October 2018 Newsletter SD                                         View email in your browser


PBO is excited about the firm’s direction during the past several months.  We are thrilled to announce that we have added 12 new clients that encompass all four of our service lines – Outsourced Accounting, Business Advisory Services, Human Resources and Governance, Risk & Compliance.  Our clients span from a full range of emerging growth businesses to large private and publicly traded companies. 

In addition to our new clients, we have added two new employees.  We welcome Eddy Addleson (who recently completed his PHR CA certification) to our HR team where he is supporting our internal team and many of our external clients.  We also have a new Senior HR Manager who will be joining the team in November.  Finally, Francesca San Diego has assembled our internal accounting and finance team with several new faces including Jennifer Rebis who serves as our Corporate Controller. 

Most importantly PBO is committed to giving back to our wonderful community and has formed an internal Charity Committee that will represent and support the philanthropic interests of our key stakeholders and employees.

Our breezy San Diego air has turned crisp, signifying the autumn season is upon us. Halloween candy, hot soups and pumpkin-flavored everything guides us into the holiday season, and we’re reminded soon it will be Thanksgiving, then Christmas once more. But first, for the month of October, Pro Back Office (PBO) is proud and honored to feature Kathleen Cravo for our Employee Spotlight.

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The Q Factor in Inventory Accounting

This is a featured article written by Scott Palka, PBO Member and Consulting CFO, for American Machinest

For manufacturing operations, managing inventory is no less important to the production process than material selection or machine set-up. It’s critical to understand the principles of inventorying — the P’s and Q’s, price and quantity. Read more about the P’s and Q’s of Inventory in PBO Partner, Scott Palka’s, piece featured in American Machinist and how a part’s value is based on QUANTITY (not cost) and how the value of the part is relative to its irreplaceable role in carrying out the (overall) manufacturing program.

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Pawternity Leave: Should You Implement This Employee Perks Trend?

This is a featured article written by Mike Ford for Forbes.

As people's needs change in society, HR departments often update or alter their policies to meet those needs. One of the trends I've seen gain attention in recent years is “pawternity leave.” This trend is reflective of many people, especially younger workers, who view pets as equal members of their families and want to care for them as such. 

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Our company has been using Pro Back Office for almost a year now. We are always pleased with the work product and attention to detail. Worth every penny.

Jennifer Gaston, Financial Manager, Gaston & Gaston

Good Reads

How to Make Room in Your Work Life for the Rest of Yourself Harvard Business Review 

4 Things We Can Learn From the Fastest Growing Women-Led Small Businesses - Small Biz Ahead, The Hartford 

The Future of Social Media Platforms and Ways in Which Businesses Can Utilize Them -

You Versus the Clock - Harvard Business Review

Best CRM Software of 2018 -

Community Events

11/1 BEC: Is Cannabis Gold Mine Just Getting Started

11/4 Take Control Entrepreneurship Series

11/11 Cities of the Future Trade Delegation in Japan

11/16 SD Chamber of Commerce, The Pentagon Panel: 5 Generations of Leaders


The hours ordinary people waste, extraordinary people leverage."
Robin Sharma - author & leadership expert

About Pro Back Office
Pro Back Office (PBO) gives you access to highly skilled accounting and consulting talent. We have more than 80 professionals and serve clients throughout the Pacific Southwest region. Our back office management and project consulting professionals offer expertise in all aspects of accounting and strategic consulting services. From the staff accountant to the CFO or a skilled finance or operational consultant, our professionals can fill the gap hourly, on-going, onsite, or remote. We streamline your operations and improve your bottom line.

The leadership team of PBO – Mike Ford, Scott Palka, Greg Leiser and Francesca San Diego – bring years of finance, accounting and business consulting experience. PBO serves start-ups, emerging private, public, government and non-profit sectors. Specific industries include manufacturing, construction and development, real estate, food and beverage, medical device and life science, professional services, healthcare, non-profit, technology, and software.

Please visit our website at for more information.
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