ORBA

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ORBA is a full-service financial services company located in Chicago. It was founded in 1977 and now has a team of 63 that provides financial accounting, tax & payroll preparation, bookkeeping and expert witness/forensic services to mid-size and small businesses.

Client Insights

Industry Expertise

Financial services

30%

Dental

10%

Legal

10%

Manufacturing

10%

Medical

10%

Non-profit

10%

Other industries

10%

Real estate

10%

Client Size Distribution

Small Business (<$10M) 40%

Midmarket ($10M - $1B) 60%

Common Project Size

<$10K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
2 Reviews

ORBA provided accounting services for 97 Switch, a web design firm. The founder of 97 Switch, who was not an accounting specialist, required a dedicated accountant. Jim Pellino, a director at ORBA, was assigned to the project and became the sole point of contact. He not only managed their taxes but also provided advisory services, helping the firm to file their taxes correctly. The founder of 97 Switch found ORBA through a networking group and was particularly pleased with how trustworthy Jim was. The project cost around $5,000 and has been ongoing since August 2015.

For a Chicago-based digital agency, ORBA handled tax preparation and financial planning. The seven-person team had an existing accounting firm and bookkeeper but needed expert advice for their growing business. They met with ORBA around tax season and between Q3 and Q4 to discuss their financial outlook based on sales projections. ORBA helped them with decisions about hiring new staff, purchasing equipment, growing in different directions, and increasing their 401(k) contributions. They also assisted with setting up a new LLC and working with a property management company when the digital agency decided to purchase their own property. The agency also set up a 401(k) and life insurance for owners and team members, which ORBA aided with.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0