Connections for Success

 

Cloud CFO Services

04.28.20

How to Adjust Your Budget in a Recession

With Forbes reporting a massive decline in retail sales, industrial production and manufacturing, it should really be no surprise that Bloomberg declared there is a 100% chance of a recession in the next 12 months. Our Cloud CFO team has always advocated dynamic budgets. Budgets that are more adaptive to market trends force teams to come […]

04.09.20

Eight Ways to Get Creative With Cash Flow in a Crisis

Does the COVID-19 crisis have you strapped for cash? In this quickly-changing COVID-19 landscape, the restrictions to your cash flow come hard and fast. In a crisis, restricted cash flow can be a double-edged sword. To stay afloat, a business must improve liquidity for fluctuating priorities. While inevitably, many will focus solely on cutting costs, […]

03.31.20

How to Establish a Rainy Day Fund in the Middle of a Crisis

Unprecedented ideas in unprecedented times We have entered an unprecedented time in market disruption across industries. Now, more than ever, is the perfect time to enact the rainy day fund. Either start building it or call on it.  As a business owner or executive, it likely feels imperative to get in front of this disruption […]

03.13.20

Onboarding New Clients: What Makes Our Process Unique
Segdrick P. Byrd

We get it. Your business is your baby and it is no small thing to hand over your books to a new financial daycare. But, we are here to walk you through the process and promise that once it’s done, you will be  happy you did. It is a process we have finely tuned over […]

02.25.20

Six Ways to Improve Accounts Receivable

Improve your cash flow by improving your accounts receivable process When you are trying to improve cash flow or working capital, a great place to begin is by improving your accounts receivable (AR) cycle. Does this sound familiar? You have a sales team driven to get the job done, but customers never seem to pay […]

02.07.20

Why Business Owners Need to Know How to Forecast

Forecasting: Surprisingly overlooked; hugely strategic This may come as a surprise. Our target market companies are making anywhere up to $25+ million in revenue per year and a lot of them still do not forecast.  It is one of the reasons we can offer something unique to our clients. We see their financials as part […]

01.22.20

Three Reasons to Switch to NetSuite

Are you concerned your current accounting solution cannot scale with your company? Here are the signs you need an ERP and the top three reasons to switch to NetSuite.

01.06.20

Troubleshooting Common Cash Flow Problems

Preparing for year-end finances should not only be about taxes. It is a perfect time to begin business planning to meet your financial goals and start off the year with clean books.

12.16.19

The Difference Between a Balance Sheet and Your P&L (And Why it is Important)

Preparing for year-end finances shouldn’t only be about taxes. It’s a perfect time to begin business planning to meet your financial goals and start off the year with clean books.

10.29.19

Business Planning: Preparing for Year End

Preparing for year-end finances shouldn’t only be about taxes. It’s a perfect time to begin business planning to meet your financial goals and start off the year with clean books.

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Firm News

08.11.25

ORBA Ranked as a 2025 Top 200 Firm by INSIDE Public Accounting
CHICAGO — ORBA, one of Chicago’s largest public accounting firms, has once again been recognized as a 2025 IPA Top 200 Firm by INSIDE Public Accounting (IPA). This marks the eleventh time since 2013 that ORBA has made the list of the country’s top firms. In the IPA’s annual report, ORBA is ranked #113, climbing five spots higher than last year, and is the highest ranked of the six Illinois firms on the Top 200 list.

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seminars & events

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking