About our Virtual CFO Services

man holding inventory reviewing ecommerce accounting report with female accountant

The benefits of a CFO without the overhead.

At ORBA Cloud CFO we’ve been streamlining businesses’ back offices since 2011. Many businesses with $2-$50 million in revenue need some financial insight but are not yet ready for an in-house CFO. We offer the perfect amount of CFO strategy without the C-suite price tag. 

Learn how our clients saw an average revenue growth of 47% from 2022-2023. 

Our Goal-Based Financial Services Include

Outsourced Bookkeeping Services

Your accounts payable and receivable, reconciliation and payroll are looked after by an associate.

Outsourced Financial Controller

Monthly review of budgeting, and financial reporting: balance sheets, income and cash flow statements.

Outsourced CFO Services

Get insight into your financial health with our CFO strategy sessions so that you can scale profitably.

Virtual CFO Services

A financial partner you can rely on.

We know how hard it is to find accounting services you can count on. That’s why our three pillars of service include a dedicated team, a proactive approach and a strategy to scale. We are the Entrepreneur’s CFO.

Our cloud-based, virtual accounting services help entrepreneurs with high-growth companies scale profitably.  

Backed by an outsourced accounting associate and manager you get a customized accounting approach to meet your company’s current and future needs. 

We save clients money while looking after bookkeepingmonthly accounting and CFO-level reporting.

You get real-time access to the financial data that you depend on to run your business operations. Without asking, you’ll have the financial reports you need when you need them.

We help you identify three business-specific metrics to improve cash flow and accelerate growth.

Using these key growth drivers, and our “CFO strategy sessions,” we help you understand your company’s financial health so that your business can scale profitably. 

Getting Started with ORBA Cloud CFO

1. Learning about your business

Get started with a kickoff meeting with your delivery team to knowledge share so we’re up to speed on your systems and current accounting processes.

2. Transition of weekly accounting items

Within one week of your kickoff meeting we’re taking over the weekly accounting needs.

3. Month-end accounting items

We cover and learn about all month end reporting requirements. Your delivery team documents all accounting processes so you have an immediate value-add. Onboarding normally wraps up within 6 weeks total.

4. Advanced accounting services

If you opt into our CFO add-on, this is where we identify growth drivers and tackle special projects.

Grow and Scale With Confidence

"Now that we have been working with ORBA Cloud CFO, we have been able to get our arms around the different parts of our business. This has led to some strong realizations that will allow us to grow and scale with more confidence."

Jamie Johnson, CEO VERDE

Grow and Scale With Confidence

The Entrepreneur's CFO

A Great Team and Business to Work With

"Our onboarding and experience with ORBA Cloud CFO has been fantastic. The team has been a huge help lifting a big load off our shoulders to focus on other important parts of our business. We’ve had great success... from our initial discovery calls... through to account management. We interviewed a lot of firms and we’re definitely happy we chose ORBA. Great team and business to work with. "

David Crothers, Julbo

Get started with the entrepreneur's CFO

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