PKF O'Connor Davies
Location: New York, NY, US
Key Facts
- Pricing:
- Custom quote
- Best For:
- Mid-Market, Enterprise
- Industries:
- SaaS, Technology, Financial Services
PKF O'Connor Davies is based in New York, NY. They work with mid-market companies and enterprises. The firm offers SOC 2 Type I and SOC 2 Type II audit services, and primarily serves clients in SaaS, Technology, and Financial Services.
PKF O'Connor Davies is a top-20 U.S. accounting and advisory firm offering SOC 1, SOC 2, and SOC 3 examinations alongside a full range of assurance, tax, and consulting services.
Audit Types
Industries Served
Company Size Focus
Pricing
Custom quote
Trust Signals
- CPA firm
- US-based
- Top 20 US accounting firm
Who PKF O'Connor Davies May Be a Fit For
Based on the firm's listed attributes, PKF O'Connor Davies may be a good match for the following types of buyers. Always confirm fit directly with the firm before engaging.
- Companies in SaaS, Technology, Financial Services looking for a auditor with sector-specific experience.
- Mid-Market and Enterprise organizations that want a auditor with experience at their company size and budget.
- Companies pursuing an initial SOC 2 Type I report or a full Type II audit.
What to Evaluate Before Engaging This Firm
Before signing an engagement letter with any SOC 2 auditor, take time to verify the following. These factors apply broadly but are worth confirming for each firm on your shortlist.
Credentials and standing
If the firm will issue your SOC 2 report, confirm it holds an active CPA license in good standing. Only licensed CPA firms can issue SOC 2 reports. If you are engaging a readiness partner, verify their relevant experience and references.
Scope and deliverables
Clarify what the engagement includes: readiness assessment, gap remediation support, the audit itself, and the final report. Understand what falls outside the scope.
Timeline and availability
Ask for a written timeline from kickoff through report delivery. Understand the observation period requirements and how auditor capacity could affect scheduling.
Pricing transparency
Ask whether fees are fixed or billed hourly, what triggers additional charges, and whether the quote includes all phases of the engagement.
Read more: How to choose a SOC 2 auditor · SOC 2 audit cost guide
Questions to Ask PKF O'Connor Davies
Use these practical questions during an introductory call to evaluate fit, scope, and working style.
- How many SOC 2 audits does your team complete per year?
- What is your experience auditing companies in SaaS?
- Is pricing fixed-fee or time-and-materials?
- What is the expected timeline from kickoff to report delivery?
- Do you offer readiness assessments or gap analyses?
- Who will be my day-to-day point of contact?
- Can you share a sample engagement letter or report?
See all recommended questions: Questions to ask your SOC 2 auditor →
About PKF O'Connor Davies and SOC 2 Audits
- What types of SOC 2 audits does PKF O'Connor Davies offer?
- PKF O'Connor Davies offers SOC 2 Type I and SOC 2 Type II audit services. The firm can handle first-time engagements (Type I) and audits that test whether controls operated effectively over a defined period (Type II).
- What industries does PKF O'Connor Davies have SOC 2 audit experience in?
- PKF O'Connor Davies serves clients in SaaS, Technology, and Financial Services. Sector-specific experience helps an auditor identify the controls relevant to your industry and anticipate regulatory overlaps, such as HIPAA or PCI DSS, during scoping.
- What size companies does PKF O'Connor Davies work with?
- PKF O'Connor Davies works with mid-market and enterprise companies. An auditor matched to your company stage is more likely to scope the engagement correctly and offer pricing that fits your budget.
- Where is PKF O'Connor Davies located?
- PKF O'Connor Davies is headquartered in New York, NY. SOC 2 audits are typically conducted remotely, so location is less important than industry experience and platform familiarity. Overlapping time zones can simplify scheduling and communication.
- How do I know if PKF O'Connor Davies is the right SOC 2 auditor for my company?
- 1. Compare PKF O'Connor Davies's industry experience, platform support, and pricing with two or three other firms. 2. Ask for references from companies similar to yours in size and sector. 3. Confirm CPA licensure and review a sample engagement letter. 4. Verify the proposed timeline fits your compliance deadline.
- What makes PKF O'Connor Davies different from other SOC 2 auditors?
- PKF O'Connor Davies specializes in SaaS and Technology companies, which is a narrower focus than many general-practice audit firms. This specialization typically results in more accurate scoping and faster fieldwork.
- Is PKF O'Connor Davies a good fit for a first-time SOC 2 audit?
