ADVISORY isn’t just part of our name – it’s what we do*

*And we do more, too!

What’s in a name?

Our name – PBO Advisory Group – provides a clue to one of our key service areas – advising businesses and nonprofits on how to improve their organizations in a variety of areas.

From helping start-ups develop processes and procedures to strategic guidance during a sale or merger, we advise on all phases of the business cycle. We employ scalable solutions to meet the unique needs of your business with a focus on efficiency and profitability, in the areas of:

  • Accounting & Finance
  • Human Capital Consulting
  • Operations

In our latest video, members of our leadership team provide more detail about what these advisory services include and how your business will benefit.

Our website also provides more information about these advisory services.

But don’t let our name fool you.

Advise is only one of three key ways in which we help clients.

We also:

Assess what your organization is doing well and where improvements can be made by reviewing people, processes, and systems and making recommendations that align with your business goals.

  • Accounting Assessments
  • Human Resources Foundational assessments
  • Business Continuity Assessments

And we Outsource by leveraging our diverse skills to fill interim employment gaps or serve as your entire outsourced department. We also provide high-level fractional employees, including CFO and CPOs.

  • Accounting Outsource Services
  • Human Resources Outsource Services

We could have named our firm PBO Advisory Assessing Outsourcing Group, but it wouldn’t fit on our business cards!

If you’d like more information on how we Assess, Outsource, and Advise and how these services will help improve your organization, please reach out to us.


Francesca San Diego
CEO & Member
fran@pboadvisory.com
(858) 935-48476