Cloud Bookkeeping That Actually
Closes on Time
Dedicated specialists, CPA-level rigor, and an easy-to-use Orbit Portal.
See cash and margins clearly, and hand your CPA a tidy year-end package.
Modern cloud bookkeeping, done right. Book a free consultation today!
Real-Time Financial Access, Anywhere
Enterprise-Grade Security & Protection
Seamless Automation
Dedicated Expert Support
Integrated Cloud Solutions
Custom Dashboards for Smarter Insights
Quick 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 so audits and reviews go smoothly.
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.
Generalist bookkeepers
Closes slip, integrations are shallow, documentation is light.
On-time monthly close
Reconciliations, roll-forwards and workpapers - every month, on a fixed cadence.
In-house solo bookkeeper
Single point of failure (vacation/turnover), slower closes, coverage gaps.
Team coverage & continuity
A pod of specialists with documented processes - your books never stall.
Audit-first firms
Strong compliance, but management reporting isn't their focus; slower cycles, higher costs.
Audit-ready continuity
Tidy PBC for your CPA and KPIs by program / channel / location, every month.
Software-only tools
Automation and dashboards, but no judgment calls and you still chase documents.
Integrated stack + experts
QBO/Xero, Dext/Hubdoc and your commerce apps mapped cleanly - humans in the loop.
Plus fixed pricing and clear SLAs so you can budget confidently - no hourly drift, no scope creep.
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.
Switching sounds painful?
We scope cleanup, migrate data, and run parallel where helpful - with a clear timeline and a dedicated team for the heavy lifting.
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.
Ready to scale?
How Orbit Bookkeeping Works
A streamlined, professional onboarding experience designed to get your finances back on track-fast and hassle-free.
1. Discovery Call
We learn your model (revenue streams, programs/locations), current stack, and deadlines (HST, payroll, board cadence).
2. Tailored Proposal (Fixed Fee)
Clear scope and timelines - cleanup if needed, then monthly cadence.
3. Welcome & Kickoff
Orbit Portal access + checklist for prior-year TB, bank/credit statements, payroll files, and app connections.
4. System Setup & Mapping
QBO or Xero + Dext/Hubdoc. We connect Shopify/Stripe /Jane/Square/etc., map HST codes, payroll GLs, and bank feeds.
5. Catch-Up & Cleanup (If Needed)
We reconcile accounts, fix historical issues, rebuild chart of accounts for your industry, and prepare opening balances.
6. Monthly Close
Bank/CC/loan reconciliations, A/R & A/P aging, HST tracking, payroll entries, accruals, and review.
7. On-Time Reporting & Insights
P&L, Balance Sheet, Cash Snapshot, plus KPIs (gross margin, cash runway, revenue by channel/program). We flag risks & opportunities.
8. Year-End & Beyond
We assemble a clean year-end package and collaborate with your CPA for taxes. Need more? Add fractional-CFO support as you scale.
Why Orbit vs. alternatives
| Common issue | With Orbit | Alternatives |
|---|---|---|
Item 01Monthly close discipline | ≤ 30 days and workpapers every month | Closes vary; limited documentation |
Item 02Clean reconciliations & roll-forwards | Standard practice; audit-ready continuity | Partial/ad-hoc; hard year-end |
Item 03Systems integration | Mapped and monitored across your stack | Manual exports; drift over time |
Item 04Real-time visibility | Live feeds and channel KPIs | Lagging reports; limited drill-downs |
Item 05Year-end collaboration | PBC package; direct liaison with your CPA | Scramble at year-end; higher CPA hours |
Item 06Coverage & continuity | Team coverage; documented processes | Single point of failure |
Item 07Pricing & scope | Fixed monthly fees; clear scope | Hourly drift; scope creep |
Item 08Support model | Dedicated pod + portal; request/approval flows | Email chains; chasing docs |
Industries we serve
Canada-wide cloud bookkeeping with deep fluency in the sectors below (excluding weapons and cannabis).
See cloud bookkeeping in action
Get Back on Track—Fast and Hassle-Free
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growth organizations
"I've been working with Orbit since the beginning of 2026 and couldn't be happier. They are professional, detail-oriented, responsive, and always timely. As the owner of a one-person corporation, I greatly appreciate having such a reliable accounting team in my corner. Highly recommended!"
Maja Djikic
Consultant
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Everything your finance function needs, under one trusted partner
From clean books to strategic CFO guidance, Orbit Accountants delivers the full back-office stack for Canadian small and medium-sized businesses. Fixed monthly pricing, on-time month-end, and a dedicated team that actually knows your business.
Bookkeeping & Reconciliations
Maintain pristine monthly financial records with expert categorization and bank reconciliations, so every dollar is accounted for, always.
"Our books went from a mess to perfect within 2 weeks."