# PBO Advisory Group

> PBO Advisory Group is a San Diego-based business advisory and outsourced-services firm, founded by Mike Ford, providing finance/accounting, human resources, human-capital, compliance, and operations support to organizations seeking improved efficiency and profitability.

Company page on Leadbay: https://mad-max.leadbay.ai/company/pboadvisory.com · loaded 2026-10-30

## At a glance

- Website: https://pboadvisory.com
- Team based in: San Diego (pboadvisory.com and 1 more)
- Founded: 2012 (pboadvisory.com and 1 more)
- Industry: Business Consulting and Services
- Employees: 44 (employees and founders, investors not counted; pboadvisory.com and 1 more)
- Seen in its site's code: Microsoft 365 (MX pboadvisory-com.mail.protection.outlook.com), Mailchimp (TXT servers.mcsv.net) (read 2026-10-30)
- Email: info@pboadvisory.com

## What it sells, to whom

- PBO Advisory Group is a San Diego-based business advisory and outsourced-services firm, founded by Mike Ford, providing finance/accounting, human resources, human-capital, compliance, and operations support to organizations seeking improved efficiency and profitability. ([pboadvisory.com](https://pboadvisory.com/about-us/), [pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/pro-back-office-announces-new-name-pbo-advisory-group/))

## Why it stands out

- Ranked No. 48 among San Diego’s fastest-growing private medium-sized companies in 2024, based on 10.5% revenue growth from 2021–2023. ([pboadvisory.com](https://pboadvisory.com/pbo-advisory-group-named-one-of-san-diegos-fastest-growing-companies/))
- Competes with: Omega Accounting, HCVT, Gettleson Witzeman & Co., Two Miles, Scrubbed, Robert Lee and Associates, Lopez and Co., Lopez Tax Services, Zeisler Zeisler & Associates, RAVAL LIMITED ([growjo.com](https://growjo.com/company/PBO_Advisory_Group))

## Products and services

- Finance and accounting advisory, including fractional CFO services, reporting, budgeting, M&A/IPO and fundraising support, audit preparation, controls, and technical accounting. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/advise/), [pboadvisory.com](https://pboadvisory.com/accounting-finance/))
- Human-capital and HR advisory, including fractional Chief People Officer support, HR assessments, benefits/open-enrollment support, leadership development, and outsourced HR. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/advise/), [pboadvisory.com](https://pboadvisory.com/accounting-finance/))
- Business operations advisory and targeted assessments covering processes, systems, productivity, profitability, compliance, and business continuity. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/advise/), [pboadvisory.com](https://pboadvisory.com/accounting-finance/))
- Employee Retention Tax Credit (ERTC) navigation/support. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/advise/), [pboadvisory.com](https://pboadvisory.com/accounting-finance/))

## Customers and markets

- **Customers**: Client examples and testimonials include Stanislaus County Affordable Housing Corp., Khan Lab School, Curebound, Jewish Family Services of Silicon Valley, Urban Corps of San Diego County, Holland’s Custom Cabinets, and Provisio., Serves start-ups, emerging and established public/private companies, government and nonprofit organizations across construction, life sciences, manufacturing/distribution, nonprofits, private schools, professional services, retail, and technology. ([pboadvisory.com](https://pboadvisory.com/testimonials/), [pboadvisory.com](https://pboadvisory.com/professional-services/))
- **Markets**: Geography: primarily U.S. organizations, with the firm stating it serves clients internationally; historical company material names Asia, Europe, the United Kingdom, and the Bahamas. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/network-partner/), [pboadvisory.com](https://pboadvisory.com/pbo-insider/))
- **Markets**: Customer profile: growing organizations, especially those in approximately the $5M-$50M revenue range and facing operational complexity, leadership gaps, transactions, compliance pressure, or growth. ([pboadvisory.com](https://pboadvisory.com/), [pboadvisory.com](https://pboadvisory.com/network-partner/), [pboadvisory.com](https://pboadvisory.com/pbo-insider/))

## Team

- Mike Ford, Founding Member & Managing Director
- Nicole Devine, Consulting Chief People Officer
- Jennifer Rebis, Chief Financial Officer
- Randall Barnes, Director, Risk and Compliance

## Latest news

- 2024-02-13 · [PBO Advisory Group Announces Leadership Changes - Inside Public Accounting](https://insidepublicaccounting.com/2024/02/13/pbo-advisory-group-announces-leadership-changes/) (insidepublicaccounting.com)
- 2024-02-09 · [On the move: PBO Advisory Group names CEO | Accounting Today](https://www.accountingtoday.com/list/on-the-move-pbo-advisory-group-names-ceo) (accountingtoday.com)
- 2019-11-06 · [Pro Back Office Announces New Name: PBO Advisory Group | San Diego, CA Patch](https://patch.com/california/san-diego/pro-back-office-announces-new-name-pbo-advisory-group) (patch.com)

