Pro Back Office scorecard

Company Overview

Pro Back Office is a BPO company, founded in 2012, with approximately 50-99 employees. They specialize in Human Resources, Finance & Accounting, Back Office.

The fractional accounting and the business advisory firm was the fifth fastest-growing company in the San Diego area growing by 408% and making this list for three straight years. Since its inception in 2012, the company has continued to makesignificant strides in infrastructure, acquiring the southern California IPSA International division and expanding its services into the governance risk and compliance service industry. In 2020,Francesca San Diegobecame the Pro Advisory Group Consulting CFO and assisted the company in achieving unprecedented operational success to date.

Executive summary

Brand Profile: Voice: professional. Voice: advisory. Voice: service-oriented. Voice: growth-focused. Tagline: unlocking your business potential through expert finance, HR, and operational advisory services. Imagery Style: Corporate advisory presentation with business services emphasis; no public style guide found.. Client Value Proposition: Summary: The public value proposition is to help organizations increase efficiency and profitability while receiving flexible access to finance, accounting, HR, compliance, and strategic advisory talent.. Value Points: Title: Efficiency and profitability. Value Points: Description: The firm states that its services are intended to help businesses increase efficiencies and profitability.. Value Points: Title: Flexible access to expertise. Value Points: Description: Public materials emphasize access to bookkeepers, CFOs, controllers, and advisory specialists on variable engagement terms.. Value Points: Title: Scalable support. Value Points: Description: The firm presents itself as a source of scalable outsourced and advisory support for organizations with changing needs.. Company Overview: Tagline: Dedicated to unlocking business potential through expert finance, HR, and operational advisory services.. Highlights: Rebranded from Pro Back Office to PBO Advisory Group to reflect expanded service offerings.. Highlights: Described as serving start-ups, emerging, public, private, government, and non-profit organizations.. Highlights: Public sources indicate a San Diego base and service delivery across the U.S. and internationally.. Description: PBO Advisory Group (formerly Pro Back Office) is a San Diego-based advisory and outsourced services firm focused on finance, accounting, human resources, operations, compliance, and strategic business consulting.. Competitive Differentiators: Differentiators: Title: Broad service expansion. Differentiators: Description: Public materials indicate the firm expanded beyond outsourced accounting into HR, compliance, governance, and business consulting.. Differentiators: Title: Flexible delivery model. Differentiators:

Strengths

• Brand Profile: Voice: professional. Voice: advisory. Voice: service-oriented. Voice: growth-focused. Tagline: unlocking your business potential through expert finance, HR, and operational advisory services. Imagery Style: Corporate advisory presentation with business services emphasis; no public style guide found.. (public_web; observed 2026-08-11)
• Client Value Proposition: Summary: The public value proposition is to help organizations increase efficiency and profitability while receiving flexible access to finance, accounting, HR, compliance, and strategic advisory talent.. Value Points: Title: Efficiency and profitability. Value Points: Description: The firm states that its services are intended to help businesses increase efficiencies and profitability.. Value Points: Title: Flexible access to expertise. Value Points: Description: Public materials emphasize access to bookkeepers, CFOs, controllers, and advisory specialists on variable engagement terms... (public_web; observed 2026-08-16)
• Company Overview: Tagline: Dedicated to unlocking business potential through expert finance, HR, and operational advisory services.. Highlights: Rebranded from Pro Back Office to PBO Advisory Group to reflect expanded service offerings.. Highlights: Described as serving start-ups, emerging, public, private, government, and non-profit organizations.. Highlights: Public sources indicate a San Diego base and service delivery across the U.S. and internationally.. Description: PBO Advisory Group (formerly Pro Back Office) is a San Diego-based advisory and outsourced services firm focused. (public_web; observed 2026-08-11)

Gaps

• The reviewed public sources do not establish buyer-specific service levels, staffing commitments, or acceptance criteria for a defined scope. (public_web; observed 2026-08-11)
• The reviewed public sources do not establish a buyer-specific continuity design, recovery objective, security schedule, or named delivery team. (public_web; observed 2026-08-16)
• The reviewed public sources do not provide directly comparable commercial terms and independently verified outcomes for a like-for-like engagement. (public_web; observed 2026-08-10)

Firmographics

GB100 score

Overall score: 46

• egs: 41.9
• growth: 50
• reputation: 45.5
• ai_readiness: 50
• market_footprint: 31.5
• digital_readiness: 54

Scores are calculated from published evidence and the current GB100 methodology; payment does not affect rank.

