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Catch up bookkeeping2025-10-01T17:23:51+00:00

Catch Up Bookkeeping that gets you current – fast, accurate, fixed fee

Falling behind on your books creates risk: missed filings, bad decisions, and stressful year – end. Our catch – up team reconciles accounts, fixes errors, and delivers clean, audit – ready financials – then transitions you to an on – time monthly close (target ≤ 30 days).

Your Accounting Experts, Always Within Reach

An Accounting Firm you can rely on!

0 %

Late Filings

$15,000+

Average Tax Savings Per Client

12+

Years of Experience

<6 hrs

Average Response Time

<10 days

Month End Close

Meet the Founders

Sophie

Sophie Dillon, CPA,CA

Co-founder

Orbit Accountants sophie

At Orbit, we’ve built a practice that’s grounded in clarity, care, and consistency. From onboarding to ongoing support, our focus is always on making accounting feel less like a burden and more like a growth tool. We’re here to simplify the process, not complicate it.

Malay

Malay Matalia

Co-founder

Orbit Accountants sophie

Orbit was born out of a simple idea: organizations should have access to timely, accurate books and clear, transparent pricing. As clients grow and expand globally, our job is to keep their finances grounded with smart systems and proactive support, every step of the way.

Catch Up Bookkeeping Services For Your Business in US

Are you a charity or non-profit?

Get fund-ready books, grant reporting, and CRA fillings

Quick Answers  

Depends on months and account volume; we work in sprints and target a ≤30-day cadence once you’re current.
Yes—missing entries, miscodings, and reconciliations until balances tie out.
Yes—our deliverables are CPA-ready, and we’ll liaise directly if you like.
No—fixed monthly pricing; no surprise bills. 
Yes—registration guidance and filings; for U.S. tax compliance we partner.
QBO/Xero + Dext/Hubdoc; Shopify, Stripe, Square, and more.
Through the Orbit Portal—secure uploads, requests, approvals, and statuses.

Why companies switch to Orbit for catch-up 

  • Rapid onboarding and a clear cleanup plan.

  • Fixed monthly pricing—no surprise invoices.

  • Orbit Portal for secure requests, uploads, approvals, and status—no chasing.

  • Clean, audit-ready workpapers your CPA will love.

  • Tooling that fits your stack (QBO/Xero + Dext/Hubdoc; Shopify/Stripe/Square, and more).

  • Smooth handoff to monthly bookkeeping with a ≤30-day close target.

Catch-up Bookkeeping – What we do

  • Catch-up Bookkeeping – What we do
  • Enter and categorize missing transactions and standardize your chart of accounts for clarity.
  • AR/AP and sales tax cleanups (voids, credits, unapplied items) so subledgers match the GL.
  • Payroll and 1099 readiness (mapping, adjustments; filing via partners where needed).
  • Deliver CPA-ready financials (P&L, Balance Sheet, Trial Balance, tie-outs, and a PBC checklist).

Orbit vs Alternatives 

Vs generalist bookkeepers

Catch-up needs process and QA; we deliver management-grade files with documented workpapers.

Vs in-house single bookkeeper

No single-point-of-failure—team coverage, peer review, faster closes. 

Vs audit-first firms

Operational visibility monthly; audits are quicker because the PBC is ready.  

Vs software-only tools

You get people + process + portal, not just an app.

How Orbit Accountants Works with Your Business

We Get You Started

Step 01: Discovery & file review
We get access to your systems, review statements, and scope the backlog. You’ll see a clear plan with risks flagged and a realistic timeline.

We Manage Your Bookkeeping

Step 02: System setup (if needed)
We configure QuickBooks Online or Xero + Dext/Hubdoc, connect payment processors (Shopify, Stripe, Square, etc.), and standardize your chart of accounts for a clean starting point.

We Provide Tax-Ready Financials

Step 03: Cleanup sprint
Our team re-performs reconciliations, fixes coding errors, clears AR/AP balances, and documents every step. You’ll get weekly progress updates in the Orbit Portal.

We Provide Tax-Ready Financials

Step 04: Final review & handoff
We deliver CPA-ready financials, a punch list of any remaining items, and a tidy workpaper package. We can liaise directly with your CPA if you like.

We Provide Tax-Ready Financials

Step 05: Transition to monthly bookkeeping
Once you’re current, we move you to a fixed-fee monthly cadence with a target ≤30-day close, ongoing KPIs, and audit-ready continuity.

The Orbit Portal – no more document chasing 

Catch-up Bookkeeping – What we do

  • Reconciled accounts and corrected historicals with a clear audit trail.  
  • CPA-ready statements and a punch-list of any remaining items. 
  • A documented close checklist and KPI starter pack (cash runway, margin, AR aging).  
  • A simple path to monthly bookkeeping on a fixed fee.  

Industries we serve 

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Packages & Pricing 

Ready to get current?

