An Accounting Firm you can rely on!
0 %
Late Filings
<6 hours
Email Response
100%
Fixed Fee
<10 days
Month End Close
Meet the Founders

Sophie Dillon, CPA,CA
Co-founder
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 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.
What Makes Orbit the Best Accountant for non-profits?
As a non-profit organization, your focus should be on fulfilling your mission, not managing finances. At Orbit Accountants, we offer specialized bookkeeping for non-profit organizations tailored to non-profits. From tracking donations and expenses to ensuring tax compliance, we handle the financial details, so you can concentrate on making an impact.
Quick Answers
Why Calgary SMBs choose Orbit
Orbit VS Others
Need | Orbit | Others |
Timely month-end | Close within ~30 days, with KPIs and commentary | Variable; often slips to 45–60+ days |
Accuracy & audit-readiness | Full reconciliations, roll-forwards, HST/PST workpapers, PBC pack | Basic GL entries; limited documentation |
Pricing model | Fixed monthly fees; no surprise hours | Hourly; scope creep and bill-shock |
Industry context | Sector-specific charts of accounts & KPIs | Generic bookkeeping, little domain nuance |
Advisory (light CFO) | Cash-flow forecasts, budget vs. actuals, KPI dashboards | Minimal analytics; bookkeeping only |
Portal & comms | Orbit Portal for uploads, approvals, request tracking | Email threads & spreadsheets |
Tooling | QBO/Xero + Dext/Hubdoc; Shopify/Stripe/Jane integrations | Limited integrations or manual imports |
Payroll & remittances | Wagepoint/Gusto/ADP setup + on-time remittances | Manual processes, risk of penalties |
Year-end handoff | Tidy CPA handoff; we liaise with your tax accountant | Client manages back-and-forth |
Scalability | Packages that grow with you (add locations/programs) | Rebuilds needed as complexity increases |

How Orbit Works with Your Calgary Business
1. Kickoff chat
30–45 min to learn your model and deadlines (GST, payroll, board); note WCB-Alberta.
2. Scope & price (fixed fee)
Scope, deliverables, timelines; quote cleanup first, then fixed monthly cadence.
3. Portal onboard
Orbit Portal + short checklist: prior-year TB, bank/CC/loan statements, payroll reports, app invites.
4. Connect your stack
QBO/Xero + Dext/Hubdoc; connect Shopify/Stripe, Jobber/ServiceM8, Clio, Jane/Square; map GST (no PST/RST), payroll GLs; set bank feeds.
5. Clean the books
Reconcile, fix coding, rebuild industry COA, de-dupe contacts, set opening balances, correct GST mapping.
6. Close in ≤30 days
Bank/CC/loan recs, AR/AP review, payroll entries, accruals/deferrals, HST (5%) tracking & filing; QA before publish.
7. KPIs & insights
P&L, Balance Sheet, Cash + KPIs (runway, margin, AR/AP; job profit/MRR-ARR/utilization). We flag exceptions & next actions.
8. Year-end ready
Clean PBC workpapers; liaise with your CPA/auditor; optional light CFO (budgets/forecasting).
The Orbit Portal – no more document chasing
What You Get Each Month
Every Calgary client gets a consistent package—delivered on time, with no surprises:
- P&L, Balance Sheet & Cash snapshot — accurate, reconciled, management-grade.
- Bank, credit card & loan reconciliations — every account tied out, exceptions flagged.
- AR & AP aging — who owes you, who you owe, with overdue balances highlighted.
- Payroll & remittances check — entries reconciled to CRA remittances; WCB-Alberta noted where applicable.
- GST (5%) tracking & filing — returns prepared with supporting workpapers (Alberta has no PST/RST).
- KPIs dashboard — cash runway, gross margin, AR/AP trends, plus job profitability (trades) or project/program metrics as needed.
- Exceptions list — short, plain-English notes of what needs your review.
- Orbit Portal delivery — reports, workpapers, and action items in one secure place.
You see exactly where the month stands, within ≤30 days—no guesswork, no messy year-end surprises.
Industries we serve in Calgary
- Technology & SaaS (subscriptions, deferred revenue, Stripe, Chargebee)
- Non-profits & charities (funds/programs, grants, CRA filings)
- Health, wellness & clinics (physio, chiro, dental, med-spa; Jane/Helcim)
- Mental health practices (psychologists, therapists; PHI/PHIPA workflows)
- Restaurants, cafés & food service (POS, tips, delivery apps, COGS)
- Retail & e-commerce (Shopify/Amazon/Square; inventory & sales tax)
- Professional services (consulting, agencies, legal, architecture, engineering)
- Real estate (realtors, brokerages, property management, T4A/RECO norms)
- Trades & construction (job costing, progress billing, WIP)
- Manufacturing & wholesale (inventory, landed costs, multi-location)
- Logistics & distribution (3PL flows, fuel surcharges, FX)
- Education & training (private schools, tutoring, course platforms)
- Fitness & studios (gyms, yoga, pilates; membership revenue)
- Beauty & personal care (salons, spas; packages, gift cards)
- Media, creators & agencies (retainers vs. projects, royalties)
- Crypto & Web3 (wallets, exchanges, gain/loss tracking)
- Healthcare practitioners (MD clinics, allied health, billings)
- Tourism & events (seasonality, deposits, deferrals)
- Agriculture & food production (seasonal costs, inventory)
- Automotive services (parts & labour, work orders)
- IT services & MSPs (recurring MRR, prepaid support)
Proof Calgary businesses can trust
Packages & pricing
Choose a plan that matches your stage. Upgrade anytime as you grow.