May Newsletter 2015
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Better Financial Reporting Practices for the Small Business CEO--Part 2

by Gregory Leiser, Pro Back Office Consulting CFO

This blog is the second in a series on financial reporting practices that have greatly improved Pro Back Office’s (PBO) clients' financial and operational results.
The last blog covered an overview of the recurring monthly meeting items I review with my clients such as: 
a) results of the prior month compared to the financial plan 
b) any needed revisions to the financial plan for the remainder of the year 
c) operational process improvement initiatives 

This month I will cover the Financial Statement Workbook that includes all the key historical information for the entire business that should be measured and monitored.  

Here are contents of an ideal workbook: Read more here...

Workplace Flexibility Increasingly Important

By Lyle Moran, The Daily Transcript, Friday, December 19, 2014

Offering employees options for when and where they can work has become increasingly essential to attracting and retaining young adults and working mothers, local business leaders say.

At a recent roundtable hosted by The Daily Transcriptand sponsored by the San Diego Society for Human Resource Management, participants said workplace flexibility is especially enticing to the millennial generation born from the 1980s to the early-2000s.

Jennifer Barnes, president of Pro Back Office, which offers businesses assistance in areas ranging from accounting to auditing, said she lets her employees work at different times during the day, including late in the evening.

Barnes, who has 30 staffers and 15 independent contractors, also permits her employees to work from home or a client’s office.

She says about one-third of her employees are millennials, and none has quit the company in three years.

“As long as the clients are happy and as long as everyone is doing their job, we don’t care where they are working,” Barnes said. “We are able to keep millennials very happy by offering them that flexibility.” Read more here...

PBO Partner's Articles  

(P) 858-764-2421 | (F) 858-754-1260 

PBO in the News

Community Events

5/21/15 - What Would the Business World Look Like if More Women Ruled the World?!
5/27/15 - 6 Degrees Mixer at Summersalt Hotel Palomar
6/4/15 - 6 Degrees Executive Lunch Forum - How we turn the Game of Drones into Real Business
6/13/15 - Arizona Night at Stone Brewing Company

About Pro Back Office

Founded in 2012, Pro Back Office (PBO) is a group of back office management professionals offering expertise in all aspects of accounting from the bookkeeping role to the CFO. We provide a comprehensive solution for small to medium sized businesses' accounting needs by giving them support at varying levels on as hourly and as needed basis. PBO also provides HR, Payroll, Customer Service, Office Management & Operations Support. To learn more about Pro Back Office, please visit
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