March Newsletter 2015
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IRS Guidance on T&E Expenses, Reporting and Substantiation

by Scott Palka, CFA CPA CMA MBA, Pro Back Office 
Becoming familiar with the IRS Guide to T&E Expenses is something I recommend for all my clients and colleagues. This is an area that is often overlooked, but can have significant impact on your business. A brief familiarization with the rules can help significantly in avoiding the unintended consequences that can trigger a potential audit and/or make an existing audit work-scope increase. Here are the top areas you should be aware of when reviewing the IRS guide. Read more...

Is your CPA asking questions you can't answer?

Are your CPA's year-end questions stressing you out because you can't locate information and are guessing the answers? This is a common problem! You don’t need to feel alone or endure the pain.  The PBO team will engulf themselves into your accounting, operations, and/or HR departments to streamline everything and exceed your expectations. We have varying levels of experts and will engage only those that make sense for your business. Whether you need a bookkeeper to come weekly, a Controller to oversee the work monthly, a CFO for your high-level tactical work -- we can support you. Let us know your needs and if we can’t help you, we will refer you to someone that can. Our Team is Your Team!

To set up a FREE consultation or just speak with someone, contact us at 858.622.1681 or

PBO Partner's Articles  

(P) 858-764-2421 | (F) 858-754-1260 

Nonprofits and Property Tax Exemptions
Provided by Expense Reduction Analysts
(P) 469.310.2970 

PBO in the News

Greg Leiser with Pro Back Office has been selected as a finalist for SDBJ CFO of the Year Award. Read Here...

Community Events

4/1/15: Six Things Your Employees Hate About You
4/2/15: “Is California Worth It?" Presenting Peter Farrell, Chairman and Founder of ResMed
4/22/15: Chemistry of Wine-Tasting & Fundraiser

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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