Case Study

PBO Advisory Group helps clients understand and address financial, business, and technology risks through our extensive knowledge of regulatory, risk, and compliance issues. We provide clients with a deeper understanding of risk as well as business insights that enhance performance down the road.

As an extension of your team, PBO Advisory Group executes what is required to achieve compliance and mitigate risks that hinder your organization’s operations and/or ability to be competitive in your market.  We do this by providing experienced risk consultants with track records of using proven tools and methodologies to support the establishment of your organization’s commitment to effective internal controls.

PBO Advisory Group’s experienced SOX professionals bring up-to-date, field tested tools and methodologies to your business and provide an efficient and cost-effective assessment of your internal control environment. We are experts in implementing solid SOX strategies, including (but not limited to), assessing risks to your organization, evaluating controls design, and operating effectiveness to mitigate those identified risks.
Our collaborative approach provides value-added remediation and business process recommendations leading to a fresh perspective regarding your internal controls and your business overall. External auditors recognized the value of our work product and have placed reliance on our work to reduce their workload and typically their audit fees.

Our internal audit group assists CPA firms by providing technical subject matter experts when performing an examination of controls and processes. We provide CPA, CITP, and CISA resources who are knowledgeable about the AICPA standards and requirements to provide testing and documentation support in preparing and providing system and organization controls (SOC) reports.

PBO Advisory Group provides fraud and forensic accounting to help clients identify potential fraud committed inside their organization. Our seasoned accountants and internal audit groups respond to allegations involving asset misappropriation such as cash theft, fraudulent disbursements, inventory fraud, and misuse of assets, as well as financial statement fraud.

We provide independent, objective assurance, and internal control advisory services designed to add value and improve business, information technology, and financial operations and to mitigate overall business and financial risks. PBO Advisory Group also provides resources to staff audits on an ongoing basis. We can act as an outsourced partner of your internal audit department or provide strategic guidance and assistance to your team.

Our team helps companies set up or improve corporate governance structure. We establish supporting policies and processes that can scale as a business grows. Such standards guide your organization’s behaviors, activities, and decisions, including code of conduct and ethics, board and committee charters, whistleblower compliance, and others that assist in ethical management of your company.


Randy Barnes, MBA

Director, Compliance Services

Mike Ford

Managing Director / Founder

Josh Siler, CPA

Sr. Manager, Business Advisory Services