PKF O'Connor Davies Auditor Profile
PKF O'Connor Davies is a leading New York-area CPA firm with comprehensive System Organization Controls (SOC) reporting and risk advisory services. Strong presence in financial services, real estate, and technology sectors in the Northeast.
With offices across the New York metropolitan area including locations in Connecticut and New Jersey, PKF O'Connor Davies serves as a trusted audit partner for mid-market and enterprise organizations in one of the world's most demanding business environments. Their deep understanding of financial services compliance makes them particularly valuable for asset managers, banks, and fintech companies.
What PKF O'Connor Davies Does Well
- New York market leader — Deep relationships with NYC-area financial services and technology companies.
- SOC expertise — Full SOC 1, SOC 2, SOC 3, and SOC for Cybersecurity reporting capabilities.
- Financial services depth — Understands unique compliance requirements for asset managers, banks, and fintech.
Engagement Process
- Executive-level scoping discussion to define audit objectives and stakeholder requirements.
- Planning phase including risk assessment and control environment evaluation.
- Interim testing and walkthrough of key controls and processes.
- Substantive testing and evidence gathering during the audit period.
- Report issuance with partner review and management discussion of findings.
Pricing Expectations
PKF O'Connor Davies pricing reflects their premium New York market positioning and deep financial services expertise. SOC 2 Type II engagements typically start around $28,000, SOC 1 engagements from $25,000, and ISO 27001 certifications from $20,000. Their pricing is competitive for the quality and specialization they deliver in the Northeast market.
Who Should Choose PKF O'Connor Davies
PKF O'Connor Davies is best suited for mid-market and enterprise financial services firms, real estate companies, and technology organizations in the New York metropolitan area that need SOC reporting or ISO 27001 from a firm with deep understanding of Northeast business requirements and financial services compliance.