ORBA
visit site- $1,000+
- 50 - 249 employees
- Chicago, IL
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
30%
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10%
10%
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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
ORBA provided accounting services for 97 Switch, a web design firm. The founder of 97 Switch sought out ORBA's services due to a lack of accounting expertise. Jim Pellino, Director at ORBA, was the primary point of contact, handling tax matters and providing advisory services. The partnership began in August 2015 and continues to this day. The firm has invested around $5,000 in ORBA's services. The decision to choose ORBA was based on the trustworthiness and helpfulness of Jim Pellino, who was discovered through a networking group.
In another project, ORBA was tasked with tax preparation and financial planning for a digital agency based in Chicago. The agency, which generates a bit over $1 million per year, needed expert advice on tax matters as their business grew more robust. ORBA was engaged for regular meetings, particularly during tax season and in the fourth quarter, to discuss income tax based on sales projections and to plan for future expenses such as hiring new staff and purchasing new equipment. ORBA also assisted in setting up a new LLC and working with a property management company when the agency decided to own their own place. Furthermore, ORBA helped in setting up a 401(k) and life insurance for the owners and team members.