ORBA Cloud CFO

Effective November 1, 2025, ORBA Cloud CFO Services, LLC has joined Citrin Cooperman. This is a strategic step forward, allowing us to offer an expanded range of services, deeper expertise, and enhanced resources all while maintaining the personalized approach that has been the hallmark of our firm. We are very excited about joining Citrin Cooperman and look forward to providing our clients with even more comprehensive services in the months and years to come.

Celebrating Women's Equality Day and the fearless women leading businesses to new heights! ORBA Cloud CFO is proud to support women entrepreneurs and leaders who are reshaping the future of business.

The OBBBA temporarily quadruples the SALT deduction cap to $40,000 for 2025-2029, offering businesses and their owners substantial federal tax savings opportunities. Smart CFO strategies include timing income recognition, maximizing pre-tax retirement contributions, and coordinating state tax elections to capture these benefits while avoiding income thresholds. Let us help you navigate these complex changes and optimize your business tax position during this limited window.

How Will the Changes to the SALT Deduction Affect Your Tax Planning? As part of recent legislative changes, several clean energy tax incentives established or expanded by the Inflation Reduction Act (IRA) are being modified or phased out with the passage of the One, Big, Beautiful Bill Act (OBBBA). Below is an overview of the adjustments and eliminations affecting bo...

Today we celebrate National Nonprofit Day, a day dedicated to shining a spotlight on the impact non-profit organizations have on our communities and beyond. From addressing critical social issues to fostering civic engagement, non-profits are the heart and soul of positive change. This day is not just about recognizing the organizations themselves but also the passionate staff, volunteers, and supporters who work tirelessly to make a difference. Join us as we honor their contributions and explore the transformative power of nonprofit work in building a better world.

August is National Sun Safety Awareness Month, a reminder that preventive habits today protect your health for years to come. Use broad-spectrum SPF 30+ and reapply every two hours, wear long sleeves, a wide-brim hat and UV-blocking sunglasses. Also, seek shade from 10 a.m.–4 p.m. Build these steps into your routine to lower risk and stay active safely.

Commit to a sun-safe checklist this month!

ORBA has been ranked #113 on the 2025 IPA Top 200 Firms list by INSIDE Public Accounting—five spots higher than last year! We are proud to be the highest-ranked Illinois firm and celebrate this 11-time achievement. Visit www.orba.com to explore how we support businesses with expert financial solutions. https://www.orba.com/news/orba-ranked-as-a-2025-top-200-firm-by-inside-public-accounting/

ORBA Ranked as a 2025 Top 200 Firm by INSIDE Public Accounting CHICAGO — ORBA, one of Chicago’s largest public accounting firms, has once again been recognized as a 2025 IPA Top 200 Firm by INSIDE Public Accounting (IPA). This marks the eleventh time since 2013 that ORBA has made the list of the country’s top firms. In the IPA’s annual report, ORBA is r...

Did you know?

66% of finance professionals say lack of control and visibility over AP has a negative impact on their growth.

Running a smooth and automated AP process can:
🔸 prevent fraud
🔸 improve cash flow
🔸 save you $ on each invoice

Link to read more in comments below 👇

🎉✨ As we say goodbye to 2024, the entire ORBA Cloud CFO team would like to thank you for being part of an incredible journey.

This Year, we've partnered with amazing companies , supported their growth, and celebrated their successes. Together, we've built a stronger Future!

🌟Here's to a new year full of opportunities, achievements, and continued success. Happy New Year from all of us at ORBA Cloud CFO!

At ORBA Cloud CFO, we are grateful for an amazing year of growth, achievements, and partnerships. Together, we've made great things happen!

🌟Wishing you a holiday season full of joy, success, and memorable moments with your loved ones.

Here's to even greater success in 2025.
Thank you for being part of our Journey!

Boost your efficiency with AR Automation in NetSuite.
Tired of chasing payments and handling endless manual task?
NetSuite's AR automation tools simplify the process, helping you get paid faster and reduce errors.

Learn about the benefits of automation your accounts receivable and how it can positively impact your business's cash flow.

Dive into our guide for insights.

AR Automation: How NetSuite can improve your cash flow AR automation is step one in improving your cash flow. In this guide we cover the basis of AR automation and how NetSuite can help.

Are you still manually managing your account receivable?

Accounts receivable (AR) automation can transform your business's cash flow by speeding up payments and reducing manual work. With NetSuite's AR automation, you can streamline invoicing, improve accuracy, and focus on what truly matters: growing your business.

Discover how AR automation can take your financial operations to the next level in our latest guide.
https://www.orbacloudcfo.com/ar-automation-netsuite/

Closing the year successfully is easier than you think.
Updating your inventory and adjusting sales forecasts is an effective way to be prepared and minimize errors.

Ignoring inventory and sales forecasts can lead to impulsive decision. Take a moment to review now and avoid issues!
Discover how to keep your records up to date for a better 2025: https://www.orbacloudcfo.com/preparing-for-year-end/