Insights
Blog Post
Agility Is the SMB’s Secret Weapon: How to Operationalize the Advantage of Size
Most SMBs operate as if their size is a disadvantage in a market dominated by larger competitors. They watch what…
Learn MoreBlog PostCase Study
Stanislaus County Affordable Housing Corporation: Building a Transparent, Monthly-Close Financial Operation
Stanislaus County Affordable Housing Corporation (StanCo) is a mission-driven nonprofit based in Modesto, California, dedicated to expanding access to affordable…
Learn MoreBlog Post
Fractional vs. Interim | What’s the Difference, and Which One Do You Need?
We get this question a lot, and I understand why. Fractional and interim can sound like two versions of the…
Learn MoreBlog PostCase Study
Strategic Solutions for a Growing Construction Company
The client is a mid-size commercial and residential construction company operating across Southern California. With more than 15 years of experience and…
Learn MoreBlog PostCase Study
Scaling Financial Systems to Understand and Support Practice Expansion
A multi-location dental organization operating across Southern California, with a strong reputation for quality patient care and steady clinical volume across three service lines:…
Learn MorePodcast
The Human Side of Succession ft. Mary O. Andrews
The first three episodes of PBO Advisory’s succession planning series covered the framework, the financial architecture, and the practical…
Learn MorePodcast
Boards, Clients, and Where to Start | Putting Succession Planning Into Practice – PBO Advisory Group
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
Learn MoreBlog Post
Designing Rewards That Reinforce Strategy | A CPO’s Perspective on Total Rewards
Many organizations limit their view of Total Rewards to pay and benefits. In truth, Total Rewards is a strategic tool…
Learn MoreBlog Post
Compensation as Capital Allocation | A Consulting CFO’s Perspective on Total Rewards
In my work as a Consulting CFO, the conversation I have most often with leadership teams is not about whether…
Learn MoreBlog Post
Aligning Total Rewards with Strategic Goals | A CEO’s Perspective
As CEOs, we invest in people not just because it is the right thing to do, but because talent is…
Learn MoreBlog Post
Total Rewards | The Strategy Execution Plan Hiding in Your P&L
Walk into any executive team meeting and ask a simple question: what business outcomes are our compensation plans designed to drive?…
Learn MorePodcast
From Plan to Practice | The Honest Conversations Behind Real Succession Planning
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
Learn MoreBlog PostCase Study
Khan Lab School: Building Strategic Benefits Infrastructure for Educational Innovation
Established in 2014, Khan Lab School is a non-profit, independent K-12 school in Mountain View, California. The school specializes in…
Learn MoreBlog Post
Tariff Refunds | Navigating the IEEPA Refund Process
The CBP Automated Processing Environment (CAPE) allows Importers of Record (IORs) and Authorized Customs Brokers (ACBs) to submit refund claims…
Learn MorePodcast
Business Analytics as a Leadership Discipline
In Episode 1 of this series, PBO’s CEO, Consulting CFO, and Sr. Finance Consultant and Human Capital Advisor discussed why…
Learn MoreBlog Post
Business Analytics | The Integration Advantage
The organizations gaining the greatest analytical advantage are not necessarily the ones with the most data. They are the ones…
Learn MoreBlog Post
Human Capital Analytics | A Finance Consulting Perspective
The organizations gaining the greatest analytical advantage are not necessarily the ones with the most data. They are the ones…
Learn MoreBlog Post
Business Analytics as a Capital Allocation Discipline | A CFO’s Perspective
The role of the CFO has always been to ensure that financial resources are deployed with discipline and intention. But…
Learn More