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Strategic Consulting Services

Governance, Risk and Compliance

PBO will help clients understand and address financial and related risks of your business.  The experienced PBO GRC team knows the technical intricacies about regulatory, risk and compliance issues. We provide our clients with a deeper understanding of risk as well as business insights that will enhance performance down the road.  As an extension of your team, PBO will execute what’s required to achieve compliance and mitigate risk.  PBO does this by providing experience, tools and methodologies that support the establishment of a strong tone at the top and effective internal controls.  Some of the many services offered by our GRC team include:

  • Forensic Accounting - PBO provides fraud and forensic accounting to help our clients identify potential fraud committed inside their organization. PBO seasoned accountants and internal audit team responds to allegations involving asset misappropriation such as cash theft, fraudulent disbursements, inventory fraud and misuse of assets, as well as financial statement fraud. 
  • Corporate Governance support - PBO will help companies set up a basic corporate governance structure.  We will establish supporting policies and processes, including code of ethics and Board charters, and scale as your business grows.
  • Internal Audit services - PBO will provide an independent, objective assurance and internal controls advisory services designed to add value and improve client’s business, information technology and financial operations and to mitigate overall business and financial risk.  We can provide you with resources to staff your audits on an ongoing basis.  We can act as an outsourced partner of your internal audit practice or provide strategic assistance as your team requires additional support.
  • SOX Compliance - PBO is positioned to provide you with an efficient, cost-effective and value-added assessment of the financial risk for your business.  Our deep SOX experience has taught us how to make you compliant with maximum efficiency and security.  We leverage our relationships with the external auditors to make them rely on our work.  Auditors know and trust our approach which reduces their workload and the audit fees they charge you.  PBO’s dedicated SOX team will bring field tested tools and processes to your business.  Whether you are a pre-IPO company or a major public company we can complement you internal team strategically or serve as your outsourced SOX team.
  • SSAE16 Compliance Audits - PBO’s internal audit team assists CPA firms by performing an examination of organization's controls and processes. PBO’s CISA resources will provide support in creating Service Organization Control (SOC 1) reports.

Business Advisory Services 

At PBO you’ll find qualified professionals who can help you meet the growth demands of your company without adding head count.

  • Financial Audit Preparation - Companies experiencing turnover in their accounting department or experiencing significant growth will call on PBO’s seasoned professionals to prepare for their year-end audit.  Whether you need help with account reconciliations, preparing lead schedules, supporting work papers or variance analyses call PBO to help meet the audit deadlines so you can keep up with your day-to-day operations. 
  • GAAP/SEC Technical Resource - PBO’s senior staff can provide assistance for public reporting requirements including SEC filings and reporting (10Ks and 10Qs), annual reports and financial statement footnote support.  In addition we can assist with SEC projects, such as restatements, debt offerings and IPOs.
  • Mergers & Acquisitions Support – Transitioning companies through mergers and acquisitions is just another way PBO can help companies manage their change.  Our seasoned experts will assist with completing the appropriate due diligence work; incorporating the new company into the financial reporting and accounting system; and backfilling the accounting functions while the company’s staff works on special projects and on training new staff.
  • Stock Administration Support – PBO provides stock administration support in all facets of the administration of equity compensation plans for both private and public companies. In addition, we also have expertise in various accounting standards and pronouncements including ASC 718 (Compensation – Stock Compensation).
  • Business Systems Assessments & Implementations – PBO can assist companies to manage change by evaluating effectiveness and maximize performance of existing financial and reporting systems and processes; recommend and implement accounting and ERP system upgrades; qualify software and other technology suppliers and provide project management or augment the project team during the implementation of ERP or core accounting systems.
  • Business Process Improvements – PBO team members bring expertise in finance, IT and operations.  Companies retain PBO to: help evaluate effectiveness and maximize performance of existing financial and reporting systems and processes; recommend and implement accounting and ERP system upgrades; qualify software and other technology suppliers and provide project management or augment the project team during the implementation of ERP or core accounting systems.
  • HR Support - Employment law is an ever-changing field, and an organization’s policies and procedures must change with the laws if they hope to avoid litigation.  One of the best ways to avoid employee lawsuits is to have PBO perform a comprehensive review of your Human Resources programs to ensure they reflect any of the recent changes.  PBO’s HR resources can help improve compliance with federal / state regulations, through these service offerings:
  • ‍Company Mission, Vision and Goals
  • HR Administration – Job Notices & Recordkeeping
  • Records Retention
  • EEO Compliance
  • Recruitment / Hiring / Termination
  • Orientation / Training & Development
  • EE Handbook / Policies
  • Examining HR Inefficiencies Including Software Evaluation
  • Employee Engagement/Culture Change
  • Strategic Benefits to Attract & Retain Top Talent
  • Due Diligence for M&A Activities
  • Performance Management / Corrective Action
  • Compensation / Benefits assistance
  • Safety / Workers’ Compensation
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