Transformation consulting for the middle market — without the Big 4 price tag.
Professional Business Advisory Services Group blends CPA-led financial expertise with business, data, technology, and AI transformation — helping growing companies fix the systems and processes holding them back.
Between spreadsheets and the Big 4
Most growing companies reach a point where QuickBooks and spreadsheets stop being enough — but a large consulting firm's fees, and its layers of junior staff, don't make sense yet either.
That's the gap PBAS Group works in: CPA-led advisory that combines financial expertise with the business, data, technology, and AI transformation work larger firms charge enterprise rates for — sized and priced for a middle-market company, not a Fortune 500.
Five ways we get involved
Four transformation practices, plus the core accounting work every business still needs — delivered under one advisory relationship instead of five different vendors.
Business Transformation Advisory
Growth strategy, operating model design, CFO transformation, and performance improvement for companies that have outgrown ad hoc decision-making.
Deliverablestransformation roadmapsKPI dashboardsexecutive scorecardsgovernance structures
Data Transformation Advisory
Turning fragmented, scattered data into business intelligence you can actually act on — data strategy, governance, and analytics.
Deliverablesdata maturity assessmentsgovernance frameworksexecutive analytics packages
Platform & Technology Transformation
ERP advisory, finance system modernization, CRM transformation, and process automation — without betting the business on the wrong vendor.
Deliverablestechnology roadmapsvendor evaluation matricesbusiness case analyses
AI Transformation Advisory
Helping clients deploy AI safely and productively — readiness assessments, policy development, and workforce enablement, grounded in real compliance and controls experience.
DeliverablesAI roadmapsgovernance frameworksROI models
Tax, Bookkeeping & Compliance
The core CPA work — tax return preparation, bookkeeping, and agreed-upon procedures — handled by the same firm doing your strategic advisory, not a separate vendor.
Built for the lower middle market
Typically $10M–$250M in revenue and 25–500 employees — privately owned and family-owned businesses, and private equity portfolio companies, across a range of industries.
Industries we serve
- Manufacturing
- Construction
- Healthcare
- Professional Services
- Distribution & Logistics
- Technology
- Nonprofit organizations
Challenges we're usually brought in for
- Limited visibility into business performance
- Manual, spreadsheet-driven reporting processes
- ERP systems that no longer fit how the business runs
- Uncertainty about where or how to start with AI
- Margin compression and scaling difficulties
Jeffrey Jackson, CPA, MBA
Jeffrey brings over 15 years of experience across accounting, tax, and business advisory to every PBAS Group engagement — combining traditional CPA discipline with a modern, technology-forward approach to helping middle-market companies grow.
Boutique and direct
You work directly with senior expertise from the first conversation, not a junior team reporting up through layers of a large firm.
Old discipline, new capability
Traditional accounting rigor paired with modern data, technology, and AI transformation — under one advisory relationship instead of several disconnected vendors.
Practical, not theoretical
Focused on the specific problems middle-market companies actually have — ERP frustration, fragmented data, manual reporting — not generic transformation theater.
From first conversation to engaged partner
Discovery consultation
A direct conversation about where the business actually stands and what's getting in the way.
Readiness assessment
A structured look across business, data, technology, and AI to identify where transformation will actually move the needle.
Scoped engagement
A tailored plan and fixed or engagement-based pricing agreed before any work begins — no surprises.
Delivery & support
Work delivered virtually or onsite, with ongoing support rather than a report that sits on a shelf.
Common questions
Typically $10M–$250M in annual revenue and 25–500 employees — privately owned and family-owned businesses, and private equity portfolio companies. If you're outside that range, we'll say so directly on the first call.
A bookkeeper keeps the books current but doesn't advise on strategy, systems, or technology. A Big 4 firm can do both, but at a price and scale built for enterprise clients. PBAS Group sits in between — CPA-led advisory sized and priced for a middle-market company.
Yes. Core tax preparation, bookkeeping, and agreed-upon procedures are handled by the same firm doing your strategic advisory work — not a separate vendor.
Engagements are priced on a fixed-fee or scoped basis depending on the work involved. We'll walk through the options that fit your situation during the first consultation — nothing is billed before you've agreed to a written scope.
Yes — CPA licensed in New York, Pennsylvania, and Virginia. Based in Syracuse, NY, with a remote-first model that works with clients across all three states and beyond.
Schedule a consultation
Tell us a bit about where the business stands today — we'll follow up to schedule a direct conversation.