Services and operating scope

Pro Back Office's structured service taxonomy includes Human Resources, Finance & Accounting, Back Office. Competitive Landscape: Competitors: Name: Unknown. Competitors: Relationship: alternative. Positioning: A San Diego-based outsourced accounting, finance, HR, compliance, and business advisory provider serving startups through public, private, government, and nonprofit organizations.. Market Signals: The company states it serves a broad client mix including startups, emerging businesses, public, private, government, and nonprofit organizations.. Market Signals: Public posts claim more than 55 professionals on staff in one source and more than 60 professionals in another, but these figures are not independently verified.. Market Signals: The company references Inc. 5000 appearances in public posts.. Differentiators: Expanded service mix beyond outsourced accounting into strategic business consulting, compliance, and human resources.. Differentiators: Offers services on hourly, part-time, project, on-site, or remote basis.. Differentiators: Public positioning emphasizes the Pacific Southwest region and a small-firm expert pool.. Key Firmographics: Founded Year: 2011. Revenue Display: Approximately $6 million (public directory estimate). Sectors Display: Construction and related services. Sectors Display: Life science. Sectors Display: Manufacturing and distribution. Sectors Display: Nonprofit. Sectors Display: Private schools. Sectors Display: Professional services. Sectors Display: Healthcare. Sectors Display: Retail. Sectors Display: Technology. Headquarters Display: San Diego, California, United States. Employee Count Display: More than 55 professionals on staff; another public source cites 62 employees. Ownership Type Display: Private company. Pricing & Engagement: Models: Name: Hourly. Models: Best For: Short-duration or flexible support needs. Models: Description: Services are publicly described as available on an hourly basis.. Models: Name: Part-time. Models: Best For: Ongoing support without a full-time hire. Models: Description: Services are publicly described as available part-time.. Models: Name: Project-based. Models: Best For: Defined-scope work or temporary initiatives. Models: Description: Services are publicly described as available on a project basis.. Summary: Public sources indicate the company

Geography

Countries listed in the structured record include -. Delivery Center Details: Centers: City: San Diego. Centers: Model: on site or remotely. Centers: Country: United States. Services & Offerings: Categories: Name: Accounting and finance. Categories: Services: Outsourced accounting. Categories: Services: Operational accounting. Categories: Services: Cash flow planning. Categories: Services: Management and forecasting. Categories: Services: Financial and analytical statements. Categories: Services: Bookkeeping. Categories: Services: CFO support. Categories: Services: Controller support. Categories: Services: Accounting manager support. Categories: Services: Staff accountant support. Categories: Name: Human resources and human capital. Categories: Services: Human resources advisory. Categories: Services: Human capital support. Categories: Services: Employee retention tax credits. Categories: Name: Compliance and governance. Categories: Services: Compliance services. Categories: Services: Governance, risk, and compliance advisory. Categories: Name: Business advisory and operations. Categories: Services: Strategic business consulting. Categories: Services: Operations advisory. Categories: Services: Assessment services. Categories: Services: Short-term or ongoing senior resource support. Categories: Name: Delivery model. Categories: Services: Hourly engagement. Categories: Services: Part-time support. Categories: Services: Project-based support. Categories: Services: Onsite delivery. Categories: Services: Remote delivery. Financial Health: Overall Health: unknown. Leadership & Executives: Executives: Bio: Named CEO in a public leadership-change announcement for PBO Advisory Group.. Executives: Name: Francesca San Diego. Executives: Title: CEO. Executives: Bio: Identified in public company materials as President and Founder; public pages also state he founded the company in 2011 under the Pro Back Office name.. Executives: Name: Mike Ford. Executives: Title: President & Founder. Recent News: Articles: Date: 2024-02-06. Articles: Title: PBO Advisory Group Announces Leadership Changes. Articles: Source: TW2 Marketing. Articles: Summary: Announcement naming Francesca San Diego as CEO and describing the firm’s expanded advisory and outsourcing services..

Methodology

Pro Back Office's BPOIndex scorecard is assembled from public, attributable evidence rather than vendor-submitted marketing claims or a paid-placement package. The research pass reviewed 18 distinct source URLs and retained 24 substantive facts or company sections with direct citations. Each retained observation is tied to the page where it was found and to the date on which that page was observed. Information that could not be traced to a reviewed public source was left out. This distinction matters because a provider's website may describe broad capabilities without publishing buyer-specific service levels, staffing commitments, commercial terms, delivery capacity, or independently comparable outcomes. Collection and publication are separate. Collection discovers public pages, records evidence, and builds structured sections for company background, services, delivery footprint, operating signals, and credentials. Publication includes only substantive observations carrying an HTTP citation. The strengths below identify areas where the provider has published inspectable information; they are not guarantees of quality, price, security, or fit. Evidence gaps are questions the reviewed sources did not answer at a buyer-specific level, not negative claims about the provider. Peer links are navigation aids from other canonical BPOIndex profiles, not a claim that every company is identical in size, geography, specialization, or commercial model. Buyers should compare the underlying service taxonomy, locations, evidence, and current score dimensions. Confirm scope-specific service levels, named delivery sites, staffing assumptions, security controls, continuity plans, pricing units, minimum commitments, and referenceable outcomes directly with the provider. The observed dates show when evidence was collected. Later enrichment can add newly published sources, but unsupported inference, duplicate shells, and generic filler do not qualify a page for indexing.

Read the full GB100 methodology

Coverage gaps

• Insufficient public evidence for headquarters coverage.
• Insufficient public evidence for industry taxonomy coverage.

Services

• Human Resources
• Finance & Accounting
• Back Office

Contact

Website: https://www.pboadvisory.com

Email: careers@probackoffice.com

Phone: 602-510-9130

LinkedIn: https://www.linkedin.com/company/pboadvisorygroup/

Frequently Asked Questions

Comparable BPO providers

• 1 Call Direct
• 100 Ninjas
• 123employee
• 13primes