Orion CFO & Accounting Services

Business Solutions that point true north

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CFO Services

Strategic finance leadership for clarity, growth, and resilience.

Strategic Planning
Budgeting & Forecasting
Advanced Financial Modeling
KPI Creation & Monitoring
Recurring Monthly Performance Evaluations
Board-Level Presentations & Advisory

Accounting & Bookkeeping

Accurate, timely books that stand up to scrutiny.

Monthly Close & Reconciliations
Accounts Receivable / Accounts Payable
Payroll Services
Audit Support & Preparation
Compliance & Record-Keeping

System & AI Implementation

Modernize your stack; convert data into decisions.

Upgrading Financial ERP Systems (e.g., QuickBooks → NetSuite)
Upgrading CRM Tools for Reporting & Dashboarding
Integrating AI for Advanced BI Solutions
Automation of Repetitive Finance Processes
End-to-End Performance Improvement

Tax Strategy

Proactive tax planning that protects your bottom line.

Ensure 100% Tax Efficiency
Monthly / Quarterly Tax Preparation
Annual Tax Filing
Entity Structuring & Credits/Deductions Planning

Placement Services

Right talent, right time—contract or direct placement.

Full-Time or Part-Time In-House Staffing
Contract or Direct Placement
Vetting & Supplying Qualified Finance Professionals
Interim CFO / Controller Options
Long-Term Talent Acquisition Support

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