- PKF O'Connor Davies works with Mid-market, Enterprise companies. For first-time audits, ask whether the firm offers a readiness assessment, what the typical Type I timeline looks like, and whether they can guide you through control design before formal testing begins.
- How does PKF O'Connor Davies's pricing compare to other SOC 2 auditors?
- PKF O'Connor Davies's listed pricing is Custom quote. SOC 2 audit costs vary based on audit type, scope, company size, and whether readiness work is included. Request line-item proposals from multiple firms to make an informed comparison.
PKF O'Connor Davies vs Other SOC 2 Auditors
This table shows how PKF O'Connor Davies stacks up against other SOC 2 auditors across pricing, audit timeline, industry specialization, and platform compatibility.
| Firm | Industries | Company Sizes | Platforms | Pricing | Timeline |
|---|---|---|---|---|---|
| A-LIGN | SaaS, Technology, Financial Services | SMB, Mid-market, Enterprise | Drata | Custom quote | 6–8 weeks |
| CBIZ | SaaS, Technology, Financial Services | Mid-market, Enterprise | Not listed | Custom quote | Varies |
| Lazarus Alliance | SaaS, Technology, Financial Services | Seed, SMB, Mid-market, Enterprise | Not listed | Custom quote | Varies |
| Smith + Howard | SaaS, Technology, Financial Services | SMB, Mid-market, Enterprise | Not listed | Custom quote | Varies |
| UHY | SaaS, Technology, Financial Services | Mid-market, Enterprise | Not listed | Custom quote | Varies |
Best SOC 2 Auditor for SaaS
SaaS companies
PKF O'Connor Davies audits saas companies and is familiar with the compliance requirements and risk areas common in this sector.
Technology companies
PKF O'Connor Davies audits technology companies and is familiar with the compliance requirements and risk areas common in this sector.
Financial Services companies
PKF O'Connor Davies audits financial services companies and is familiar with the compliance requirements and risk areas common in this sector.
Mid-Market organizations
Experienced working with mid-market companies, with scoping and pricing appropriate for that company stage.
Enterprise organizations
Experienced working with enterprise companies, with scoping and pricing appropriate for that company stage.
How Much Does PKF O'Connor Davies Charge for a SOC 2 Audit?
SOC 2 audit pricing depends on engagement scope, audit type, and firm. Here is what we know about PKF O'Connor Davies's pricing and the factors that affect cost.
Factors that affect SOC 2 audit cost
Audit type
Type I audits (point-in-time) are generally less expensive than Type II audits (operating effectiveness over 3 to 12 months).
Company size and complexity
Larger companies with more systems, employees, and data flows require broader audit scope and more evidence collection.
Industry and regulatory overlaps
Industries with additional frameworks (HIPAA, PCI DSS, FedRAMP) often require expanded scoping and cross-mapping.
Readiness assessment
Some firms bundle a readiness gap analysis; others charge separately. A readiness phase can reduce surprises during fieldwork.
Compliance platform usage
Using platforms like Drata, Vanta, or Secureframe can reduce evidence collection time, which may lower auditor fees.
Timeline urgency
Fast-track or expedited audits often carry premium pricing due to scheduling and resource allocation constraints.
For a detailed breakdown: How much does a SOC 2 audit cost?
SOC 2 Auditors Similar to PKF O'Connor Davies
A-LIGN
Tampa, FL
A-LIGN is a technology-enabled cybersecurity compliance firm and the number one global issuer of SOC 2 reports, having completed over 16,000 audits since its founding in 2009.
CBIZ
Cleveland, OH
CBIZ is a leading provider of financial, insurance, and advisory services including SOC reporting and IT audit through its MHM subsidiary partnership.
Lazarus Alliance
Scottsdale, AZ
Lazarus Alliance is a licensed CPA firm and cybersecurity audit specialist providing SOC 1, SOC 2, and SOC 3 examinations, along with FedRAMP, CMMC, and HIPAA compliance services.
Smith + Howard
Atlanta, GA
Smith + Howard is a CPA and advisory firm providing SOC reporting, IT audit, and risk advisory services with a focus on middle-market companies.
UHY
Farmington Hills, MI
UHY LLP is a national CPA firm and a member of UHY International providing SOC examination, IT risk advisory, and compliance audit services.
Windham Brannon
Atlanta, GA
Windham Brannon is a full-service CPA firm founded in 1957, offering SOC 1, SOC 2, SOC 2+, and SOC 3 examinations along with SOC readiness assessments through its Risk Advisory practice.
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