Non-profit Bookkeeping: Audit-Ready, Fund-Accounting, Board-Ready
Non-profit monthly books built for restricted and unrestricted funds, grants, funder reporting, and board confidence.
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You’ll get next-steps & pricing guidance
An Expert Bookkeeper you can rely
0 %
Late Filings
<6 hrs
Email Response
100%
Fixed Fee
<10 days
Month End Close
What Makes Orbit the Best Accountant for non-profits?
As a non-profit organization, your focus should be on fulfilling your mission, not managing finances. At Orbit Accountants, we offer specialized bookkeeping for non-profit organizations tailored to non-profits. From tracking donations and expenses to ensuring tax compliance, we handle the financial details, so you can concentrate on making an impact.

Restricted vs. unrestricted funds

Multiple grants and programs

Regular audits

Board-and funder-ready reports
Your books have to do more than “balance” — they need to prove stewardship and inform decisions every month. That’s why we build audit-ready books on a nonprofit chart of accounts
Why Businesses choose Orbit?
Before Orbit
Disconnected spreadsheets make fund and program balances unclear
Restricted and unrestricted net assets get mixed up
Year-end audits turn into a stressful scramble
No true fund or program-level visibility
Cash runway and grant timing are uncertain
Constant email back-and-forth and document chasing
With Orbit
Clean monthly close with proper fund and program tracking
Accurate restricted vs. unrestricted net asset reporting
Audit-ready workpaper package with auditor coordination built in
Board-ready dashboards with clear nonprofit KPIs
Reliable 13-week cash-flow and grant timing forecasts
Centralized portal for documents, approvals, and compliance
Disconnected spreadsheets make fund and program balances unclear
Restricted and unrestricted net assets get mixed up
Year-end audits turn into a stressful scramble
No true fund or program-level visibility
Cash runway and grant timing are uncertain
Constant email back-and-forth and document chasing
With Orbit
-
Clean monthly close with proper fund and program tracking
Accurate restricted vs. unrestricted net asset reporting
Audit-ready workpaper package with auditor coordination built in
Board-ready dashboards with clear nonprofit KPIs
Reliable 13-week cash-flow and grant timing forecasts
Centralized portal for documents, approvals, and compliance
Comprehensive Accounting Solutions
Online Bookkeeping for U.S. Nonprofits
Accurate monthly reporting built for boards, donors, and grantors — not just year-end.
- Fund- and program-based financial statements
- Restricted vs. unrestricted net asset tracking
- Grant budgets vs. actuals reporting
- Donation platform integrations (Donorbox, Stripe, PayPal, etc.)
- Monthly board-ready reporting packages
- Audit-ready reconciliations and supporting schedules
Behind on your books?
Get compliant, fund-ready books fast — even if you’re months or years behind.
- Rapid catch-up for fund accounting and deferred revenue
- Cleanup of donation data, funding streams, and program expenses
- Reconciliation of grants, contributions, and restricted funds
- Alignment with GAAP and nonprofit audit requirements
- Audit-ready workpapers for your accountant or auditor
- Seamless transition into ongoing monthly nonprofit bookkeeping
Accurate, Compliant U.S. Payroll — Done Right
Specialized support for employee, contractor, and program-based payroll across the United States.
- Precise wage, benefit, and stipend allocation by fund or program
- IRS-compliant payroll with W-2 and 1099 support
- Payroll for staff, directors, fellows, and volunteer honorariums
- Automated federal and state tax calculations and remittances
- Support for Gusto, ADP, Paychex, and QuickBooks Payroll
- Audit-ready payroll reports and reconciliations
Nonprofit Tax Filings — Stress-Free Compliance
Clean, compliant filings for boards, funders, and the IRS.
- Form 990 / 990-EZ / 990-N preparation support
- Financial statements aligned with U.S. nonprofit reporting standards
- Year-end reconciliations and auditor-ready schedules
- Donation revenue tracking and audit support
- Sales tax, use tax, and state filings (where applicable)
- Clear documentation for funder and regulatory reviews
Part-Time CFO Expertise — Full Strategic Insight
CFO-level guidance designed for nonprofit growth, accountability, and sustainability.
- Program-level budgeting and annual operating plans
- Cash-flow forecasting and scenario planning
- KPI dashboards (program efficiency, cost ratios, donor metrics)
- Grant financial reporting and application support
- Board-meeting financial summaries and presentations
- Strategic planning for fundraising, reserves, and long-term impact
Flexible Pricing Options
We tailor your package to your stage of growth.
