PBO Advisory Group

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. and internationally.

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.

Our unique approach, combined with our dedication to quality, integrity, and excellence, is what differentiates PBO Advisory Group from other firms.