PKF O'Connor Davies

Delivering top-quality, on-time, cost-effective assurance services for more than 125 years. Regulatory Compliance.

Stakeholder Transparency. Efficient, timely, cost-effective accounting and assurance services form the cornerstone of our distinguished reputation – achieved by skillfully planning audit logistics, capitalizing on the experience and industry-specific knowledge of our team leaders and audit professionals. Comprehensive and customized, our services include: Agreed-Upon Procedures, Audits, Reviews and Compilations, Employee Benefit Plan Audits, ESOPs, Endowment Fund Accounting, Fund Administration, Peer Review Services, Public Company Services, Public Sector Audits and Compliance, System and Organizational Control Reporting, Exempt Organization Expertise, Serving more than 3,000 not-for-profit clients, PKF O’Connor Davies has extensive expertise in the specialized regulations and audit procedures governing exempt organizations. It is this substantial experience that equips our client service teams with the knowledge to address any issues that may surface during the audit process. Endowment Fund Accounting ServicesOur expertise in endowment fund accounting has proven indispensable to independent schools, colleges and universities, private foundations, community foundations with individual donor funds and donor advised funds, among others. For many of these clients, internal budgets and resources are strained handling the laborious accounting, recordkeeping and reporting we are ideally equipped to provide. The fact that our support also simplifies establishing and managing endowed gifts helps clients attract and maintain relationships with donors. Employee Benefit SpecializationWe also possess extensive experience helping our clients satisfy the compliance, disclosure and reporting requirements of their employee benefit plans. We provide a full range of specialized audit services to both employers and plan administrators. Our partners and professionals share considerable expertise in both public and private industry sectors. They strive to maintain active connections with regulatory agencies and employee benefit organizations, enabling us to tap the most relevant information when resolving client issues. Audit Services Available GloballyAudit expertise is available no matter where you are or what your needs; we maintain 19 convenient office locations throughout the region and membership in the PKF International network. This network of legally independent member firms offers access to accounting, auditing, tax and business advisory expertise on a global scale, with more than 400 office locations in 150 countries worldwide. Clients are also kept abreast of general business, accounting and tax developments via newsletters and periodic seminars. Peer Review Report As a member of the AICPA Center for Audit Quality, the Firm has undergone triennial AICPA Quality Control Reviews covering audits, reviews and compilations conducted by all our offices. It has passed all such reviews with unqualified reports. Our most recent triennial review was conducted in June 20‑23 for the period ended December 31, 20‑22. The Firm’s peer review report is available on the AICPA website (www.aicpa.org).