PBO Advisory Group

PBO Advisory Group Assessments, Outsource and Advisory Services for Accounting & Finance, HR & HC, and Business Ops and internationally.

At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase efficiencies and profitability, and help organizations reach their short- and long-term goals. We have successfully improved the way organizations run for more than 10 years and are proud of the differences we have made for our

clients throughout the U.S. Assess: Our professionals provide in-depth analysis to assess what your organization is doing well and where improvements can be made in the areas of accounting, foundational HR, and business continuity. We review people, processes, and systems and make recommendations that align with your business goals. Outsource: Our diverse skill sets in the areas of accounting and HR allow our team to fill interim employment gaps or serve as your entire outsourced department, remotely or onsite. We also provide fractional Chief Financial Officers and Chief People Officers. Advise: We counsel organizations during all phases of the business cycle, from start-up to M&A, in the areas of accounting & finance, human capital consulting, and operations. We employ scalable solutions that focus on efficiency and profitability while meeting the unique needs of each client. We also work with clients in navigating the Employee Retention Tax Credit program to receive tax refunds. PBO Advisory works in a wide range of industries, including construction & related services, life science, manufacturing & distribution, nonprofit, private school, professional services, retail, and technology. We continually make significant internal organizational and business changes to keep our competitive edge and to meet the ever-changing needs of our clients. Over the years we have remained relevant by adding key senior level resources, expanding our market, encouraging innovation, adapting new technologies, and adding new service offerings to help our clients adapt to the global economy. Our unique approach, combined with our dedication to quality, integrity, and excellence, is what differentiates PBO Advisory Group from other firms.

You've spent October thinking about your 'People and Money' challenges.Now it's time to solve them. Whether you need to ...
10/28/2025

You've spent October thinking about your 'People and Money' challenges.

Now it's time to solve them. Whether you need to streamline your finances or build a stronger team, our integrated advisory approach provides the clarity and support you need to reach your goals.

Schedule a complimentary consultation with our advisory team today and let's build your growth strategy together.
➡️ https://pboadvisory.com/contact/

Why choose between a financial advisor and an HR consultant when you need both? At PBO, we believe the best strategies l...
10/27/2025

Why choose between a financial advisor and an HR consultant when you need both?

At PBO, we believe the best strategies live at the intersection of People and Money. Our fractional CFOs collaborate with our HR advisors to give you a truly holistic view of your business. This integrated approach means your hiring plan aligns with your budget, and your financial forecasts account for your talent needs.

It's the smarter way to scale.

Scale with us today at https://pboadvisory.com/contact/

A bookkeeper records history. A controller manages the present. A strategic CFO builds the future. Our fractional CFOs d...
10/24/2025

A bookkeeper records history.

A controller manages the present.

A strategic CFO builds the future.

Our fractional CFOs do more than just manage your books; they provide forward-looking financial strategy. We build dynamic budgets, analyze ROI on key investments, and sit with your leadership team to map a clear path to profitability.

Ready for a financial partner who looks ahead? Let's connect. ➡️ https://pboadvisory.com/accounting-finance/

Feeling overwhelmed by HR compliance, recruiting, and employee relations? You're not alone. Many leaders spend too much ...
10/10/2025

Feeling overwhelmed by HR compliance, recruiting, and employee relations?

You're not alone. Many leaders spend too much time on HR tasks and not enough time on growth. Our outsourced HR advisors act as a seamless extension of your team, providing the strategic guidance and hands-on support you need to build a high-performing culture while mitigating risk.

Learn more about our HR services: https://pboadvisory.com/human-resources-outsource-services/

A bad hire can cost you 30% of their first-year salary. But the damage doesn't stop there. It impacts morale, productivi...
10/09/2025

A bad hire can cost you 30% of their first-year salary. But the damage doesn't stop there. It impacts morale, productivity, and client relationships. Strategic HR isn't just about compliance; it's about protecting your bottom line. In our latest article, we break down the hidden ROI of getting your 'People' strategy right.

Read it here: https://pboadvisory.com/the-roi-of-strategic-hr-consulting-turning-people-into-profit/

Every business owner manages two core assets: their People and their Money. When they're out of sync, the entire busines...
10/08/2025

Every business owner manages two core assets: their People and their Money.

When they're out of sync, the entire business suffers. Poor hiring decisions drain your cash flow. Unclear financials lead to team anxiety and turnover.

We're diving deep into how integrating your People and Money strategies is more than just a good idea; it's the key to sustainable growth.

What's the bigger challenge in your business right now: People or Money?

At PBO Advisory, we know that the sweet spot for success is where your people and your money strategies meet.This is esp...
09/30/2025

At PBO Advisory, we know that the sweet spot for success is where your people and your money strategies meet.

This is especially true for compliance. Want to build a culture that’s ethical, trusted, AND profitable?

You have to consider both sides.

Let us show you how ➡️ https://pboadvisory.com/contact/

The San Diego Business Journal has published its full rankings, and we're proud to be a "Best Place to Work" for 2025!We...
09/27/2025

The San Diego Business Journal has published its full rankings, and we're proud to be a "Best Place to Work" for 2025!

We believe our commitment to Growth and Innovation is what sets us apart. If you're a talented professional looking to join a team that values its people, check out our career opportunities.

Learn more about our culture and view open positions here: https://pboadvisory.com/careers/

Grow your skill set, take on new challenges, interact with a great team of talented peers and/or adjust your work-life balance

Happy HR Professional Day!To all the HR leaders and professionals who tirelessly work to support their people, navigate ...
09/26/2025

Happy HR Professional Day!

To all the HR leaders and professionals who tirelessly work to support their people, navigate complex regulations, and build strong workplace cultures, we celebrate you today. Your work is the foundation of a thriving business.

Address

3655 Nobel Drive, Suite 520
San Diego, CA
92122

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+1 858-622-1681

Alerts

Be the first to know and let us send you an email when PBO Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to PBO Advisory Group:

Share

Category