ORBA’s tax, accounting and business consulting partners are based in Chicago, where many of the largest super-regional, national and international advisory firms are embedded. It is an ultra-competitive market. The first goal is to stand out in this crowded field. The second is to articulate the firm’s focus in serving privately-held companies and high net worth individuals with deep experience in complex family business and personal dynamics.
Earned or not, many CPA and Advisory firms sell against perceptions as backward-looking, periodic providers of required services, like an audit or a tax return. ORBA
looked to position itself as the opposite: a year-round resource that helps clients make and implement smart, confident, future-focused decisions.
A unique quality of ORBA is that virtually all its professionals have triple majors: they do tax, accounting and consulting work for clients. This holistic or full circle approach is symbolized with the “O” in the name and in a new mark embedded therein. From there, everything else takes new shape: a sharp website, great new content, a dozen new service line brochures, e-marketing templates and more.