About Us

PBO Advisory Group provides individualized finance, accounting, human resources, and operations advisory and outsourced services to help businesses increase efficiencies and profitability, and achieve their short- and long-term goals.

Our Approach

When you contact PBO Advisory Group, we quickly assess your organization’s current situation and learn about your short-term needs as well as long-term strategies. We then create a detailed scope of work that spells out the project timeline, milestones, tasks, deliverables, and fees, which is presented to you for review and discussion. If you like what you see, we’ll sign an agreement and get right to work.

By detailing the project scope at the start of the engagement, you benefit from our Scalable Solutions approach that is designed to strategically manage control and growth, and seamlessly connect fine business details to the big picture. Our Scalable Solutions approach is a proven process that delivers results while preventing stress and avoiding higher costs.

By initially detailing the project via a comprehensive plan, we then can cost effectively deploy the specific resources you need. Our advisors and outsourced professionals are carefully matched to each project to ensure you are getting the most highly qualified support you need at the most affordable fee with zero waste.

We’d be happy to provide you with more information about how we plan and deliver our services.

Leadership

Mike Ford
Mike Ford

President & Founder


Mike Ford

President & Founder

With more than 35 years of management consulting, business advisory, and outsourcing experience, Mike has provided services to more than 400 clients in various industries. Before founding PBO Advisory Group, he worked for Deloitte – eight years in their consulting group and six years as the managing director for Resources Global Solutions (NASDQ: RECN). He is the co-founder of several professional services firms including NBS Finance and RoseRyan’s Southern California division. Mike also founded and worked as a sports agent at 7 Sport Group. He is a member of the Forbes Finance Council and contributes articles on accounting and finance issues. Mike is a former member of the City of La Mesa Planning Commission and served on the board of directors of the Leukemia Society’s San Diego & Hawaii Chapter. Beyond his professional pursuits, Mike is a co-author of two sports books. He holds a bachelor degree from Bowling Green State University (Ohio) in political science & economics and has two master’s degrees from The Ohio State University.

Francesca San Diego
Francesca San Diego

CEO & Member


Francesca San Diego

CEO & Member

Fran has nearly 30 years of experience in finance and business management in a wide range of organizations, including three start-up ventures. Her areas of expertise include financial oversight, strategic planning, and business development. Her experience includes key financial positions at Sony and The Wherehouse, serving as CFO of an internet start-up, and CFO/COO of a global entertainment business where she had full P&L responsibility. Fran is passionate about supporting entrepreneurs in growing their businesses. She attended Vanderbilt University, where she earned a BS degree in Math & Sociology.

Jennifer Rebis
Jennifer Rebis, CPA

CFO


Jennifer Rebis, CPA

CFO

With more than 20 years of progressive accounting experience, Jennifer works with clients to improve their accounting functions and provides recommendations and support to bolster efficiencies and profitability. Jennifer has extensive experience implementing accounting best practices, month-end close processes, payroll administration, and internal controls as well as audit and financial statement preparation for various businesses. She has held management positions at multiple organizations and has developed specific expertise in the specialized accounting and finance needs of life science companies. Her in-house experience, ranging from department management and oversight to implementing internal controls and supporting annual audits, gives her a unique perspective to the benefit of the clients she now works with. After attending California State University, Chico with a degree in business administration with a concentration in accounting, Jennifer started her career as a CPA and auditor for a Northern California accounting firm.

Nicole Devine
Nicole Devine

Consulting Chief People Officer

Human Capital and Human Resources Services


858-622-1681, x287

Nicole Devine

Consulting Chief People Officer
Human Capital and Human Resources Services

Bringing over 19 years of industry experience to her role, Nicole’s extensive career path includes holding positions as director of HR, assistant vice president of employee relations, and corporate executive trainer for mid-large size companies. She has contributed her expertise to a range of industries, including global brokerage, consumer package goods, logistics, manufacturing, and executive search. She also owns two patents for innovative marketing concepts. Nicole’s professional affiliations include serving as a member of the HR Forbes Council. In 2022, she was named a finalist for the SDBJ Business Woman of the Year award. Embodying her personal philosophy of “living the width of their lives, not just the length,” Nicole approaches her professional and personal endeavors with a comprehensive perspective, driving impactful outcomes. She has a BA in organizational psychology and a minor in business law at Sonoma State University, and certifications as a DISC Certified professional and a 12 Driving Forces Certified expert.

Josh Siler
Josh Siler, CPA

Senior Manager

Business Advisory and Accounting Services


Josh Siler, CPA

Senior Manager, Business Advisory Services

With over 13 years of experience, Josh is a technical leader dedicated to elevating business strategy, financial reporting, and internal controls. His diverse background includes auditing for a large national CPA firm and serving corporate clients in various roles including controller, finance director, and CFO. Josh leads a wide range of services including accounting and internal control assessments, financial statement audit preparation, month-end close, and strategic analysis such as budgets, forecasts and technical accounting memorandums. He is a subject matter expert on ASC 842: Leases, ASC 606: Revenue from Contracts with Customers, and other FASB pronouncements resulting in a successful history of passing audits. Josh excels with clients in an array of sectors including life sciences, software and hardware technology, private schools, and nonprofits. He has been a CPA since 2014 and holds a B.S. in Business Administration with an Option in Accountancy from California State University San Marcos.

