Client Accounting & Advisory Services Your vision, our expertise. Leave the numbers to us.

ORBA’s Client Accounting & Advisory Services (CAAS) group delivers a full spectrum of financial solutions designed to empower businesses at any stage of growth. From ensuring transactional accuracy with bookkeeping and cash flow management to driving long-term success through strategic planning and performance analytics, our team is equipped to handle your financial complexities.

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We recognize that managing financial responsibilities can be overwhelming, which is why we collaborate closely with you to streamline processes, enhance financial clarity, and provide actionable insights. By leveraging advanced platforms and customized strategies, we help your organization achieve stability and scalability, giving you more time to focus on growing your business with confidence. At ORBA, we are committed to delivering professionalism, precision and peace of mind—every step of the way.

Bookkeeping to boardroom capabilities

Managed Accounting Services
  • Transactional Stability
    • Accounts receivable, accounts payable, bank and credit card reconciliations
    • Maintain general ledger system
  • Cash Management
    • Establish accounts payable prioritization, timing and approval flow
    • Integrate collections with payables
    • Coordinate with banks and investors
  • Audit-Ready Accounting
    • Document and optimize month-end close (MEC)
    • Reconcile key profit and loss (P&L) and balance sheet accounts
  • Scalable Process & Controls
    • Craft core process documentation
    • Ensure proper segregation of duties
Finance & Strategic Transformation (FaST)
  • Cash flow insights and coaching
  • Budgeting/forecasting and long-range business planning
  • Performance management proven process
  • Analytics and scenario planning
Transaction Advisory Services (TAS)
  • Financial due diligence
  • Tax due diligence
  • Valuation services
  • Post-transaction services
  • Exit planning services
Transaction Advisory logo: a blue circle with a stylized equal symbol in it.

Streamline your financial processes and achieve clarity today with ORBA’s expert Client Accounting & Advisory Services team.

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BEYOND THE TOP 100:FIRMS TO WATCH Accounting Today, 2014-2025 Rankings
2024 Top WorkplacesCULTURE EXCELLENCE AWARD - EMPLOYEE WELL-BEING & PROFESSIONAL DEVELOPMENT Energage, 2021-2024 Rankings
Top 200public accounting firms INSIDE Public Accounting, 2013-2024 Rankings
2024Top Workplaces USA USA Today, 2024 Ranking
2024LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2024 Rankings
TOP WORKPLACES USA Energage, 2021-2023 Rankings
TOPWORKPLACES The Chicago Tribune 2010-2016; 2020-2024 Rankings
GREAT LAKESRegional Leader Accounting Today, 2012-2025 Rankings
over47 years Of High Performing Service To Clients In Chicago & Beyond

Client Accounting & Advisory Services

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Firm News

03.11.25

ORBA Named to Accounting Today’s 2025 “Beyond the Top 100: Firms to Watch”; Firm also Recognized as a Great Lakes Region Leader
CHICAGO –  ORBA, one of Chicago’s premier public accounting firms, has been recognized once again by Accounting Today in their “Beyond the Top 100: Firms to Watch”, securing the 132nd spot. Additionally, ORBA is ranked among the top 25 firms in the Great Lakes Region, marking its 15th consecutive year on the “Top Firms: The Great Lakes” 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