Assess

In-depth analysis of people, processes, and systems

Accounting Assessments


Our accounting and finance advisors assess your accounting functions. We then make recommendations to optimize performance and growth through adjustments and enhancements to these functions, while aligning them with your business strategies and goals.

Your organization receives an individualized assessment that determines strengths and gaps. We also provide a plan to improve your accounting and finance policies, procedures, technology, resources, and team designed to improve accuracy, enhance internal controls, timely financial reporting, and more.

Our outsourced accounting services professionals are available to assist you in implementing this plan, as needed.

a person performing finance calculation
chess pieces circling a single green chess piece that is placed on top of a magnifying glass

Human Resources Foundation Assessments


PBO Advisory Group’s human capital advisors assess and evaluate your human resources functions as a whole. We examine compliance and systems, staffing, technology, and workflows. We then engage with leadership to plan and implement enhanced performance and growth initiatives in support of your organization’s overall goals.

HR is often viewed as a separate entity within an organization. However, when your human resources function is fully aligned with your business strategy, the value and effectiveness of HR expands exponentially.

Business Continuity Assessments


Your organization can be shuttered at any time. Natural disasters, pandemics, manufacturing and human error, fraud, negative press, and more make businesses vulnerable. Without specific continuity measures in place, you may be gravely impacted and the timeline to recover can be long and arduous, if you recover at all.

PBO Advisory Group’s business advisory team assesses operational and financial aspects of your business to evaluate where you are at risk and customizes recommendations and options for how you can minimize exposure. We also work with you to develop various disaster scenarios and corresponding detailed plans to keep the doors open and recover efficiently if disaster does strike.

a group of people sitting at a conference table with mask on
beads filing in line to demonstrate internal control

Internal Control Assessments


PBO Advisory Group’s human capital advisors assess and evaluate your human resources functions as a whole. We examine compliance and systems, staffing, technology, and workflows. We then engage with leadership to plan and implement enhanced performance and growth initiatives in support of your organization’s overall goals.

HR is often viewed as a separate entity within an organization. However, when your human resources function is fully aligned with your business strategy, the value and effectiveness of HR expands exponentially.