Orbit Partnership Program
Orbit Partnership Program A strategic referral program for firms looking to expand their reach and connect clients with a trusted bookkeeping partner
Orbit works with firms who want a reliable place to refer clients needing bookkeeping and financial operations support.
In return, partners gain access to Orbit’s ecosystem, visibility in relevant contexts, and a structured relationship that supports long-term collaboration
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.
Who Is This Opportunity For
This program is for firms that want a trusted partner to refer bookkeeping work to—while expanding their market presence and strengthening their service offering:
- Chartered Professional Accounting (CPA) firms not looking to build or scale bookkeeping internally
- Bookkeeping, tax, payroll, and consulting practices that want dependable support for clients who outgrow their internal capacity
- Fractional CXO firms that require a high-quality operational bookkeeping solution for their clients
- Regional firms that want national-level coverage without expanding offices
- Niche firms and agencies that have access to sector-specific clients and want a dependable partner to support those referrals. Your Content Goes Here
What Potential Partners Usually Ask
Why Firms Chose Orbit?
When you refer clients to Orbit, you want confidence in their experience. Orbit provides:
Partnership Models
- Standard Referral Partnerships
For firms that regularly encounter clients needing bookkeeping support. Partners receive a clear referral process, dedicated Orbit contact, and structured follow-through for every introduction. - Industry-Specific Partnerships
Designed for firms with influence or reach in particular industries. Orbit may acknowledge these partners in relevant sector conversations, materials, or referral pathways where appropriate. - Strategic Referral Collaboration
Ideal for associations, networks, or tech companies with broader member or user bases. Orbit provides structured intake processes, education, and a streamlined pathway for referrals originating from these groups.
How the Partnership Works
1. Introduction
We learn about your firm’s strengths, industries, goals, and the types of clients you typically encounter who may need Orbit-level bookkeeping support.
2. Alignment
We assess compatibility and confirm which referral model suits your firm’s role, reach, and objectives.
3. Partnership Agreement
We define expectations, referral pathways, communication standards, and role boundaries—clear, transparent, and professional.
4. Enablement & Visibility Setup
Your team receives a referral process, access points, and (where appropriate) contextual partner visibility across relevant channels.
5. Collaboration & Growth
We learn about your firm’s strengths, industries, goals, and the types of clients you typically encounter who may need Orbit-level bookkeeping support.
