The Client Partner Group
One team for the full client journey
Our accounting team handles the numbers. The Client Partner Group handles everything around them. Every business that works with Orbit always knows who to talk to and what comes next.
The Client Partner Group
Owners of the Client Relationship
Our accounting team handles the numbers. The Client Partner Group handles everything around them, from first conversation to long-term partner.
- Welcomes prospective clients
- Runs smooth onboarding
- Manages signed accounts
- Resolves client queries
- Handles clean offboarding
- Single point of contact
Everything Around the Work
Four responsibilities that keep the client experience simple. The bookkeeping, tax, and payroll teams stay focused on service delivery.
Welcome New Business
Meeting prospective clients, learning what they need, and showing how Orbit can help. Client development done with care, not pressure.
Onboarding Done Right
A smooth, fully digital onboarding so new clients feel confident from day one. Clear steps, clear expectations, no guessing.
Manage and Maintain
The day-to-day owner of the relationship. Keeping signed clients informed, organized, and supported while the books stay accurate.
Support and Resolve
Handling questions and requests through clear support channels. When clients need an answer, they get one.
How a Relationship Moves through Orbit
First Contact
A prospective client reaches out. The group listens, scopes the need, and sets expectations.
Onboarding
A guided, fully digital setup. Documents, access, and the Orbit Portal, ready to go.
Ongoing Management
Month after month, the group keeps the relationship steady and informed.
Support
Questions and requests are answered through clear support channels.
The People Behind Your Relationship
Four partners across the client journey, each with a clear area of ownership.
Caitlin Larochelle
Caitlin manages the full sales cycle, from first conversation to signed client. She owns a pipeline of inbound and warm leads, runs discovery calls, and builds tailored proposals.
Her style is consultative: understand the need, find the real pain point, and offer a solution that fits. A background in hospitality and real estate sales gives her strong communication and a calm hand under pressure.
Carson McDougall
Carson drives Orbit's growth through sales and relationship development. She finds new business, connects with potential clients, and matches them to the right accounting solution.
With a degree in Professional Communications, he is clear, warm, and easy to work with. Carson focuses on building trust so clients feel confident and supported from the first call.
Rowena Li
Rowena is a client success and account management professional who guides clients through every stage, from onboarding to renewal, with tailored solutions and attentive service.
She works at the intersection of strategy and collaboration, building clear account plans and partnering across teams. Her client-first mindset keeps the experience smooth and reliable.