## Where to find more

- [This page in Markdown, for agents](https://mad-max.leadbay.ai/company/pboadvisory.com.md)

## Decision makers

- [Mike Ford](https://mad-max.leadbay.ai/person/mike-ford--pboadvisory.com.md), Founding Member & Managing Director
- [Nicole Devine](https://mad-max.leadbay.ai/person/nicole-devine--pboadvisory.com.md), Consulting Chief People Officer
- [Jennifer Rebis](https://mad-max.leadbay.ai/person/jennifer-rebis--pboadvisory.com.md), Chief Financial Officer
- [Randall Barnes](https://mad-max.leadbay.ai/person/randall-barnes--pboadvisory.com.md), Director, Risk and Compliance

Work emails and direct phones come with a Leadbay account: https://wow.leadbay.ai/?register=true

Where it comes from: 18 sites read (pboadvisory.com, growjo.com, councils.forbes.com, insidepublicaccounting.com, accountingtoday.com, patch.com, exa.ai, my-cpe.com, …).

## Best angle

2026-10-06 · News: Workforce planning is more than a headcount forecast. (2 sources)

## Signals: what happened

- 2026-10-06 · News: Workforce planning is more than a headcount forecast. (2 sources: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_httpspboadvisorycomworkforce-planning-defined-six-step-framework-activity-7513297612213755906-BAY4), [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_sba-sop-50-10-81-quality-of-earnings-rule-activity-7515834273967312896-WMFD))
- 2026-08-21 · News: Fractional and interim support may look similar from the outside, but they solve different organizational needs. (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_fractionalleadership-interimleadership-activity-7496355914996670464-tAr-))
- 2026-08-04 · News: Agility starts with understanding the capacity the business has. (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_organizationalagility-smbstrategy-capacityplanning-activity-7490452334603345920-fhzV))
- 2026-07-23 · News: The most expensive compensation model in any business is the one that was right for a previous version of the company and has not been redesigned to match the current one. (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_totalrewards-executiveleadership-compensationstrategy-activity-7486118413254279168-fdh4))
- 2026-07-15 · News: 🏆 PBO Advisory Group has been named one of San Diego's Best Places to Work for Small Companies for 10 years by the San Diego Business Journal! (2 sources: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_bestplacestowork-sandiegobusinessjournal-activity-7483207466017525760-TDCx), [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_bestplacestowork-10years-teampbo-activity-7496598021674205184-UQxC))
- 2026-06-29 · Interviews: If you have been listening to our four-part Succession Planning podcast series and want to go deeper, we have built a single destination for everything. (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_if-you-have-been-listening-to-our-four-part-activity-7477398245535739905-m8_j))
- 2026-06-16 · News: New on the PBO Advisory blog from Consulting CFO Kristy Facchini (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_consultingcfo-totalrewards-pboadvisory-activity-7472717399914356736-aHvk))
- 2026-04-10 · News: Most organizations have two dashboards that do not talk to each other. (1 source: [linkedin.com](https://www.linkedin.com/posts/pboadvisorygroup_businessanalytics-integration-strategicleadership-activity-7448430435543711745-YVjz))
- 2024-11-01 · News: PBO reported being named one of San Diego’s fastest-growing medium-sized private companies; the company said CEO Francesca San Diego had taken the helm earlier that year (3 sources: [pboadvisory.com](https://pboadvisory.com/pbo-advisory-group-named-one-of-san-diegos-fastest-growing-companies/), [insidepublicaccounting.com](https://insidepublicaccounting.com/2024/02/13/pbo-advisory-group-announces-leadership-changes/), [endeavor.bank](https://www.endeavor.bank/articles/client-success-story-pbo-advisory-group-))
- 2024-04-16 · Interviews: Welcome to PBO Perspectives in ... – PBO Perspectives in Business, Finance & HR (1 source: [podcasts.apple.com](https://podcasts.apple.com/at/podcast/welcome-to-pbo-perspectives-in-business-finance-hr/id1745215186?i=1000654862792))
- 2024-02-13 · Product: PBO Advisory Group Announces New Leadership Changes (2 sources: [insidepublicaccounting.com](https://insidepublicaccounting.com/2024/02/13/pbo-advisory-group-announces-leadership-changes/), [my-cpe.com](https://my-cpe.com/insights/accounting-industry/people-updates/pbo-advisory-group-announces-leadership-changes))
- 2024-02-09 · News: On the move: PBO Advisory Group names CEO (1 source: [accountingtoday.com](https://www.accountingtoday.com/list/on-the-move-pbo-advisory-group-names-ceo))

