Outsourced CFO Services

With our outsourced CFO level services, you can rest easy knowing your financials are in order.

Investor Reporting
Rest easy knowing your reports for investors are accurate and well looked after.

Financial Reporting
We customize our reporting to make sense to you.

Financial Projections
We provide financial modeling, projections and forecasts.

Operating Budget
You will get a detailed operating budget, so you can plan for your day-to-day.

Key Performance Indicators
We will monitor your KPI’s to keep you on target.

We will coordinate your external audit and tax work with your CPA firm.

Increased Confidence
We worry about your numbers, so you don’t have to and can instead focus on growing your business.

We believe in your success. We are the entrepreneur’s CFO.

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Their staff is professional and highly qualified to work with small businesses and assist with your business becoming a success!

Diana Abens
Director of Administration – Foresight ROI

They have been exceptional to work with. They have provided the resources and expertise to handle all of our accounting and finance functions, including begetting and cash flow management. Working with [ORBA] has allowed us to focus on our core competencies and grow with limited additional headcount.

Geoff Mikelsons

Carolyn, Sandy and Jessica have been a pleasure to work with, they treat our company as if its their own, and their dedication is tremendous. They are able to be responsive when necessary, but more importantly put the disciplines and expectations in place to transition complicated accounting work flows into their systems.

Bryce H. Bowman
Managing Partner – Community 1st Advisors

The [ORBA] team is part of our team. They understand our business and help us organize our finances and make the right decisions for the company.

Steven Collens

Business accounting was not the strength of any of our Founding team, nor did we have bandwidth to manage this for 20+ employees, so outsourcing our accounting needs with [ORBA] was the best decision we could have made. We know they saved us time, money and more than a few times they went out of their way to make sure we were aligned with our financial KPIs which was key for a high-growth startup at our stage. Thanks to Chris and the entire team, we felt adequately prepared for every board meeting and investor pitch. They are my go-to for any venture moving forward and I’ve recommended them time and time again to the startups I mentor.

Daniela Bolzmann
Co-Founder – WeDeliver

Cloud CFO ServicesOutsourced CFO Services


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

request guide

Forward Thinking
Forward Thinking