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PBO Advisory Group

@pboadvisory

Providing Assessments, Outsource Services, and Advisory Services in the areas of Accounting & Finance, Human Resources & Human Capital, and Business Operations.

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Virtually Yours - the obvious solution 🇺🇦 photo

@NicolaWorkman

This recognition highlights our commitment to excellence in client service and a workplace culture that attracts and retains top talent. We’re proud to keep growing, innovating, and leading by example. loom.ly/JhV8Fmg @sdbusiness #accounting #operations #humancapital

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PBO Advisory Group was thrilled to hit the green at the @SDICBSA 42nd Annual Golf Tournament with our friends from @BankEndeavor! It was a great day supporting a meaningful cause—empowering youth through Scouting. #PBOcares #boyscouts #golfforgood #supportingsandiego

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This #VeteransDay, we honor those who have served our country. At PBO Advisory Group, our HR team proudly holds the Veterans at Work Certificate from @SHRM, reinforcing our commitment to hiring and supporting veterans. Thank you to all veterans for your service and dedication.

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Ensure your HR department is ready for 2025 with PBO Advisory Group’s year-end #HRchecklist. From compliance updates to year-end reporting, this checklist covers everything you need to close out the year with confidence. Download your copy today! loom.ly/DSujCSI

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Alex Messina shares how PBO Advisory Group’s #culture is both professional and supportive. For over 10 years, he’s experienced a #workplace where #teamgrowth and #clientsuccess go hand in hand. We’re proud to foster a culture that cares about both. loom.ly/Eg-glYU

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Get ahead with PBO Advisory Group’s 2024 year-end #financialchecklist. From W-2s and 1099s to tax planning and budgeting, this checklist will keep your business organized and ready for 2025. Download now to simplify your year-end process. loom.ly/kEV6vzA #businessfinance

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Grant Page is leading the charge in #cybersecurity innovation and community resilience, and we’re proud to partner with him and the team at @centrexIT Through our collaboration, Grant has provided our clients with proactive strategies to tackle today’s toughest #cyberthreats.

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Who do you need on your exit and #successionplanning team? In a recent PBO Advisory webinar, we took a deep dive into the roles of key experts in ensuring a successful #businesssale. With the right team, you can drive value and ensure a smooth transition. loom.ly/ZJzFtHk

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We're excited to share that Luke Thibodo has been promoted to #AccountingManager! With over 10 years at PBO Advisory Group, he'll now lead the accounting team and oversee key functions like financial reporting and compliance. Congrats, Luke! #promotion

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JFS of Silicon Valley is expanding vital services for refugees, Holocaust survivors, and older adults. We're proud to support JFS by streamlining payroll, #HR, and #accounting. Together, we’re building a stronger community. loom.ly/XonOzak #clientspotlight

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Jodi leadership and attention to detail have set her apart, and we’re proud to announce her promotion to #Controller! With years of experience in financial reporting, budgeting, and accounting processes, Jodi will continue to support our clients with financial operations.

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Tee'ing off for a great cause! PBO Advisory Group was proud to sponsor the 3rd Annual @ywcasandiego Golf Classic, supporting vital services for domestic violence survivors. Thanks to our friends at @johnson_lambert and @calbanktrust for joining us. #golfforgood #supportsurvivors

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Thinking about selling your business? Preparation is key! Discover the four steps that can make all the difference in ensuring a smooth and successful transition → loom.ly/bUVJ028 #exitplanning #businesssale #businesstips #exitstrategy

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Peggy Edmead brings 20+ years of multi-state accounting, compliance, and process expertise to PBO Advisory Group as our new Sr. Accounting Manager. We're excited for the fresh perspective she'll offer our clients and team. Welcome, Peggy! #newhire #outsourcedaccounting

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#Taxcredits like #WOTC and #NEC and programs like California’s ETP can reduce business costs while boosting employee engagement and culture. In a recent PBO Advisory webinar, a panel of experts discussed how businesses can maximize these incentives → loom.ly/2jnaCVA

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Meet Tami Bennett, our new #Controller at PBO Advisory! With 30+ years of experience in accounting, Tami brings valuable skills in auditing, budgeting, and software. She’s all about making our clients’ businesses run smoothly. Join us in welcoming her to the PBO Advisory team!

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The PBO Advisory team hit the Del Mar Riverpath for a hike along the San Dieguito River, followed by drinks at @viewpointbrewco Connecting outside the office is a big part of what keeps our team strong. Thanks to everyone who made it out! #companytculture #teamhike #PBOteam

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On HR Professional Day, we celebrate the #HR and #HumanCapital advisors at PBO Advisory who align people strategies with business goals. Their work ensures our clients remain compliant, efficient, and positioned for growth. To all HR pros making an impact, today’s for you!

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Getting ready to sell your business? Don’t miss these four important steps, including reviewing the business’s ownership structure and ensuring you have an employment contract in place. Prepare now for a smooth transition later. loom.ly/sTO6oho #exitplanning

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Planning to sell your business or retire? Don’t miss part 2 of our #Succession and #ExitPlanning webinar series ft. experts from PBO Advisory, @ThinkSBA, @ShorelinePtrs, and @LevitZacks Register here: loom.ly/7yBp9PU Missed part 1? Catch up here: loom.ly/GVQxb_Y

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