## Working on now

- Core focus remains integrated finance, HR, human-capital, compliance, and operations advisory, assessments, and flexible outsourced/fractional services for growth-stage and mid-market organizations.
- PBO is emphasizing succession planning as a current thought-leadership and client-advisory theme, with a 2026 series covering leadership continuity, financial modeling, culture transfer, boards, and implementation.
- The firm is publishing current construction-sector work around outsourced accounting transformation, job costing, cash-flow forecasting, billing/collections, and accounting/project-management/payroll process integrations.
- PBO is expanding relationship-led business development through the PBO Insider and Network Partner program, targeting warm introductions to organizations with roughly $5M-$50M revenue and operational complexity.
- Compliance is another active theme, especially California PAGA risk reduction through audits, policy updates, training, and legal collaboration.

From: [Home - PBO Advisory Group](https://pboadvisory.com/), [Network Partner - PBO Advisory Group](https://pboadvisory.com/network-partner/), [PBO Insider - PBO Advisory Group](https://pboadvisory.com/pbo-insider/), [Strategic Solutions for a Growing Construction Company - PBO Advisory Group](https://pboadvisory.com/strategic-solutions-for-a-growing-construction-company/), [PBO Succession Planning - PBO Advisory Group](https://pboadvisory.com/pbo-succession-planning/), [Podcast: C-Suite Succession Planning Insights | PBO](https://pboadvisory.com/succession-planning-authentic-insights-from-the-c-suite/)

## Summary

PBO Advisory Group is a San Diego-based firm that provides outsourced finance, accounting, human resources, and operations advisory services to businesses, ranging from start-ups to large international corporations and non-profits. The company helps clients increase efficiency and profitability through a scalable approach that combines targeted assessments, flexible outsourcing, and strategic consulting. Francesca San Diego currently serves as CEO, with Mike Ford as president and Jennifer Rebis as CFO. The company is privately held, and no external investors are disclosed. PBO Advisory Group faces competition from other consulting firms and major accounting practices. Its latest leadership changes, including the appointment of Francesca San Diego as CEO, were announced in early 2024.

[1]: https://pboadvisory.com/about-us/ "About Us | PBO Advisory Group"
[2]: https://pboadvisory.com/ "Home - PBO Advisory Group"
[3]: https://pboadvisory.com/pro-back-office-announces-new-name-pbo-advisory-group/ "Pro Back Office Announces New Name: PBO Advisory Group - PBO Advisory Group"
[4]: https://pboadvisory.com/have-you-heard-our-news-pbo-advisory-group-is-changing-up-our-leadership/ "New CEO and Leadership Team | PBO Advisory Group"
[5]: https://councils.forbes.com/profile/Mike-Ford-President-Chief-Revenue-Officer-PBO-Advisory-Group/1f870fbb-4b0b-41bc-96bc-3af028f14c88 "Mike Ford | President & Chief Revenue Officer - PBO Advisory Group | Forbes Finance Council"
[6]: https://pboadvisory.com/professional-services/ "Professional Services Firm Advisory | PBO Advisory Group"
[7]: https://pboadvisory.com/wp-content/uploads/2025/09/PBO-Accounting-Services.pdf "Accounting Services"
[8]: https://pboadvisory.com/our-new-website-is-about-usand-you/ "Our New Website | PBO Advisory Group"

## Sources

- [PBO Advisory Group's website](https://pboadvisory.com)
- [Network Partner - PBO Advisory Group](https://pboadvisory.com/network-partner/)
- [PBO Insider - PBO Advisory Group](https://pboadvisory.com/pbo-insider/)
- [Strategic Solutions for a Growing Construction Company - PBO Advisory Group](https://pboadvisory.com/strategic-solutions-for-a-growing-construction-company/)
- [PBO Succession Planning - PBO Advisory Group](https://pboadvisory.com/pbo-succession-planning/)
- [Podcast: C-Suite Succession Planning Insights | PBO](https://pboadvisory.com/succession-planning-authentic-insights-from-the-c-suite/)
- [Podcast: From Plan to Practice in Succession | PBO](https://pboadvisory.com/from-plan-to-practice-the-honest-conversations-behind-real-succession-planning/)
- [Compliance Services: HR, Finance & PAGA | PBO Advisory](https://pboadvisory.com/compliance/)
- [PBO Advisory Group Announces Leadership Changes - Inside Public Accounting](https://insidepublicaccounting.com/2024/02/13/pbo-advisory-group-announces-leadership-changes/)