1. PBO Advisory Group

0

San Diego, CA

Cancel

Open app

Search

PBO Advisory Group

5.0 (2 reviews)
Closed • Closed

Services - PBO Advisory Group

Accountants

Business consulting

Bookkeepers

PBO Advisory Group Photos

You might also consider

Recommended Reviews - PBO Advisory Group

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

9 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

9 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - PBO Advisory Group

You might also consider

Verify this business for free

People searched for Accountants 1,802 times last month within 20 miles of this business.

Verify this business

Profitwise Accounting - We're 100% Virtual but have an On-Demand HQ in our home town of San Diego, CA where our founders, much of our team, and our heart lives.

Profitwise Accounting

(26 reviews)

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

Lavine Lofgren Morris & Engelberg

Lavine Lofgren Morris & Engelberg

(5 reviews)

I've worked with many CPA firms over the past 30 years. LLME is the best!! Quick replies to my…read moremany questions. Overall amazing customer service. Very professional. Fairly priced. I look forward to doing business with them for years to come.

It's that tax time of year, so figured I'd take the opportunity to give a shout out to Ray…read moreGallagher, who's been incredible at helping us with our taxes since we first moved to San Diego, almost 20 years ago. Until then, I'd always done my taxes on my own, with the EZ form, made some simple calculations to figure out what refund I was owed. BUT, my first year after having a "real" job, I dutifully completed my EZ form, just to learn that I actually OWED money -- a LOT (to me) of money, especially considering that most my take-home pay was already going to pay student loans. So, a colleague recommended Ray to me, and he is incredible. We've been using him ever since for the last 18 years, and have always been very impressed and happy with him. He's laid-back, responsive, explains things well, and has always done a great job both at doing our taxes for the present year and planning our tax liability for the upcoming year. For the past two years, we have also used Ray for our business, and I absolutely agree w/ the prior reviewer that he is honest, diligent, super responsive, very knowledgable, and able to explain complicated tax concepts in a straight-forward way (multiple times, if necessary). Absolutely 100% recommend Ray Gallagher and Lavine Lofgren.

San Diego Biz Law APC - San Diego Business Lawyers

San Diego Biz Law APC

(46 reviews)

Greetings, I spoke with  Steven Riznyk, an attorney i spoke…read morewith over the phone this morning....He was very professional, honest and thorough. He actually is the first attorney i consulted who truly gave me answers regarding immigration law and the potential, serious consequences for both my fiance and i and that we both inevitably would be charged with visa fraud by USCIS if we were to marry on a tourist visa. I spoke with a 30yr practicing attorney in LA 3 weeks ago who even charged me $400 for an hour consultation. This attorney advised me to have my fiance come on tourist visa but state no intentions of marrying. Then, once she arrived to marry and file for adjustment of status. I am angry and appalled that some attorneys (whose names i wont mention) are misleading and untruthful about who can qualify for adjustment of status. Even though my fiance and i got engaged, even with a ring after knowing each other for a short while, we did not get married in Las Vegas. He recommended to me that i pursue the K-1 Fiance Visa route, where there is not the presumption of fraud, and both my fiance and I can clearly state our intentions in statement letters to validate our relationship and our desire for a genuine marriage. David Spinler

Stay away from this toxic law firm. Steve Riznyk is a predator that likes to verbally abuse the…read morewomen in the office. He went as far as having them sign NDA's as a condition of employment to prevent anyone from being a whistleblower. This man has no ethical boundries. Stay as far away from thie firm as possible.

Asha Mankowska - I'm delighted to share with you my podcast and website perfect for business development www.AcceleratedProfitsMasters.com

Asha Mankowska

(18 reviews)

Core, Downtown

I was looking at consulting business to study the landscape of business consultants in San Diego. I…read morenoticed the high rating of Asha's business and read some reviews. The reviews made me realize that I could use Asha's services. Her website was clear and easy to navigate and schedule a session. We got on a call and Asha was quickly able to understand my core need and then ask the right questions to understand and identify some key blocks, strengths and weaknesses to be explored to develop clarity and strategy for use of my experience and talents to allow me to narrow my focus and get the responses I was looking for. If you're looking for someone to help you get clarity, understand your key road blocks, and develop strategies to work through them, time with Asha will be a very worthy investment into your career.

Trust the process! Working with Asha has been a journey that I can highly recommend. I came to her…read morebecause I was experiencing stagnation in my career and almost no results from my job searches. For the last 8 years I was stuck in a career and industry that was not my passion, which did not offer any further advancement and the financial situation was far from satisfactory. I had almost lost my hope & confidence. Asha listened to my issues, learned about my unique situation and was able to develop a very clear strategy for me as early as our initial session. After our decision to work together, she helped me overcome many hurdles and confront issues that were holding me back for many years: financial, emotional, my mindset, beliefs, and self-imposed limitations. She tailored exercises, assignments, and meetings that helped me realize my potential. She helped me apply my skills, talents and dedicate my energy to what I needed to do, to finally generate results I wanted. Asha noticed in me skills and talents that I've never knew I had. It helped me broaden my horizons and it allowed me to be open to more successful job opportunities I've had not considered before. I've completely changed the ways I've been doing things. I was able to successfully update my resume, cover letters, online presence, and most importantly my attitudes and confidence. I finally got multiple job offers, in my ideal industry, for much better income and with better growth opportunities. Now I really enjoy being interviewed, and I receive great interest and feedback from potential employers. I am being selected to move forward with the hiring process over other candidates.

PBO Advisory Group - accountants - Updated October 2026

Loading...
Loading...
Loading...