The Right Choice For Your Business

Accounting and Advisory Services

Current businesses don’t just need accounting — they need insight.
Our advisory services are designed to help business owners make informed, forward-looking decisions with clarity and confidence.

We partner with clients to go beyond the numbers, providing practical guidance on financial performance, operational efficiency, and strategic planning. Whether navigating growth, improving profitability, or preparing for transition, our team delivers actionable insights tailored to each stage of the business lifecycle.

Our advisory support includes:

Financial analysis and performance monitoring
Cash flow planning and forecasting
Budgeting and strategic planning
Profitability and cost management
Business process improvement
Succession and exit readiness planning

We act as a trusted advisor — helping you understand where your business is today and where it can go next.

How is your current sales performance? How does it compare to last year and how can it improve?
In your opinion, what is THE issue affecting your business right now? What keeps you up at night?
We can help you understand your financial statements and manage your cash flows
What is your strategic plan and how are you going to get there?

Our virtual VFO solutions are perfect for startup companies to seasoned businesses requiring:

Outsourced CFO services
Selection and implementation of accounting software
Development of accounting policies and procedures creation

Outsourced CFO Services

When you utilize our outsourced CFO services, you’ll get a dedicated CFO: someone to assist you with today’s financial challenges while helping you develop tools for tomorrow’s success. We work within your budget and timeline so as you’re making better financial decisions for the future, you’re also saving for it.

Organization Development - Recommend the proper organization structure
Review current and proposed insurance policies
Provide leadership in the development of financial statements, budgets, business certifications and moreoy tions and other verifications.
Assess internal control policies and procedures
Perform capital asset acquisition planning and financing options
Develop proposals and proposal templates
Design and/or oversee the organization’s financial reports.
Assist in the interpreting of data and information
Augment internal staff for day to day bookkeeping tasks.

Software Selection and Implementation

Our software implementation projects are backed by proven consulting methodologies, experience, and quantifiable results, and our consultants have very broad and deep understanding of the leading accounting and financial management software packages. Since 2000, PBSI employees have assisted over 75 clients with the design and implementation of the financial transformation projects.

Development of RFP for proposed software vendors
Analysis of software vendor bids
Assistance in the evaluation and selection system.
Provide internal project management services during implementation.

Policy and Procedure Development

As your company grows, more formal structures will be needed for financial reporting. By taking the time to understand your business and long term goals, our team can facilitate the process of developing your accounting policies and procedures.

Authorizations
Bank and investment accounts.
Supplier Relations
Customer Relations
Debt
Insurance and Risk Management