Bookkeeping Starter
Annual Subscription
- Includes:
- Software Costs (Xero & Hubdoc)
- Onboarding Support
- Annual Financial Reconciliationg
- Sales Tax Filing
- Optional Add-ons:
- Annual Business Tax Filing
- Personal Tax Filing
- Suitable if:
- You prefer maintaining your books throughout the year
- You want support from a Professional for annual reconciliations and year end tax filings
Bookkeeping Essential
Annual Subscription
- Includes:
- Software Costs (Xero & Hubdoc)
- Onboarding Support
- Quarterly Bookkeeping & Reconciliation
- Dedicated bookkeeper
- Client portal access
- Email support
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Sales Tax Filing
- Full accrual-based bookkeeping
- Quarterly financial review call
- Suitable if:
- For businesses needing accrual-based accounting and enhanced support.
- You want your accounts to be maintained by an Accountant
- You have less than 20 transactions per month
MostPopular
Bookkeeping Growth
Annual Subscription
- Includes:
- Software Costs (Xero & Hubdoc)
- Onboarding Support
- Monthly Bookkeeping & Reconciliation
- Dedicated bookkeeper
- Client portal access
- Email support
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Fractional CFO Services
- Sales Tax Filing
- Full accrual-based bookkeeping
- Quarterly financial review call
- Suitable if:
- Businesses with higher transaction volumes and custom reporting needs
- You want your accounts to be maintained by an Accountant
- You have less than 50 transactions per month
- You operate in more than one currency
Bookkeeping Pro
Annual Subscription
- Includes:
- Software Costs (Xero / QBO, Hubdoc, etc.)
- Onboarding Support
- Full accrual-based bookkeeping
- Monthly Bookkeeping & Reconciliation
- Sales Tax Filing
- Dedicated bookkeeper
- Client portal access
- Email support
- Quarterly financial review call
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Fractional CFO Services
- Budgeting, forecasting & cash flow management
- Multi-entity & multi-location consolidation
- Advanced KPI tracking & investor-ready reports
- Monthly check-ins with your account manager
- Suitable if:
- Businesses needing customized bookkeeping, CFO insights, and in-depth financial support.
- You want your accounts to be maintained by an Accountant
- You have more than 50 transactions per month
- You require a more Customized Plan
Payroll Plus
Annual Subscription
- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Suitable if:
- You have up to 3 employees
Payroll Advanced Add-on
Annual Subscription
- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Suitable if:
- You have up to 10 employees
Payroll Pro Add-on
Annual Subscription
- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Multi-state payroll tax compliance
- Time-tracking software integration
- Geo-fencing and time tracking tools
- Commission and Gratuity Calculations
- Suitable if:
- You have more than 10 employees
- Businesses with high employee headcount & multi-location operations
- Businesses with multi-state employees, complex payroll structures, or multiple pay schedules
Sales Tax Filing Add-On
$95 /mo
- Includes:
- Sales tax nexus review support
- State and local registration guidance
- Monthly or quarterly or Annually sales tax filings
- Reconciliation of sales tax liabilities
- Support for notices and queries
- Suitable if:
- Collecting sales tax across states
- Run an online or multi-location business
- Need guaranteed on-time sales filings
- Want experts handling sales tax
Full accrual-based bookkeeping Add-on
$95 /mo
- Includes:
- Accrual adjustments for revenue recognition
- Accrual entries for expenses payable
- Accounts receivable and payable tracking
- Deferred revenue and prepayment schedules
- Monthly review of accrual balances
- Suitable if:
- Require accrual-basis financial statements
- Have invoices or bills crossing periods
- Need clearer profitability by customer
- Scaling and preparing for external investors
Business Tax Add-on
$1995 /annually
- Includes:
- Annual corporate tax return preparation (Form 1120, 1120-S, or 1065)
- Federal & state compliance for tax filings
- Basic tax record review
- Dedicated support for document submission & queries
- Suitable if:
- Any organization needing corporate tax preparation and compliance support, regardless of complexity.
Bookkeeping Starter
Annual Subscription
- Includes:
- Software Costs (Xero & Hubdoc)
- Onboarding Support
- Annual Financial Reconciliationg
- Sales Tax Filing
- Optional Add-ons:
- Annual Business Tax Filing
- Personal Tax Filing
- Suitable if:
- You prefer maintaining your books throughout the year
- You want support from a Professional for annual reconciliations and year end tax filings
Bookkeeping Essential
Annual Subscription
- Includes:
- Software Costs (Xero / QBO, Hubdoc)
- Onboarding Support
- Quarterly Bookkeeping & Reconciliation
- Dedicated bookkeeper
- Client portal access
- Email support
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Sales Tax Filing
- Full accrual-based bookkeeping
- Quarterly financial review call
- Suitable if:
- For businesses needing accrual-based accounting and enhanced support.
