Planning
Align your people and your finances before the calendar turns. Expert guidance for leaders navigating Q4 with clarity and confidence.
Year-end planning works best when it starts early. Schedule a planning conversation with PBO Advisory →
A Leader's Guide to Strategic Year-End Planning | Aligning People & Money for 2026
For a growing business, year-end planning often defaults to a budgeting exercise. The leaders who enter the new year with momentum do something fundamentally different.
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A Leader's Guide to Strategic Year-End Planning | Aligning People & Money for 2026
Stop budgeting and start aligning. A CEO's guide to auditing your time, defining your 2026 vision, and integrating your financial and talent strategies for scalable growth.
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Year-End Reflections | A CFO's Perspective on Resilience, Growth, and the Road to 2026
A CFO's reflection on 2025 and 4 critical pillars for 2026 — navigating risk, cash flow, and finance transformation.
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Year-End Reflections from the CPO | Building the Organization of 2026
How to navigate succession planning, dismantle silos, and treat culture as a performance system for scalable growth in 2026.
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Your Year-End Readiness Checklist
The organizations that enter Q1 strongest are the ones who use Q4 intentionally. Here's what that looks like in practice.
Schedule a Planning Session →Finance & HR Must-Do's
Financial Close & Reconciliation
Accounts reconciled and books ready for accurate reporting before December 31.
2026 Budget Finalized
Operating budget approved with headcount, capex, and departmental allocations locked in.
HR Compliance Review
Employee handbooks, offer letters, and compliance policies audited and updated for the new year.
Compensation & Benefits Review
Market-rate adjustments evaluated and benefits renewals negotiated before open enrollment closes.
Strategic Plan for 2026
Leadership aligned on priorities, KPIs set, and accountability structures in place before January 1.
Tariff Refunds | Navigating the IEEPA Refund Process
If your clients import goods, tariff refunds may be available with a tight window to claim: a critical year-end consideration.
Read More →Business Analytics | The Integration Advantage
Year-end is the right time to assess whether your finance and HR data are working together or against you.
Read More →Succession Planning as Strategic Renewal
Year-end planning is the ideal moment to begin or revisit your leadership succession plan before next year's pressures arrive.
Read More →Planning for 2026 | Why People and Money Must Be Aligned
In this episode, host Joey McCoy sits down with Francesca San Diego, Jennifer Rebis, and Nicole Devine to discuss the strategic alignment of your two largest resources: your People and your Money.
Full PBO Perspectives Library
Follow for ongoing insights on finance, HR, strategy, and what's ahead for growing organizations.
Make the Most of Year-End
PBO Advisory partners with $5-50M organizations to align people, finances, and strategy before the calendar turns. Let's talk about what your year-end should look like.
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