PB Advisors was asked to establish a report that would show key financial information and analyze the trial balance fluctuations of this Cleveland, Ohio company on a monthly basis.

PB Advisors was asked by this Cleveland, Ohio manufacturing plant to assist with the report writing for a monthly financial package to be shared with the CEO and CFO. The reports were written within Oracle and were a customized design to show financial data across locations and reporting codes.

PB Advisors was asked to analyze medical expenses for a self insured Solon, Ohio company who had seen large increases in health coverage expenses year over year. Results would help to establish monthly employee deduction related to medical coverage.

PB Advisors was asked to read and understand the latest accounting standards issued by the Financial Accounting Standards Board (FASB) and explain how it would affect this Solon, Ohio manufacturing company.

PBC Global was asked to analyze the business and financial statements of a potential acquisition in Indianapolis, Indiana.