory including CMMC assessments, penetration testing, digital forensics, vCISO services, IT audit, and technology advisory.
5. Outsourced Services: CFO solutions, outsourced accounting, and recruitment services delivered to clients needing flexible resource deployment.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

PKF O'Connor Davies is an accounting, tax, and advisory professional services firm providing audit, review, and compilation services; business, international, private client, and state and local tax compliance and planning; transaction advisory including M&A, forensics, and risk advisory; technology and cybersecurity services; and outsourced CFO and accounting solutions. The firm serves not-for-profit organizations, high-net-worth individuals and family offices, real estate, financial services, public sector, and middle-market companies across the northeastern United States and globally via the PKF International network.

Product overview

PKF O'Connor Davies operates as a unified platform-plus-modules firm offering a secure client portal built on Microsoft 365 infrastructure, complemented by an online payment portal powered by Paymentus. The core Client Portal serves as the central hub for document delivery, financial reporting, and client communications, while the Online Payment Portal provides integrated billing and payment capabilities. Following recent acquisitions of Bowman & Company and Topping Kessler & Company (2026), the firm has expanded its service footprint while integrating these entities into its existing portal ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• PKF Investment Banking: Middle-market M&A advisory platform providing buy-side and sell-side advisory services for companies with revenues between $15 million and $350 million.
• PKF Advisory
• Elite Accounting Services
• TalentConnect
• PKF O'Connor Davies India

Products and services

• Accounting and Assurance Services

Quantifiable outcome

• 81.3% Net Promoter Score in 2025 ClearlyRated Best of Accounting Award, exceeding industry average
• +2 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability1 record

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Asseta AIcoreTechnology or Integration · 26 March 2026Collaboration with Asseta AI provides technology-enabled advisory services for family office clients. PKF O'Connor Davies leverages Asseta AI's unified cloud platform for accounting, investment reporting, and financial operations to modernize family office clients' financial infrastructure. PKF O'Connor Davies serves as preferred accounting and implementation partner for the platform.
• FoundationMarkminorStrategic or Co-development PartnerResearch partnership where FoundationMark provides market research on private foundations presented at PKF O'Connor Davies events. Research presented at a PKF O'Connor Davies event in New York revealed private foundation assets grew to nearly $2 trillion in 2025 from $653 billion in 2010.
• PKF InternationalcoreStrategic or Co-development PartnerPKF O'Connor Davies is the lead North American representative of PKF International network of independent accounting and advisory firms. The network provides global reach with 400+ office locations in 150 countries, enabling cross-border client service and expertise sharing.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• RSM US: Largest U.S. mid-tier accounting and advisory firm; competes with PKF O'Connor Davies across middle-market audit, tax, and advisory, and is the firm PKF replaced at Omega Flex.
• KPMG US: Big Four firm with full-service audit, tax, and advisory capabilities; competes with PKF O'Connor Davies for SEC-issuer engagements (e.g., RSM clients) and large middle-market mandates.
• BDO USA: Top-10 global accounting network with a major U.S. practice; competes with PKF O'Connor Davies for middle-market and NFP audit, tax, and advisory engagements across many of the same verticals.
• Grant Thornton: Top-7 global accounting network with significant U.S. middle-market focus; a broader incumbent whose service lines and target clients overlap substantially with PKF O'Connor Davies.

Direct peers

• Citrin Cooperman: Northeast-headquartered full-service accounting and advisory firm serving middle-market businesses, family offices, and NFPs; closely comparable in service mix, client profile, and growth-via-acquisition strategy.
• Withum: Top-30 U.S. accounting and advisory firm with strong Northeast presence, similar industry-vertical depth, and a comparable mix of attest, tax, and advisory work for middle-market clients.
• Friedman LLP: Mid-sized New York-headquartered accounting and advisory firm serving middle-market, real estate, NFP, and HNW clients with overlapping service lines and geography.
• EisnerAmper: Large U.S. accounting and advisory firm headquartered in the Northeast with comparable practice mix across audit, tax, advisory, and outsourced services; competes head-to-head for middle-market and HNW clients.
• Anchin, Block & Anchin LLP: New York-based mid-tier accounting and advisory firm with deep private client, real estate, and NFP practices; overlaps directly with PKF O'Connor Davies in industry verticals and client segments.
• Marcum LLP: Top-15 U.S. accounting and advisory firm headquartered in New York with a comparable full-service model across audit, tax, and advisory; like PKF O'Connor Davies, it has pursued an active M&A strategy and serves middle-market and NFP clients nationwide.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pkf-oconnor-davies
• Xx.com/pkfod
• Facebookfacebook.com/pkfod

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PKF O'Connor Davies