Cloud bookkeeping that actually closes on time

Dedicated Specialists, CPA-level rigor, and an easy-to-use Orbit Portal. See cash and margins clearly. Hand your CPA a tidy year-end package.

API Integrations for Bookkeeping services

An Accounting Firm you can rely on!

0 %

Late Filings

<6 hours

Email Response

100%

Fixed Fee

<10 days

Month End Close

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Real-Time Financial Access, Anywhere

Enterprise-Grade Security & Protection

Seamless Automation

Dedicated Expert Support

Integrated Cloud Solutions

Custom Dashboards for Smarter Insights

Quick Answers

Yes — registration (if needed), tracking, and on-time filings with clean audit trails.
We target a close within 30 days of month-end (often faster).
QuickBooks Online or Xero + Dext/Hubdoc, plus your stack (Shopify, Stripe, Jane, Square, PayPal, Plooto, etc.).
No — fixed monthly pricing with a clear scope.
Yes — via Wagepoint, Gusto, or ADP, with source-deduction remittances.
Absolutely — tidy PBC workpapers and direct collaboration.
Through the Orbit Portal — secure uploads, request/approval workflows, and status tracking.

Definitions  

secure Cloud bookkeeping

Monthly bookkeeping delivered through integrated cloud apps (QBO/Xero, Dext/Hubdoc, payroll, commerce/payments) with documented reconciliations and workpapers.

secure PBC (Prepared-By-Client)

Year-end workpapers (reconciliations, roll-forwards, schedules) packaged for your CPA.

secure Close timeline
Target ≤ 30 days from month-end; faster with clean feeds and timely document responses.

How to choose cloud bookkeeping

Cloud bookkeeping isn’t “putting files online.” It’s about faster, cleaner closes, automation across your tools, and audit-ready continuity—so leaders can decide with confidence.

Other Selections

  • Generalist bookkeepers: Familiar and often low cost, but closes slip, integrations are shallow, documentation is light.
  • In-house solo bookkeeper: Proximity and context, but single point of failure (vacation/turnover), slower closes, coverage gaps.
  • Audit-first firms: Strong compliance, but management reporting isn’t their focus; slower cycles, higher costs.
  • Software-only tools: Automation and dashboards, but no judgment calls, limited reconciliations, and you still chase documents.

In a perfect world, you’d get…

  • On-time monthly close with reconciliations, roll-forwards, and workpapers—every month.
  • An integrated stack (QBO/Xero + Dext/Hubdoc + Shopify/Stripe/Jane/Square/etc.) with clean mappings.
  • Real-time visibility into cash, margins, taxes, and KPIs by program, location, or channel.
  • Audit-ready continuity—tidy PBC for your CPA; fewer year-end surprises.
  • Fixed pricing and clear SLAs so you can budget confidently.

Meet Orbit: cloud-first bookkeeping, CPA-level rigor 

We deliver monthly bookkeeping (monthly or quarterly packages), light fractional CFO (cash-flow forecasts, budgets, KPI dashboards), and year-end CPA coordination. Canada-wide service. 

 

What makes Orbit different

On-time close

We target ≤ 30 days from month-end with status tracking in the Orbit Portal. 

Clean audit trails

 Reconciliations, roll-forwards, schedules, and documented policies. 

Seamless integrations

 QBO/Xero + Dext/Hubdoc + Shopify, Stripe, Jane, Square, PayPal, Plooto—and more.

Industry fluency

Tech/SaaS, e-commerce & retail, restaurants & cafés, wellness & clinics, mental health, professional services, real estate, trades & construction, health & fitness, education & training, logistics & field services, non-profits & charities, and more (excluding weapons and cannabis). 

Fixed pricing

Predictable monthly fees and clear scope. No surprise bills. 

 

Common questions & concerns

Switching sounds painful

We scope cleanup, migrate data, and run parallel where helpful. You’ll have a clear timeline.

Will our tools work?

We integrate your existing stack or recommend the lightest-lift changes for clean data.

Is our data secure?

Bank-grade security, least-privilege access, and documented controls in the Orbit Portal.

What if we’re quarterly now?

We support monthly or quarterly plans; we’ll guide the right cadence.

How predictable are costs?

Fixed monthly fees with a clear scope; we flag out-of-scope items up front.

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How it works

1. Discovery call 

You share your model, systems, and priorities. We align on scope and SLAs.

2. Ecosystem setup

QBO/Xero + Dext/Hubdoc; map sales channels, payment processors, and apps (Shopify, Stripe, Jane, Square, PayPal, Plooto, etc.).

3. Chart & mappings

We rebuild/refine your chart of accounts, classes/programs, locations, taxes, and bank rules.

4. Catch-up/cleanup

Reconcile historicals, fix coding, import opening balances, and document workflows.

5. Monthly close & KPIs

 On-time financials (P&L, balance sheet, cash), plus KPIs by program/channel/location. 

6. CPA & year-end

Tidy PBC package; we liaise with your year-end CPA directly.

7. Orbit Portal

Secure uploads, request/approval flows, status tracking, and self-serve previews. 

Why Orbit vs. alternatives 

Common Issues Orbit Alternatives
Monthly close discipline ≤ 30 days and workpapers every month Closes vary; limited documentation
Clean reconciliations & roll-forwards Standard practice; audit-ready continuity Partial/ad-hoc; hard year-end
Systems integration Mapped and monitored across your stack Manual exports; drift over time
Real-time visibility Live feeds and channel KPIs Lagging reports; limited drill-downs
Year-end collaboration PBC package; direct liaison with your CPA Scramble at year-end; higher CPA hours
Coverage & continuity Team coverage; documented processes Single point of failure
Pricing & scope Fixed monthly fees; clear scope Hourly drift; scope creep
Support model Dedicated pod + portal; request/approval workflows Email chains; chasing docs

Industries we serve

Read More

Proof it works

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!

Melanie Grauds

Founder, MELROSE Training

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.

Jaideep Shergill

Founding Partner, Pitchfork Partners

See cloud bookkeeping in action

Book a discovery call to see your stack mapped, your month-end timeline, and the Orbit Portal workflow. Prefer to review numbers first?  

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