Business Details
15 Years
experience
Trusted Strategic Advisory for Business Growth
PBO Advisory Group is a strategic advisory firm dedicated to unlocking business potential through expert finance, HR, and operational solutions. Since 2011, we have delivered customized roadmaps for lasting growth, combining targeted assessments with flexible outsourcing to address unique organizational challenges. Our experienced professionals act as an extension of client teams, providing insights and actionable strategies tailored to specific needs. Our Scalable Solutions approach ensures cost-effective resource deployment, with project scopes detailed upfront to align with client goals and budgets.We bring deep industry expertise across life sciences, private education, nonprofits, and technology sectors, prioritizing integrity, innovation, and client-focused outcomes. With decades of collective experience, our leadership has served over 400 clients globally, emphasizing transparency, accountability, and sustainable growth strategies. Our commitment to community and continuous organizational evolution ensures we remain at the forefront of adaptive business solutions.
Services
Accounting Assessments
Human Resources Foundation Assessments
Business Continuity Assessments
Accounting Outsourcing
HR Outsourcing
Human Capital Consulting
Life Science Advisory
Nonprofit Consulting
Technology Sector Solutions
Fractional CFO Services
Details
- Year established: 2011
Highlights and features
- We offer 10+ years of experience in strategic advisory services
- Our team specializes in industry-specific finance and HR expertise
- We implement scalable solutions for cost-effective resource deployment
- Our proven process prevents stress and reduces operational costs
- We provide transparent project scopes with defined deliverables and timelines
What people say
Strategic insights
Customized roadmaps
Successful exits
Expert industry knowledge
Effective outsourcing
Services
Accounting Assessments
Our team conducts comprehensive accounting function reviews to identify operational inefficiencies and implement best practices. We analyze month-end close processes, internal controls, and financial reporting structures to improve accuracy and compliance. With specialized experience in life sciences and technology sectors, we provide tailored recommendations that enhance financial performance and scalability.
HR Outsourcing
We offer full-cycle human capital services, including compliance management, employee relations, and process optimization. Our certified professionals implement HRIS systems, develop policy frameworks, and provide strategic guidance aligned with business objectives. With expertise in compliance risk mitigation and organizational psychology, we help clients build effective workforce strategies that drive growth and employee satisfaction.
Fractional CFO
Our experienced CFOs provide strategic financial guidance for organizations needing temporary or part-time leadership. Services include financial planning, capital strategy development, and investor relations support. With CPA-certified professionals, we deliver expert oversight of financial operations while aligning fiscal strategies with long-term business goals across various industries.
Business Continuity Assessments
We evaluate organizational readiness for disruptions through comprehensive business continuity assessments. Our approach identifies critical operational vulnerabilities and develops mitigation strategies to ensure operational resilience. By combining risk management frameworks with industry expertise, we help businesses maintain continuity during crises while aligning recovery plans with strategic objectives.
Compliance Consulting
Our compliance experts specialize in navigating complex regulatory environments, including PAGA requirements and governance standards. We conduct audits, develop compliance programs, and provide ongoing support for evolving regulatory landscapes. With experience in labor law compliance and governance risk management, we help organizations implement robust compliance frameworks that minimize legal risks and maintain operational integrity.
People
Mike Ford
President & Founder
With 35+ years in consulting, Mike established PBO Advisory Group after Deloitte and Resources Global Solutions leadership roles. His expertise spans business strategy and financial operations across 400+ clients globally.
Francesca San Diego
CEO
Bringing 30 years of financial leadership experience, Fran previously served as CFO for global entertainment and internet startups. She holds a Vanderbilt University BS in Math & Sociology and drives strategic growth initiatives.
Jennifer Rebis
CFO
A CPA with 20+ years in accounting leadership, Jennifer specializes in financial process optimization for life sciences companies. Her expertise includes internal controls implementation and audit preparation for diverse business sectors.
Nicole Devine
Chief People Officer
With 19 years in HR leadership roles, Nicole focuses on human capital strategy and compliance. Her experience spans global brokerage and manufacturing industries, supported by DISC certification and organizational psychology expertise.
Josh Siler
Senior Manager
A CPA with 13 years in advisory services, Josh specializes in technical accounting and financial reporting. His expertise includes ASC 842 and ASC 606 compliance for technology and life sciences sector clients.
Questions
What industries does PBO Advisory Group specialize in?
We specialize in life sciences, nonprofit organizations, private schools, technology, and professional services sectors.
What makes your advisory approach unique?
Our Scalable Solutions methodology combines detailed project scoping with targeted resource deployment for cost-effective outcomes.
Do you offer fractional leadership services?
We provide fractional CFO, HCO, and HRO services with experienced professionals for interim or ongoing support.
How do you handle compliance assessments?
Our compliance services include governance risk assessments and PAGA audit support with proven compliance strategies.
Can you support business growth phases?
We counsel organizations through all growth stages, from startup development to merger and acquisition strategies.
What geographic areas do you serve?
We serve clients across the United States and internationally through remote and onsite service delivery.
Reviews (5)
Dmac'S. Auto Repair
Apr 16, 2021
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I had a valuable conversation with Scott Palka, a real knowledgeable and caring gentleman. He gave me outstanding advice regarding our business operation as well as the SBA PPP Loan Program and also the filing for Loan Forgiveness. I would highly recommend the PBO Advisory Group for all your Professional Accounting and Business Operational Needs.. Thank You Scott.
Garth Rolfe
D Mac's Auto Repair
Escondido, Ca.
Garth Rolfe
D Mac's Auto Repair
Escondido, Ca.
David Chong
Jan 13, 2019
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These guys have provided an array of services that have supported our business. They bring expertise that we don't have in-house and have been responsive to whatever we've needed.
Monday Night Seminar
Jan 11, 2019
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Great team to support our growing needs where Financial reporting is key. Very knowledgeable and quick to get the monthly close complete.
Jamie Ramsay
Nov 09, 2018
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In a matter of months, our amazing partners at ProBack have helped us sort out a number of issues and have taken our human resources, bookkeeping and accounting practices to the next level. I am constantly pleased with their support, consistency, and attention to even the finest details and look forward to continuing to work with them as we keep growing. Thank you to the truly awesome team at ProBack and especially to Jena, Ashley, Diane and Jarrod who have each specifically assisted us every step of the way!
Travis Medley
Jun 12, 2017
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This team is excellent! They have provided us with an incredible array of accounting services ranging from CFO strategy to assisting with day-to-day operations. They have helped our business run smoother - I highly recommend the Pro Back Office team.
