Bookkeeping Services in San Francisco, CA — Built for Growing SMBs
Late or messy books make decisions risky. Orbit delivers clean, on-time monthly bookkeeping for San Francisco companies—mapped to your tools, audit-ready every close, and priced as a predictable monthly fee. See your cash, margin, and runway clearly—without chasing documents.
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
Years of Experience
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.
Quick Answers
Market Reality in San Francisco
In a perfect world, you’d get on-time closes, clean workpapers, and fixed fees—every month. If this sounds familiar, we’ll fix the foundations first—then deliver reporting you can rely on.
What San Francisco business owners tell us before switching:
If this sounds familiar, we’ll fix the foundations first, then deliver reporting you can rely on
Why San Francisco companies switch to Orbit
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 |
Orbit vs Alternatives
How Orbit Accountants Works with Your San Francisco Business
Step 01: Discovery call
We learn your model (revenue streams, programs/locations), current stack, and deadlines (sales tax, payroll, board cadence).
Step 02: Tailored proposal (fixed fee)
Clear scope and timelines—cleanup if needed, then monthly cadence.
Step 03: Welcome & kickoff
Orbit Portal access + checklist for prior-year trial balance, bank/credit statements, payroll files, and app connections.
Step 04: 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 05: Catch-up & cleanup (if needed)
We reconcile accounts, fix historical issues, rebuild your chart of accounts, and prepare accurate opening balances.
Step 06: Monthly close
Bank/credit card/loan reconciliations, A/R & A/P aging, payroll entries, accruals, and review—always on schedule.
Step 07: 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 08: 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.
Industries we serve in San Francisco
• Tech & SaaS E-commerce & retail
• Restaurants & cafés
• Wellness & clinics
• Mental health practices
• Professional services
• Real estate & property services
• Construction & trades
• Creative/marketing agencies
• Education & training
• Logistics & field services
• Fitness & studios
• Marketplaces & subscriptions
• Light manufacturing.
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.
Orbit Accountants Client Journey: From Signup to Go Live
Packages & Pricing
Ready to switch your San Francisco bookkeeping?
Book a discovery call. We’ll map your systems, agree on a fixed fee, clean up what’s needed, and deliver reliable monthly reporting.
