PKS & Company, P.A., Certified Public Accountants and Advisors to Business, bridges the gap between generations with an ever-evolving approach to managing clients’ accounting and financial-planning needs.

“We are proactive advisors and business partners, versus historians,” said Daniel M. O’Connell, CPA/PFS, CVA, managing partner. “We become part of our client’s team of advisors. They turn to us regularly to solve everyday problems. We’re in constant communication with our clients, not just once a year.”

It is this approach to client service that’s been integral to PKS for decades. Founded in 1978, its size and scope – with offices in Salisbury, Ocean City and Lewes – does not detract from its ability to personally address the needs of clients, some of whom have been part of PKS’ clientele for generations.

PKS is structured strategically to remain small enough to offer prompt, individualized service yet large enough to provide an inclusive, sophisticated array of services to its clients.

The company’s range of expertise extends to many industries and entities that are central to the Delmarva economy, including healthcare, hospitality, government, agribusiness, condominiums and HOAs, construction, professional services, food service and restaurants, nonprofit organizations and others.

Noting a need among its clients for sound financial-planning advice, PKS established PKS Investment Advisors LLC in 1999. It’s a core belief at PKS that the coordination between financial plans and tax plans benefits clients with a service unique to financial planning. The PKS family of financial advisors provides fee-based advice, solutions and strategies for individuals, families, businesses, estates, trusts and partnerships. As a registered investment advisory firm, PKS adheres to a strict fiduciary standard and provides advice with the client’s best interests in mind. The firm is legally bound to act in its clients’ best interests and has done so since its inception.