- Jennifer Cadet
- Carolyn Callahan
- June Floyd
- Danielle Gilbert
- Diane Gleich
- Amanda Gutierrez
- James Knowles
- D'Ann Meisenheimer
- Patty Ruiz
- Nichole Smith
ACCOUNTING AND ADVISORY SERVICES
Business owners encounter many challenges in managing and growing their companies. Maintaining accurate and timely financial information should not be one of them.
At ORBA, we understand that small, closely-held companies and their executives sometimes lack the time, skills or resources needed to manage all the complex financial aspects of their enterprises. Often, these businesses 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. The number of financial decisions and responsibilities facing owners can be overwhelming – from selecting the appropriate accounting software package and implementing key internal controls to processing daily transactions and reviewing financial results. To allow you more time to focus on your business without worrying about the details, ORBA offers a variety of services on a number of different platforms that are customized to fit your specific needs.
ORBA’s Accounting and Advisory Services professionals collaborate with you to identify your objectives and alleviate your concerns. Our services range from traditional onsite bookkeeping services to outsourced, cloud-based functions that can be tailored to meet your company’s requirements.
Our accountants and advisors are experts in helping individuals and businesses implement the financial structure critical to maintaining proper financial records. All of our group’s members are certified QuickBooks ProAdvisors and have experience working with clients from a wide variety of industries. We bring the knowledge, skill and experience it takes to understand your day-to-day accounting and finance needs and help you take the proper steps to ensure efficiency, accuracy and peace of mind. ORBA can get you up and running quickly, improve accounting management functions and help you identify the strategic steps needed that will secure the future of your business.
Traditional Bookkeeping Services
ORBA offers traditional bookkeeping services on a permanent or temporary basis to meet a wide spectrum of needs. Our highly skilled Accounting and Advisory Services staff brings vast experience to accounting processes from original point of entry through financial statements, including:
- Maintaining updated general ledgers
- Recording payments, receipts and journal entries
- Recording payroll
- Preparing depreciation and amortization schedules
- Reconciling asset and liability accounts
- Reconciling bank statements
No assignment is too big or too small for us to handle. Our specialists can provide weekly, monthly, quarterly or annual services on an ongoing basis, allowing your personnel to focus on your business, or to provide an extra layer of oversight for internal control purposes.
In addition to providing interim controller services during a transition or growth period, we also offer consulting and training services that allow your staff to become more efficient in performing routine or specialized tasks or managing the books. Not only is each member of our Accounting and Advisory Services team a QuickBooks Certified ProAdvisor, we are also proficient in other accounting software and systems as well. Experts in payroll and sales tax matters, we stay up to date on the latest rulings and changes. Our group’s professionals also collaborate with colleagues across the firm to evaluate and solve complex issues.
Financial Statement Preparation
ORBA professionals prepare comprehensive financial statements for a number of purposes. Whether required by outside third parties or for internal use by management, ORBA delivers financial statements using various methods – accrual, cash basis or income tax basis – as needed annually or more frequently for interim periods. We can also incorporate comparative periods or key ratios to assist with financial analysis.
For privately-held companies that do not require a higher level of assurance, we provide compiled financial statements that reflect management-represented information without the expression of an opinion or any assurance that there are no material modifications to the numbers needed.
At ORBA, our Accounting and Advisory Services professionals are up to date on current tax laws affecting both your business and personal tax reporting requirements. Federal, state and local regulations combine to make today’s tax environment extremely complex. We strive to keep you informed of your tax obligations while working to minimize your overall tax liability. Our complete and accurate tax compliance and informational reporting includes:
- Payroll tax returns
- Sales tax returns
- Informational returns (1099s and W-2s)
- Household employment filings
- Business tax returns
- Individual tax returns