In this episode of PBO Perspectives in Business, Finance & HR, host Joey McCoy talks with PBO Advisory Group CEO Francesca San Diego and Consulting HR Manager Rachel Allen about the evolving landscape of remote work. The discussion includes the benefits and challenges of remote work, emphasizing technology infrastructure, communication strategies, and the importance of regular check-ins to maintain team connection and productivity.

Fran and Rachel share insights from PBO Advisory's experience as a remote-first company, covering onboarding practices, home office stipends, and compliance with state laws. They also offer best practices for managing remote teams and setting clear expectations.

Tune in for practical advice on navigating the complexities of remote work.

Don't forget to subscribe, leave a review, and follow PBO Advisory on social media for updates on upcoming episodes.

Learn more about PBO Advisory's services at pboadvisory.com.

In this episode of PBO Perspectives in Business, Finance & HR, host Joey McCoy is joined by PBO Advisory Group CEO Francesca San Diego and Chief People Officer Nicole Devine to break down California’s Private Attorneys General Act (PAGA) and what it means for employers.

With PAGA claims ranging from millions to hundreds of millions of dollars, compliance is more important than ever. Fran and Nicole discuss the risks businesses face, recent legislative changes, and how proactive measures—like regular audits, policy updates, and employee training—can help companies reduce potential penalties by up to 85%. They also dive into the industries most at risk, common misconceptions about payroll providers, and the role of arbitration agreements in mitigating exposure.

Tune in to learn how to safeguard your business, stay compliant, and build a workplace culture that minimizes risk. Whether you’re an HR professional, business owner, or CFO, this episode offers clear guidance on navigating PAGA and avoiding costly claims.

Don't forget to subscribe, leave a review, and follow PBO Advisory Group on social media for updates on upcoming episodes.

Learn more about PBO Advisory's services and how we can help your company succeed at pboadvisory.com. 

Additional resources:

• https://pboadvisory.com/compliance/

In this episode of "PBO Perspectives in Business, Finance & HR," host Joey McCoy is joined by PBO Advisory Group CEO Francesca San Diego and Consulting HR Manager Rachel Allen to explore the critical role of employee wellness programs in the workplace. The conversation delves into various wellness initiatives, from financial and mental health support to physical wellness activities, highlighting the benefits for both employees and employers.

In this episode of "PBO Perspectives in Business,

Fran and Rachel share the critical steps to take when a CEO

Tune in to learn more about the timing of succession discussions, announcing retirements, and options for internal promotions or external hires.

Don't forget to subscribe, leave a review, and follow PBO

Learn more about PBO Advisory's services and how we can help your company succeed at pboadvisory.com.

Additional resources:

In this episode of "PBO Perspectives in Business, Finance & HR," PBO Advisory Group CEO Fran San Diego and Consulting HR Manager Rachel Allen join host Joey McCoy to discuss the importance of philanthropic initiatives in business. They share strategies for building a culture of giving back, emphasizing employee engagement and community impact. From organizing volunteer programs to making charitable donations, Fran and Rachel provide practical tips for companies aiming to make a meaningful impact in their communities.

Through this discussion, listeners will gain valuable insights into leveraging corporate social responsibility for both employee engagement and community benefit.

Be sure to subscribe to stay updated on future episodes, where we'll continue to explore topics ranging from finance and HR to corporate sustainability and more.

Don't forget to follow PBO Advisory Group on social media for additional content and updates. Learn more at pboadvisory.com.

In the premiere episode of "PBO Perspectives in Business Finance & HR," host Joey McCoy introduces listeners to PBO Advisory Group and its range of services in finance, accounting, and human resources. Joey sits down with two members of PBO Advisory's leadership team, CEO Fran San Diego and Chief People Officer Nicole Devine, to discuss the organization's vision, its services, and its journey over the past 11 years.

Listeners will gain insight into PBO's commitment to supporting clients across the nation and beyond, helping them achieve success with strategic advisory and back-office support. The episode covers the organization's history, its evolution, and its work with various industries, including nonprofit, life sciences, technology, and even the cannabis sector.

Additionally, Fran and Nicole share their perspectives on industry trends and the future of finance and HR, offering advice for entrepreneurs and business owners seeking smart growth and effective talent management.

Stay tuned for future episodes featuring expert insights into current trends and challenges in accounting and HR, as well as discussions on outsourcing strategies, maximizing team efficiency, and more.

Don't forget to subscribe, leave a review, and follow PBO Advisory Group on social media for updates on upcoming episodes and content.

Learn more about PBO Advisory's services and how we can help your company succeed at pboadvisory.com.