Accounting firm of the year
0 %
Late Filings
<6 hrs
Email Response
100%
Fixed Fee
<10 days
Month End Close
Quick Answers
Why Orbit
Comprehensive Accounting Solutions
Complete accounting support under one roof – accurate books, on-time filings, and proactive financial guidance.
Online bookkeeping services for US small & mid-sized businesses.
Get accurate monthly financials and proactive support from a dedicated team so you can make decisions with confidence.
- Monthly Income Statement & Balance Sheet with clear expense breakdowns
- Timely, reliable reports and real-time visibility into profit & loss
- Dedicated team for document gathering & transaction clarifications
- Quarterly check-ins to review changes, growth, and keep you on track
- Year-end package tailored for your CPA/tax preparer to make federal and state tax filing straightforward
Behind on your books?
We bring prior periods up to date—fast—so you’re tax-ready and compliant with IRS and state requirements.
- Fast turnaround with a tailored catch-up plan
- Interest-free payment plans (up to 12 months) to make it easier to get current
- Post–catch-up tax filing support and IRS/state-ready records
- Clean reconciliations to minimize penalties & interest
- Smooth transition to effortless ongoing bookkeeping
- Smooth transition to effortless ongoing bookkeeping
Accurate, compliant payroll services in the US — handled by specialists so every cycle runs on time.
- Precise wages, deductions & benefits with full IRS and state compliance
- Cloud-based processing with employee self-service portals
- Automated federal/state tax calculations; direct deposit
- Integrations with Gusto, ADP, QuickBooks, and Xero
- W-2s, 1099s, and state payroll filings prepared and filed on time
- Support for payroll tax audits and IRS/state reviews
Tax Compliance Services (Corporate Tax Filing)
Corporate tax filing without the stress. We prepare and e-file accurate returns and help you plan to reduce your overall tax burden.
- Preparation and e-filing of federal (IRS Form 1120/1120-S) and state corporate income tax returns
- Full compliance with IRS and state deadlines
- Strategic tax planning to maximize deductions, credits, and deferrals
- IRS and state representation when issues arise (notices, audits, reviews)
- Clear problem → solution → outcome approach for every engagement
Part-time CFO expertise for planning, cash management, and investor-ready insights—without the full-time cost.
- FP&A: budgets, forecasts, scenario planning & variance analysis
- Cash flow forecasting and working capital optimization
- KPI tracking & dashboards for measurable performance
- Financial models & valuations to guide strategic decisions
- Fundraising support: pitch decks, investor materials, and financial narrative
How Orbit Accountants Works with Your Business
Step 1: Discovery call
We learn your model (revenue streams, programs/locations), current stack, and deadlines (sales tax, payroll, board cadence).
Step 2: Tailored proposal (fixed fee)
Clear scope and timelines—cleanup if needed, then monthly cadence.
Step 3: Welcome & kickoff
Orbit Portal access + checklist for prior-year trial balance, bank/credit statements, payroll files, and app connections.
Step 4: System setup & mapping
QuickBooks Online or Xero + Dext/Hubdoc. We connect Shopify/Stripe/Square/Jane/POS apps, map payroll GLs, sales tax codes, and bank feeds.
Step 5: Catch-up & cleanup (if needed)
We reconcile accounts, fix historical issues, rebuild your chart of accounts, and prepare accurate opening balances.
Step 6: Monthly close
Bank/credit card/loan reconciliations, A/R & A/P aging, payroll entries, accruals, and review—always on schedule.
Step 7: On-time reporting & insights
P&L, Balance Sheet, Cash Snapshot, plus KPIs (gross margin, cash runway, revenue by channel/program). Risks and opportunities flagged.
Step 8: Year-end & beyond
We assemble a clean year-end package and collaborate with your CPA for taxes. Need more? Add light CFO support for cash flow forecasts, budgets, and dashboards.
What you get each month
- P&L, Balance Sheet, Cash snapshot
- Reconciled accounts + exception list
- KPIs (cash, margin, AR/AP)
- GST/Sales tax tracking & filings
- Payroll entries/remittances
- Manager notes on variance/risks—delivered in the Orbit Portal.
Orbit vs others
|
Need |
Orbit |
Others |
| Timely month-end | Close within ≤30 days, with KPIs and commentary | Variable; often slips to 45–60+ days |
| Accuracy & audit-readiness | Full reconciliations, roll-forwards, sales tax workpapers, PBC pack | Basic GL entries; limited documentation |
| Pricing model | Fixed monthly fees; no surprise hours | Hourly; scope creep and bill-shock |
| Industry context | Sector-specific charts of accounts & KPIs | Generic bookkeeping, little domain nuance |
| Advisory (light CFO) | Cash-flow forecasts, budget vs. actuals, KPI dashboards | Minimal analytics; bookkeeping only |
| Portal & comms | Orbit Portal for uploads, approvals, request tracking | Email threads & spreadsheets |
| Tooling | QBO/Xero + Dext/Hubdoc; Shopify/Stripe/Square/Jane integrations | Limited integrations or manual imports |
| Payroll & remittances | Gusto/ADP setup + on-time payroll runs and filings (W-2/1099) | Manual processes, risk of penalties |
| Year-end handoff | Tidy CPA package; we liaise with your tax accountant | Client manages back-and-forth |
| Scalability | Packages that grow with you (add locations/programs) | Rebuilds needed as complexity increases |
Industries we serve in US
• Technology & SaaS (subscriptions, deferred revenue, Stripe, Chargebee)
• Non-profits & charities (funds/programs, grants)
• Health, wellness & clinics (physio, chiro, dental, med-spa; Jane/Helcim)
• Mental health practices (psychologists, therapists)
• Restaurants, cafés & food service (POS, tips, delivery apps, COGS)
• Retail & e-commerce (Shopify/Amazon/Square; inventory & sales tax)
• Professional services (consulting, agencies, legal, architecture, engineering)
• Real estate (realtors, brokerages, property management)
• Trades & construction (job costing, progress billing, WIP)
• Manufacturing & wholesale (inventory, landed costs, multi-location)
• Logistics & distribution (3PL flows, fuel surcharges, FX)
• Education & training (private schools, tutoring, course platforms)
• Fitness & studios (gyms, yoga, pilates; membership revenue)
• Beauty & personal care (salons, spas; packages, gift cards)
• Media, creators & agencies (retainers vs. projects, royalties)
• Crypto & Web3 (wallets, exchanges, gain/loss tracking)
• Healthcare practitioners (MD clinics, allied health, billings)
• Tourism & events (seasonality, deposits, deferrals)
• Agriculture & food production (seasonal costs, inventory)
• Automotive services (parts & labour, work orders)
• IT services & MSPs (recurring MRR, prepaid support)
Meet the Founders
Sophie Dillon, CPA,CA
Co-founder
Orbit Accountants 
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 Matalia
Co-founder
Orbit Accountants
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.
Join Businesses Across the US Who Trust Orbit
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!
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.
Orbit Accountants has exceeded my expectations in every way. Their team is incredibly knowledgeable, always prompt in their responses, and meticulous with our accounts.
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.
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.
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.
Orbit saves me hours every quarter, allowing me to focus on scaling my business instead of juggling spreadsheets.
Ready to switch your bookkeeping?”
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