Ottawa Fractional CFO Services Strategic finance—built on clean, on-time monthly books.
When leadership decisions hinge on “what’s in the bank” and “what happens if…”, you need more than bookkeeping. Orbit pairs an on-time monthly close with fractional CFO services—planning, financial projections, cash-flow, KPI visibility—so Ottawa owners make informed decisions without hiring a full time CFO.
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
Month End Close
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 Needs a Fractional CFO?
Why Ottawa companies choose Orbit
Our process rhythm
- Monthly: Close on time, CFO review, action list
- Quarterly: Strategy checkpoint & scenario refresh
- Ad-hoc: Lender/board prep, hiring/pricing evaluations, funding decisions
How it works
1. Discovery call
We start with a discovery call to learn your business model, entities, reporting needs, and existing finance stack.
2. Tailored Proposal
You’ll get a clear, fixed-fee proposal with scope and timelines. If cleanup is needed, we include that upfront so there are no surprises.
3. Close Discipline Setup
In the first month we establish the monthly close rhythm—cut-off policies, reconciliations, coding standards, and system integrations.
4. KPI & Model Setup
We define your KPIs, targets, and financial models. Dashboards and reports are aligned to your growth goals and strategic plans.
5. CFO Cadence
We roll into the recurring rhythm: monthly reviews, ad-hoc decision support, and quarterly deep dives into financial performance and strategy.
6. Year-End & Beyond
Every month’s work is audit-ready. At year-end we assemble a clean package for your CPA and continue scaling your finance function as your business grows
What you get at completion
- Financials: P&L, Balance Sheet, Cash Snapshot—on time.
- Workpapers: Reconciliations, roll-forwards, exception list.
- CFO pack: KPIs, variance notes, risks/opportunities, next-month actions.
- Portal trail: Requests, approvals, statuses in the Orbit Portal
The Orbit Portal – no more document chasing
Industries We Serve
- 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.
Packages & pricing
Choose a plan that matches your stage. Upgrade anytime as you grow.
Recommended Blogs
How to Look for a Bookkeeper in Canada
Running a business in Canada means wearing many hats — [...]
Why Up-to-Date Bookkeeping Matters for Canadian Small Businesses
Table of Contents Introduction: Why “Up-to-Date” Isn’t Optional [...]
Behind on Your Bookkeeping? Here’s How to Catch Up Fast
Table of Contents Why Small Business Owners Fall [...]
