Cloud CFO Services The Entrepreneur's CFO—ready from the word go

Our cloud-based, outsourced accounting services help entrepreneurs with high-growth companies scale profitably. We step in and take care of all things financial, so you can focus on growing your business. We partner with you to develop an efficient system that meets your company’s current and future needs, provides security and privacy, and allows real-time access to the financial data and information you depend on to run your business operations.

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Our Cloud CFO Services Provide

Weekly Bookkeeping
All your accounts payable and receivable, reconciliation and payroll needs are handled by an associate as your main point of contact using our proven processes and checklists.

Monthly Controller Review
An experienced manager will review your budgeting, monthly financials and cash flow projections, and then generate accurate and timely reports to accelerate growth.

CFO Strategy Sessions
We’ll provide you with our most experienced team members for a periodic “CFO checkup.”  Using your key growth drivers, we will help you understand your company’s financial health so that your business can scale sustainably and profitably.

Benefits of our cloud-based solutions

A Dedicated Financial Team Designed to Help You Scale
Our self-sufficient cloud CFO team comes without the HR headache of managing employees. We can save you up to 160 hours per month, which is the equivalent of one full-time staff member.  Better yet, our team is scalable; your business grows and and we grow with you.

A Proactive and Customized Approach to Your Finances
We know that one size doesn’t fit all in accounting services. Your business is unique, so we will customize an accounting system to fit your needs. Next, we will help you identify and focus on three key business-specific metrics to improve cash flow and accelerate growth. Without asking, you’ll have the financial information you need when you need it.

A Strategic Focus on Your Future
We believe in our clients’ success. From 2017 to 2018, our clients saw an average revenue growth of 90%. With the careful review of our CFO Strategy Sessions, we will make sure you’re on track to meet your growth and profitability goals.

Anytime, Anywhere Access to Your Financials
Your daily bookkeeping, monthly reconciliations and reports will become part of our optimized process. By automating your accounting with the cloud, you can securely access your real-time financials anywhere and on any device.

We are the Entrepreneur’s CFO. For more business and accounting resources, visit our Cloud CFO Services blog.

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Testimonials

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 made it so I can focus 100% on my business, 100% on my clients, and 100% on my team. Before them, this wasn’t possible. Thank you.

Aaron Frazin
Founder & CEO – Charlie

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
DERMAFLASH

We get the benefits of a first-rate finance team without all the expense. They give us confidence that our finances will be managed well. When they say they’re going to do something, it gets done.

Steven Collens
CEO – MATTER

[ORBA] is able to provide a comprehensive service that you can not get from other accounting service for a small business at a great price.

Diana Abens
Director of Administration – Foresight ROI

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

By leveraging the latest in technology to create efficient workflows, [ORBA] has helped to more accurately tell a story with our financials.

Kristi Zuhlke
CEO – KnowledgeHound

[ORBA] has provided us with quality insight into our business planning forecasts. For the first time ever we had an accounting services that was able to work with us and accommodate our unique needs.

Diana Abens
Director of Administration – Foresight ROI

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
CEO – MATTER

[ORBA] has been a terrific partner for A Better Chicago. We have been working together for more than two years. Rather than build our own finance team, we rely on them to manage our budgeting, reporting, accounting and bill-pay. I have been very satisfied with quality of work, and I feel that their staff are deeply committed to our success. I highly recommend [ORBA] to any entrepreneur who is in need of an outstanding outsourced CFO.

Liam Krehbiel
Founder & CEO – A Better Chicago

[ORBA] has tremendous financial and accounting talent that has helped us get our systems built and set up while we were in start up mode. We have gone from $100,000 to nearly $2,000,000 in revenue in our first year and the ORBA team assigned to us have been a large part of that growth and success.

Bryce H. Bowman
Managing Partner – Community 1st Advisors

I was previously doing all the day-to-day accounting, so partnering with [ORBA's] Cloud CFO services has freed up the time to concentrate on more strategic things, outside of journal entries.

Brian Wilkin
Co-Founder – DUDE

[ORBA] is the perfect 360° bookkeeping and accounting solution for start-up and small businesses. Their dynamic team will take care of all your financial reporting and accounting needs while you focus on growing your business.

Jurie Victor
Senior Financial Manager – Spikeball

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

As a first-time founder, [ORBA] was the best accounting team I could have asked for. Not only did they do an amazing job with all the financial challenges we threw at them, they truly cared about the problems we were solving with our business. Even though they had many clients, they felt like a full-time team member.

Mike McGee
Founder – The Starter League

[ORBA] helped our firm tremendously and was a true partner on all accounting related issues, large and small. We highly recommend them to any small to mid-size firm that requires additional accounting support.

John Kinzelberg
Co-Founder & Principal – Highgate Capital Group

Cloud CFO Services

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Firms News

04.17.19

ORBA Announces Cloud CFO and Accounting Service Hires
Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to welcome Carissa Coppola as an Associate in the Accounting Services Department, and Emily Cohen, Jason Dion and Joshua Trezek as Associates in the Cloud CFO Services Department

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Media Mentions

04.17.19

Various Media – ORBA Announces Cloud CFO and Accounting Service Hires

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