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.

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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

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

Cloud bookkeeping

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

PBC (Prepared-By-Client)

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

Close timeline

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

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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.

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.

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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

Tech & SaaS
E-commerce & retail
Restaurants & cafés
Wellness clinics (physio, chiro, spa, yoga, med spa)
Mental health (psychologists, counseling)
Professional services (consulting, marketing, legal ops)
Real estate (agents, property holding)
Trades & construction
Health & fitness
Education & training
Logistics & field services
Non-profits & charities
And more (excluding weapons and cannabis).

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

5 / 5

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.