Client Accounting & Advisory Services (CAAS)

Client Accounting & Advisory Services From Bookkeeping to the Boardroom, We've Got Your Financial Needs Covered

Gain deeper insights into your business’s financial performance with ORBA’s tailored accounting and advisory solutions. Our expert team simplifies complex financial tasks, streamlines your operations, and delivers actionable strategies to help you scale with confidence. Partner with us to achieve financial clarity and focus on driving your business forward.

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Bookkeeping to Boardroom Capabilities

Managed Accounting Services

Transactional Stability
Cash Management
Audit-Ready Accounting
Scalable Process & Controls

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

2025 Workplace Culture Excellence Award BDO Alliance USA

BEYOND THE TOP 100:FIRMS TO WATCH Accounting Today, 2014-2025 Rankings

2024LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2024 Rankings

Top 200public accounting firms INSIDE Public Accounting, 2013-2024 Rankings

2024 Top WorkplacesCULTURE EXCELLENCE AWARD - EMPLOYEE WELL-BEING & PROFESSIONAL DEVELOPMENT Energage, 2021-2024 Rankings

2024Top Workplaces USA USA Today, 2024 Ranking

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

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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

This handy reference tool includes current income tax brackets, estate and gift tax rates, standard mileage rates, and more.
Tax Planning Guide

This booklet provides detailed explanations to help individual taxpayers, investors, business owners and professionals with tax planning throughout the year.
Records Retention Schedule

This guide informs of how long to hold on to important business and healthcare documents.
Auto, Travel & Business Log

This booklet allows individuals to keep track of all business expenses in one central place.