PBO Advisory Group Celebrates a Successful Year at Our Annual Holiday Party

PBO Advisory Group’s annual holiday party was a huge hit! Thank you to everyone who attended and helped coordinate the successful event.

Hosted by our Social Committee, the party was held at the Bali Hai Restaurant in Shelter Island on the evening of December 17th. Beginning with a social hour and followed by a sit-down dinner and live music from the Jim Allen Band, members of the PBO Advisory team enjoyed food, fun and festivities at this celebratory end-of-the-year event.

In addition to spreading holiday cheer, this event was a celebration of yet another successful year for PBO Advisory. Amidst moving into our new office and helping hundreds of clients navigate the challenges of COVID-19 with PPP loans, employee retention tax credits, shuttered venue operators grants and more, the PBO Advisory team still managed to go above and beyond for our company, clients and community.

We teamed up with Hands On San Diego for a service project to support the Boys and Girls Clubs of Greater San Diego (Clairemont Branch) and also hosted a charity golf outing to raise funds for the National Multiple Sclerosis Society.

In recognition of our top business practices and welcoming culture, PBO Advisory was named a Top Workplace by the San Diego Union-Tribune and among San Diego’s Best Places to Work by the San Diego Business Journal, both for the fifth year in a row. Additionally, our Consulting CFO Rick Dahlseid was named among San Diego’s Men of Influence by SD Metro Magazine.

Happy holidays and cheers to another successful year in 2022!