PKF O'Connor Davies Tech Stack

Mid-market accounting and tax advisory firm serving mid-market and enterprise clients

Accounting Harrison, NY 1,001–5,000 employees Founded 1891 Partnership

PKF O'Connor Davies is a 1,891-founded partnership operating a full-service accounting, tax, and advisory practice across audit, compliance, wealth services, and consulting. The tech stack is dominated by legacy accounting software (CCH ProSystem fx, QuickBooks, Excel) with compliance tooling (ISO 27001, CMMC) baked in — reflecting a services firm anchored in regulatory and tax workflows rather than product development. Hiring velocity is decelerating while M&A advisory and CMMC readiness assessments drive current project momentum.

Tech Stack 10 technologies

Core StackQuickBooks Excel Word Microsoft Office ISO 27001 CMMC CCH ProSystem fx Engagement ProSystem fx UPS CCH

What PKF O'Connor Davies Is Building

◆Challenges

Expanding m&a advisory practice
Financial and fraud investigations
Cmmc readiness
Reducing risk
Strengthening governance
Minimizing business disruption
Complex tax issues affecting exempt organizations
Managing multiple client engagements
Scheduling conflicts
Complex federal tax issues

▲Active Projects

Sell-side and strategic m&a transactions
Email/domain consolidation
Cmmc readiness assessment for dib clients
Cpe programs
Process improvement initiatives related to resource management and operations efficiency
Nist 800-171 implementation for dib clients
Ssp and poa&m development
It integration roadmap for newly acquired firms
Intermediate sanctions and excess benefit transactions
Private foundation compliance

Hiring Activity

Decelerating130 roles · 35 in 30d

Department

Finance

Security

Legal

Ops

Engineering

Other

Tax

Audit

Seniority

Manager

Senior

Intern

Director

Mid

Junior

Notable leadership hires: M&A Tax Director, Trust & Estate Director, Managing Director

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About PKF O'Connor Davies

PKF O'Connor Davies operates as a partnership-structured accounting and advisory firm serving domestic and international mid-market clients. The practice spans audit and compliance, tax planning and filing, wealth and estate services, and IT advisory — particularly in CMMC and NIST 800-171 readiness for defense industrial base (DIB) contractors. The company is headquartered in Harrison, NY and operates at scale across 1,001–5,000 employees. Recent initiatives include sell-side and strategic M&A transaction support, CMMC readiness assessments, email and domain consolidation, and IT integration roadmaps for acquired firms.

HeadquartersHarrison, NY

Company Size1,001–5,000 employees

Founded1891

Hiring MarketsUnited States

Frequently Asked Questions

What is PKF O'Connor Davies's tech stack?

Core tools: CCH ProSystem fx (tax engagement and practice management), QuickBooks, Excel, Microsoft Office, CCH ProSystem fx Engagement. Compliance: ISO 27001, CMMC. No active adopting or replacing signals in the data.

What is PKF O'Connor Davies working on?

Key projects: sell-side and strategic M&A transactions, CMMC and NIST 800-171 readiness for DIB clients, IT integration roadmaps for acquired firms, CPE programs, and process improvement initiatives around resource management and operations efficiency.