Cover Feature

PKF O’Connor Davies: Forging Lasting Relationships and Specialized Services in Accounting and Advising

Photos courtesy of Cannici Photography

PKF O’Connor Davies Partner, Christopher Petermann will be honored alongside Robert Grbic, president & CEO of White Oak Commercial Finance, at the upcoming Mann Charitable Foundation (MCF) Annual Golf Outing in August.

There’s no doubt about it; appearance and image are paramount. That’s why at PKF O’Connor Davies, we continue to evolve our work and our brand to deliver the tangible value and insights that define our firm.

Our ability to serve clients how, when and where they need us has always set us apart. With more professionals in more places every day, our teams are on the ground, at the ready and in the know. We’re not a niche player, we’re a relationship-centered accounting and advisory firm with unparalleled regional connections backed by global expertise.

Know Greater Value

Our brand, like our business, is driven by people. Our brand promise, “Know Greater Value,” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do.

Our clients see us as problem solvers, connectors and a team to lean on. In short, they experience more by working with us. As we’ve evolved from a regional accounting firm to an emerging national leader, PKF O’Connor Davies has become a world-class organization with a boutique firm culture complemented by big-firm resources. For clients, that translates into a unique ability to connect on a deeper level and create value where others can’t.

Know Greater Reach: Local, National and International Networks

PKF O’Connor Davies’ long history of serving domestic and international clients began with its founding in 1891. Today, it is the leading North American firm in the PKF international network of independent accounting and advisory firms with offices in over 400 cities, in 150 countries around the world. It’s a relationship that delivers unmatched access to global expertise and strengthens the ability to serve clients anywhere in the world as their needs and their businesses evolve.

As one of the fastest growing professional service firms in the nation, with more than 200 partners, 1,500 professionals and 18 offices across the U.S. – not to mention our ever-expanding international presence – we’re focused on delivering exceptional audit, assurance, tax and advisory services. To do this requires close, trusted and productive relationships. Not only with our clients, but also with corporate executives, nonprofit leaders, government officials, association representatives and countless managers in every industry and sector. As a result, we have amassed a substantial and very active network of connections – one we readily leverage to assist our clients when the need arises.

Know Greater Attention: Commitment to Client Experience

At PKF O’Connor Davies, we’ve built a credentialed team of highly specialized professionals that know their industries and their clients inside and out. Firm partners are actively involved in the day-to-day management of engagements, ensuring a high degree of client service and cost-effectiveness. Skilled staff members employ a team approach to all engagements, providing clients with top-quality, on-time services aimed at helping them succeed.

“They’ve seen just about everything and solved problems others could only imagine. They put in the time to stay ahead of the curve and do what it takes to keep their clients ahead of the competition. And that’s an approach that works in every industry and every sector,” said Christopher Petermann, partner at PKF O’Connor Davies.

More Than A Century of Support For Those Operating on Behalf Of Others

For well over a century, PKF O’Connor Davies has specialized in serving not-for-profit and tax-exempt organizations. Today, the firm works with more than 3,000 charitable organizations, religious entities, educational and cultural institutions and social services agencies. Understanding that every not-for-profit organization is inherently a business, firm professionals are highly responsive to each client’s specific needs and service model. As a leader among its peers, the firm combines in-depth sector concentration with a cross-functional team approach that ensures access to specialists in areas such as cybersecurity, Board governance, government funding and reporting, not-for-profit tax laws and more.

Partners and professionals are recognized for their broad experience within the not-for-profit and education sector and for their detailed knowledge of, and proficiency in, state and federal regulations. Through regular contact with government and other agencies, they stay well-versed in the application of relevant requirements and regulations. In addition to close collaboration with administrators, board members and community leaders, they frequently serve as conference panelists, conduct seminars on regulatory issues and are active with state and national professional bodies. Involvement at this level is rare and equips them to supply the customized, solutions-based service that can drive greater operational efficiency.

Integrated teams bring a deep understanding of not-for-profit financial and operational structures, delivering top-tier audit and tax services and providing actionable support on critical operations from IT fraud prevention and employee benefits to Board, foundation and grant-making issues. Team members stay a step ahead of changing industry dynamics and donor demands so that nonprofit organization managers can focus on achieving their missions.

Know Greater Experience: PKF O’Connor Davies and PKF Clear Thinking

As deals move faster, regulations change more often and competition grows, access to intelligent advice has never been more important. Together, PKF O’Connor Davies and its subsidiary PKF Clear Thinking drive even greater value. Forming one of the industry’s deepest benches of interdisciplinary specialists, the sizable advisory team offers services that help healthy companies create value and troubled companies preserve value. Providing clear direction and practical solutions in areas spanning investment banking and ESG to bankruptcy and restructuring, valuation services, cybersecurity, privacy and more, the team has worked on hundreds of successful engagements and its track record is enviable.

With a laser focus on trends in complex industries, our senior professionals leverage profound experience to address specific issues and customize strategies for organizations in a wide range of sectors, including consumer product manufacturing, solar energy, fashion, corrugated packaging, specialty printing, telecommunications, construction, temporary staffing and retail. Their solutions reflect deep expertise in operations, logistics, process and productivity improvement, strategic financial planning, restructuring, organizational planning and acquisition assessment. Many of our advisors have served as interim CEOs, CFOs and CROs, among other leadership and executive management roles.

Know Greater Insight

As an acknowledged, highly awarded global leader, PKF O’Connor Davies is trusted by clients for providing proactive, sound business and financial advice. Seasoned professionals regularly share their insights through articles and webinars, podcasts and videos, helping to keep clients on top of trends and ahead of the competition. Across all industries, the firm’s specialists provide valuable advisory support in areas such as trust and estate planning, merger and acquisition support, cybersecurity, litigation, forensics and valuation and specialize in providing assurance and tax planning services to the area’s many commercial, shipping, manufacturing and retail firms.

Award-Winning Industry Expertise

Our focus on value has driven our growth, propelling PKF O’Connor Davies into the Top 25 of Accounting Today’s 2023 Top 100 Firms list. In addition, the firm was recently recognized as one of America’s Best Tax and Accounting Firms by Forbes, named one of Vault’s 2023 Accounting 50, a ranking of the 50 best accounting employers to work for in North America, and in a complementary Vault survey, among the top 50 most prestigious accounting firms in America.

These achievements are a clear reflection of our value as trusted advisors and our commitment to arming clients with the insights, intelligence and support they need to succeed.

As the world changes, PKF O’Connor Davies clients “Know Greater Connections,” “Know Greater Insights” and “Know Greater Value.” For more information, please visit