July Newsletter 2015
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Better Financial Reporting Practices for the Small Business CEO--Part 3

by Gregory Leiser, Pro Back Office Consulting CFO

This blog is the third 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 the contents of an ideal monthly financial statement workbook to give management a dashboard view of the business. 

This month I will cover the Operational Process Improvement list. This list includes the key business initiatives that drive the execution of a financial plan, improves performance and increases value of the company.

The following are some of the initiatives from the Operational Process List that I use with my clients.  They are to be reviewed in our weekly or monthly meetings:  

See the list here...

7 Dos and Don'ts for Managing Work-from-Home Employees

By Gene Marks, SmallBiz Ahead, powered by The Hartford

An employee knocks on your door and asks, “Can I work from home?” “Oh gosh,” you think to yourself. Another one?

Yeah, another one. Everyone wants to work from home nowadays.

But she’s a good employee. You like her. She’s worked long and hard at the company. She wants to work from home because she has a two-year-old and finding daycare has been tough. But the reason doesn’t really matter. Everyone has reasons why they want to work from home – too long of a commute, a sick relative, a better timetable, an open plan workplace where it’s tough to concentrate, a love of “The Ellen Show” – and no one person’s reasons are any less important than another’s. Working from home is very common nowadays. And you can make this happen for her, and others who make the same request. So say YES to the young lady who wants to work from home! But take heed of these do’s and don’ts for managing work-from-home employees…Read More

PBO Partner's Articles  

 Nanomedical Diagnostics June Newsletter 2015

President Obama has proposed signing an executive order that would convert 5 million workers from exempt employees to hourly employees entitled to overtime, meal breaks, and rest breaks. Read on to find out what this means for employers: 

Provided by Sam Sherman, Esq.
(P) 858-764-2421 | (F) 858-754-1260 

PBO in the News

Community Events

8/6: Executive Lunch Forum-Marijuana Law and Investing
8/8: Farm to Bay Food & Wine Classic
8/15-16: PBO is a proud sponsor of 
Fairy Tales in the Park
9/15: PBO is a proud sponsor of Junior Achievement Hall of Fame Gala
10/23: The 2015 NanoTecNexus Celebrity Golf Classic will be the talk of the town featuring more than 40 celebrities including event host, Wes Chandler, NFL record holder and former San Diego Charger. The two part event includes a VIP Celebrity Meet & Greet Reception at Del Mar Country Club and a day of golf at Carmel Mountain Ranch Club. Video and details at

You may need accounting and/or financial help if...

You have balance sheet accounts that haven’t moved in months and they aren’t secured deposits or retained earnings.

If you answered yes, don't worry, PBO can help. Give us a call today and lets discuss how we can help you. Contact us at or 858.622.1681.

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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