Transparent Plans, no surprises
Custom Solutions for your business

Join Businesses Across the US Who Trust Orbit

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Working with Orbit has been a seamless, excellent experience. I really appreciate their attention to detail, expertise and responsiveness – I have full confidence that my bookkeeping/accounting are well taken care of. Can’t recommend Orbit enough!

Melanie Grauds, Founder, MELROSE Training
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As my business grew, so did the complexity of our bookkeeping, and Orbit has been an incredible partner in getting everything organized and up to date. I’ve used their bookkeeping, reporting, and fractional CFO services, which provided clarity and practical advice on how to move forward. The team is flexible, timely, and highly professional, with an impressive attention to detail. I’ve never felt pressured or upsold, and I trust their guidance completely. I would highly recommend Orbit to any business owner looking for reliable support.

Mike LeBlanc, Elit Care
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Orbit Accountants has exceeded my expectations in every way. Their team is incredibly knowledgeable, always prompt in their responses, and meticulous with our accounts.

Jaideep Shergill, Founding Partner, Pitchfork Partners
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Orbit’s team feels like an extension of my business. Thanks to Orbit’s tailored approach, I’ve uncovered tax savings that paid for their services twice over.

Taylor Jordan, Co‑founder, Sora Stays
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What I love most about Orbit is their attention to detail and commitment to quality. We’ve significantly reduced administrative time and improved our financial accuracy.

Punitha Arumugam, Founder, Arumugam & Consultants (A&C)
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Orbit accountants have been brought on board with Fortitude Construction as our fractional CFO. Since they have come on board, they have truly helped us with organizing our bookkeeping and accounting workflows. They have also captured our cash flow management and have made it easy to understand and effective to forecast and plan ahead. Their team is courteous and caring, and delivers qualified professional business insight.

Joel Bradshaw, Fortitude Construction
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Orbit saves me hours every quarter, allowing me to focus on scaling my business instead of juggling spreadsheets.

Ruby Tigbayan, Founder, Fit Systems Consulting
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Collaborating with the Best in the Business

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Frequently Asked Questions

How do we get started?2025-09-24T19:40:03+00:00

Book a discovery call; we’ll scope and propose a fixed fee.

What happens after cleanup?2025-09-24T19:39:45+00:00

We move you to monthly books with a ≤30-day close target.  

How do you ensure quality?2025-09-24T19:39:27+00:00

Peer review and a documented PBC package.

Can you fix past payroll mapping?2025-09-24T19:38:39+00:00

Yes—adjustments and mapping for accurate liability and expense. 

Do you work across the U.S.?2025-09-24T19:38:20+00:00

Yes. For U.S. tax compliance, we partner.  

Is there a kickoff checklist?2025-09-24T19:38:00+00:00

Yes—access, entities, banks, processors, payroll, sales tax, docs. 

Do you offer a one-time cleanup?2025-09-24T19:37:34+00:00

Yes; most clients continue monthly once current.

Can you handle inventory and e-commerce connectors?2025-09-24T19:37:10+00:00

Yes—Shopify/Stripe/Square and more.  

Will I get management reports, not just tax reports?2025-09-24T19:36:47+00:00

Yes—monthly KPIs after transition. 

Can you clean cash, credit cards, loans, and merchant accounts?2025-09-24T19:35:53+00:00

Yes—full reconciliations. 

Do you work with startups and established firms?2025-09-24T19:35:28+00:00

Yes—scope flexes to your stage. 

Can you fix my chart of accounts?2025-09-24T19:35:06+00:00

Yes—consolidation, standardization, and mapping. 

What if I’m switching from another bookkeeper?2025-09-24T19:34:45+00:00

We migrate calmly with clear cut-off dates and a documented opening balance. 

Do you help with back taxes?2025-09-24T19:34:24+00:00

We prepare IRS-ready books and coordinate with tax partners for filing.  

Will this delay my year-end?2025-09-24T19:34:03+00:00

It accelerates year-end; CPAs prefer reconciled, documented files.  

Can you clean sales tax history?2025-09-24T19:33:24+00:00

It accelerates year-end; CPAs prefer reconciled, documented files.  

How many months can you catch up? ( Cloned )2025-09-24T19:33:04+00:00

Yes; compliance support included. U.S. tax filings via partners.  

How do you handle messy AR/AP?2025-09-24T19:32:44+00:00

We clear unapplied items, credits, and aged balances so subledgers match the GL. 

Do you redo past reconciliations?2025-09-24T19:32:19+00:00

We re-perform until statements match and provide workpapers.  

Can you start before I’ve found all my receipts?2025-09-24T19:31:50+00:00

Yes; we begin with bank-feeds and statements, then chase gaps via the Portal.  

How many months can you catch up?2025-09-24T19:30:41+00:00

As many as needed; scope and timeline scale with volume.

Tax Filing Services

Tax

We Prepare your annual income tax returns and regular sales tax filling.

Fractional CFO Services

Fractional CFO

Helping you define and achieve your business goals

Payroll Management Services

Payroll

Our seasoned payrool team guarantees precise and punchtual payroll processing.

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