Our Accounting Services and the Growing Team Who Provides Them

Have you ever wondered why our logo is a puzzle? Because at PBO Advisory Group we help you quickly identify the missing pieces of your accounting, finance and HR needs and provide the services you need to make your organization complete.

Accounting services are the cornerstone of PBO Advisory Group. With extensive experience in all aspects of accounting and finance, we offer a variety of key services to assist you with your important financial challenges.

Outsourced Accounting

We can provide one outsourced professional or an entire team. We look at your current inhouse capabilities and put together a team of outsourced professionals who will fill in the missing pieces.

CFO Services

All accounting teams need a strong leader. We provide CFOs to companies on a full-time, fractional or special-project basis who are highly skilled and able to manage current needs as well as position your company for future financial success.

Ad-Hoc Accounting Projects

Businesses sometimes need CFO-level expertise to manage special projects such as a M&A or launch a new operating system. Whatever special project your company may have, we can provide you with an experienced CFO who will get it done.

Meet the New Members of Our Accounting Services Team

The need for PBO Advisory Group’s accounting services grew significantly in Q1 of 2021. We’ve expanded our amazing team to ensure our clients are getting the timely services they have always received from us. The new members of our accounting services group include:

Noelle Concepcion, Accounting Manager

With many years of accounting and corporate finance experience, including 5 years in government accounting, Noelle performs a wide range of accounting tasks for clients. She also works with staff accountants and controllers to ensure daily, weekly, and monthly tasks are completed accurately and on time. Noelle is proficient in QuickBooks and Excel, and many other accounting software applications.

Jocelyn Hubert, Sr. Accounting Manager

Jocelyn increases competency and drives value for the clients she assists by providing quality service, working closely with operations, and communicating best practice recommendations to key members of the client management team. With a background that includes Big 4 accounting as well as privately held and publicly traded companies, Jocelyn has over 8 years of accounting and internal audit experience. She is also skilled in multiple software systems including QuickBooks, Great Plains, Oracle PeopleSoft, SAP, and Sage Intacct.

Samantha Urso, Sr. Staff Accountant

As the former controller for a small company, Samantha excels at providing accounting support and services to small businesses, including AP, AR, bank reconciliations, managing month-end, and generating financial reports and analysis. With 6 years of accounting experience and a master’s degree in financial planning, she is currently studying to sit for the CPA exam.

 

For more information about PBO Advisory Group’s accounting services and how our stellar team can be the missing piece in your accounting needs, please contact Francesca San Diego.


Francesca San Diego
Consulting CFO & Member
fran@pboadvisory.com
(858) 935-48476

 

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