Rick Dahlseid
Rick Dahlseid, MST, CPA

Consulting Chief Financial Officer

Nonprofit Services


Rick Dahlseid

Consulting Chief Financial Officer
Nonprofit Services

Rick has over four decades of experience in the accounting industry, including nearly two decades of nonprofit leadership and chief financial officer expertise. Before joining PBO Advisory Group, he served as CEO and president of an accounting consulting firm. Throughout his career, Rick has been a leader, mentor and trusted advisor, consistently advocating for positive and productive organizational change. Rick hold’s instructional roles at The Nonprofit Institute at the University of San Diego and The University of California San Diego-Extended Studies. He is a member of the Financial Executives International, the Financial Executive Networking Group, Corporate Directors Forum, and the CFO Roundtable. He was recognized as a 2023 Top 50 Nonprofit Board Leader of Influence and a Men of Influence honoree in San Diego in 2021. Rick holds a master’s degree in taxation from the Golden Gate University and a BS degree from California State University, Chico in business and accounting.

Michael LaMoureaux
Michael LaMoureaux

Operations Manager


Michael LaMoureaux

Operations Manager

Michael has over 11 years of professional experience in the accounting and finance industry. As the operations manager at PBO Advisory Group, he oversees multiple aspects of the firm including process improvement, system implementation, new account establishment, employee onboarding, and marketing and public relations, as well as day-to-day operational functions. Prior to taking on a leadership role, Michael was a senior staff accountant with the firm. Michael has played an important role in our rebranding efforts and rapid growth, as exemplified through his management efforts of implementing numerous systems including the firm’s new human resources information system, data retention and security system, CRM, and billing system. He is the firm’s liaison for multiple outsourced vendors as well as the face of PBO Advisory for our new hires. Michael received his degree in economics from San Diego State University.

History

Since the inception of PBO Advisory Group in 2011, we have continually made significant 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. Click on the dates below to learn more about our evolution

PBO Advisory Group Announces Leadership Changes

Francesca San Diego becomes the firm’s new CEO, Mike Ford transitions to the role of president and founder, and Jennifer Rebis, CPA assumes the role of chief financial officer.

PBO Advisory Group Adds Human Capital Consulting Service Offering

The impacts from the pandemic has changed the workforce and cultures of most businesses. PBO Advisory recognizes the need and hires Nicole Devine to head up our Human Capital Consulting service offerings to help businesses and non-profits adapt to these changes.

A New Minority Partner is Added

Francesca San Diego becomes a minority partner of PBO Advisory Group after helping the company achieve its most profitable operational year to date.

PBO Advisory Group Adjusts to the Pandemic

The global pandemic in 2020 impacts many of our clients. We immediately pivot our service offerings to support businesses and non-profit organizations. PBO Advisory helps hundreds of businesses and non-profit organizations throughout the USA secure the Paycheck Protection Program (“PPP”) Loans and the Employment Retention Tax Credit (“ERTC”).

Pro Back Office Rebrands to PBO Advisory Group

Pro Back Office rebrands to reflect our expanded service offerings that help businesses from start up to exit. In addition to its outsourced accounting services, PBO Advisory Group now offers strategic business consulting and compliance services to help companies that are expanding or focusing on an exit strategy.

Pro Back Office Adds New Members to the Executive Team

Veteran CFOs Francesca San Diego joins Pro Back Office’s executive team to help with our future client expansion and diverse service offerings.

Pro Back Office Expands Into Governance & Compliance

Pro Back Office acquires the southern California division of IPSA International. We now have the ability to handle governance risk and compliance work, serving business from the starts up stage to publicly traded companies.

Pro Back Office Invests in Infrastructure

We made significant improvements to the company infrastructure throughout 2015 and 2016, positioning Pro Back Office for tremendous growth in the years to come.

5th Fastest Growing Company in San Diego

From 2013-2015, we grew 408% and are named the fifth fastest growing business in San Diego in 2013. Pro Back Office will make the list for three consecutive years.

Pro Back Office Rebrands and Refocuses

Pro Back Office rebrands and focuses on small to mid-size business and nonprofit organizations.

Pro Back Office LLC is Formed

Our founder Mike Ford, along with three other business executives, start Pro Back Office. The new organization’s initial business plan is to provide back office professional accounting and operational services to pro-athletes and professional business associations, therefore the word “Pro” as part of the company name.

Community

Being a good community member is an important aspect of our culture. Through PBO Advisory Group’s financial support and sponsorships, as well as the volunteerism of our team, we are working to make a positive difference and have a lasting impact on our industry, the San Diego community, and beyond.