Family Office Services

Successful entrepreneurs sometimes lack the time, skills or resources needed to manage the financial aspects of their enterprises. These companies often require the assistance of a full-service bookkeeping department that can put their finances in order and take over some of the more time-consuming financial tasks.

For more than 35 years, the Accounting Services Department at ORBA has been providing solutions for numerous clients by performing a variety of important duties for them.  Specifically, we can assist with the following:

  • Keeping an updated general ledger by posting checks, deposits, and various journal entries at the client’s office;
  • Performing monthly bank reconciliations, as well as the reconciliation of all assets and liabilities. This allows for the preparation of financial statements that may be prepared on a monthly, quarterly, or annual basis;
  • Preparing payroll or post reports from an outsourced payroll service;
  • Preparing quarterly payroll tax returns, monthly sales tax returns, and annual corporate tax returns, as well as individual tax returns; and
  • Preparing the write-up work and tax returns for profit sharing and pension plans.




Wealth Management ServicesFamily Office Services

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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
Forward Thinking