- You want your accounts to be maintained by an Accountant
- You have less than 20 transactions per month
Most Popular
Bookkeeping Growth
Annual Subscription
- Includes:
- Software Costs (Xero / QBO, Hubdoc)
- Onboarding Support
- Monthly Bookkeeping & Reconciliation
- Dedicated bookkeeper
- Client portal access
- Email support
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Fractional CFO Services
- Sales Tax Filing
- Full accrual-based bookkeeping
- Quarterly financial review call
- Suitable if:
- Businesses with higher transaction volumes and custom reporting needs
- You want your accounts to be maintained by an Accountant
- You have less than 50 transactions per month
- You operate in more than one currency
Bookkeeping Pro
Annual Subscription
- Includes:
- Software Costs (Xero / QBO, Hubdoc)
- Onboarding Support
- Full accrual-based bookkeeping
- Monthly Bookkeeping & Reconciliation
- Sales Tax Filing
- Dedicated bookkeeper
- Client portal access
- Email support
- Quarterly financial review call
- Optional Add-ons:
- Annual Business Tax Filing
- Payroll Management
- Fractional CFO Services
- Budgeting, forecasting & cash flow management
- Multi-entity & multi-location consolidation
- Advanced KPI tracking & investor-ready reports
- Monthly check-ins with your account manager
- Suitable if:
- Businesses needing customized bookkeeping, CFO insights, and in-depth financial support.
- You want your accounts to be maintained by an Accountant
- You have more than 50 transactions per month
- You require a more Customized Plan
Payroll Basic
Annual Subscription
- Includes:
- Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- State & federal payroll tax filings
- Records of Employment
- Year-end W-2 and 1099 preparation
- Suitable if:
- You have 1 employee
Payroll Plus
Annual Subscription
- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Suitable if:
- You have up to 3 employees
Payroll Advanced
Annual Subscription
- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Suitable if:
- You have up to 10 employees
Payroll Pro
Annual Subscription- Includes:
- All Software Costs (Gusto)
- Payroll Software Setup
- Bi-weekly, or monthly direct deposit & payroll tax calculations
- Payroll processing for W-2 employees & 1099 contractors
- Records of Employment
- State & federal payroll tax filings
- Year-end W-2 and 1099 preparation
- Multi-state payroll tax compliance
- Time-tracking software integration
- Geo-fencing and time tracking tools
- Commission and Gratuity Calculations
- Suitable if:
- You have more than 10 employees
- Businesses with high employee headcount & multi-location operations
- Businesses with multi-state employees, complex payroll structures, or multiple pay schedules
Sales Tax Filing Add-On
- Includes:
- Sales tax nexus review support
- State and local registration guidance
- Monthly or quarterly or Annually sales tax filings
- Reconciliation of sales tax liabilities
- Support for notices and queries
- Suitable if:
- Collecting sales tax across states
- Run an online or multi-location business
- Need guaranteed on-time sales filings
- Want experts handling sales tax
Full accrual-based bookkeeping Add-on
- Includes:
- Accrual adjustments for revenue recognition
- Accrual entries for expenses payable
- Accounts receivable and payable tracking
- Deferred revenue and prepayment schedules
- Monthly review of accrual balances
- Suitable if:
- Require accrual-basis financial statements
- Have invoices or bills crossing periods
- Need clearer profitability by customer
- Scaling and preparing for external investors
Business Tax Add-on
- Includes:
- Annual corporate tax return preparation (Form 1120, 1120-S, or 1065)
- Federal & state compliance for tax filings
- Basic tax record review
- Dedicated support for document submission & queries
- Suitable if:
- Any organization needing corporate tax preparation and compliance support, regardless of complexity.
Key Definitions
A structure that tracks activity by fund/program to ensure restrictions and reporting obligations are met.
Restricted funds must be spent per donor/grant terms; we track releases into unrestricted when conditions are met.
Orbit vs Alternatives
Vs. generalist bookkeepers
We implement nonprofit fund structures, grant reporting, and functional expense allocations by default—no year-end retrofit.
Vs. in-house
volunteers
We bring controls, continuity, and audit readiness so leadership isn’t rebuilding workflows each year.
Vs. audit-first
firms
We deliver management-grade monthly books and operational insight; audits proceed faster because the PBC is always ready.
Vs. software-only
tools
We’re a service with a portal—request/approval flows, reconciliations, and human judgment behind the numbers.
Quick Answers
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.
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 saves me hours every quarter, allowing me to focus on scaling my business instead of juggling spreadsheets.







