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Bookkeeping Services in Waterloo Kitchener Cambridge2025-10-06T17:11:04+00:00

Bookkeeping Services in Kitchener-Cambridge-Waterloo

Transparent Pricing. Accurate books. On time. Every time.

CPA-level bookkeeping with fixed pricing, fast month-end closes, and a responsive Kitchener-Cambridge-Waterloo-based team — so you can focus on growth, not the CRA. 

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

Meet the Founders

Sophie Dillon, CPA,CA

Co-founder

Orbit Accountants sophie

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 sophie

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.


Are you a charity or non- profit?

Get fund-ready books, grant
reporting, and CRA filings.

What Makes Orbit the Best Accountant for non-profits?

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Quick Answers 

How do I share documents?2025-08-23T17:42:14+00:00

Through the Orbit Portal — secure uploads, requests, and approvals in one place. 

Can you liaise with my year-end CPA?2025-08-23T17:41:40+00:00

Absolutely — we deliver a tidy year-end package and work directly with them. 

Do you handle payroll and remittances?2025-08-23T17:40:59+00:00

Yes — we run payroll and remit source deductions via Wagepoint/Gusto/ADP. 

Is pricing fixed?2025-09-03T16:58:05+00:00

Yes — clear monthly pricing; no hourly surprises. 

Do you work with my tools (Shopify, Stripe, Jane, etc.)?2025-08-23T17:39:49+00:00

Yes — we connect your stack to QBO/Xero + Dext/Hubdoc.

How fast is month-end?2025-08-23T17:38:59+00:00

We target close within 30 days of month-end (often faster). 

Do you support HST in Ontario (13%)?2025-09-03T16:49:04+00:00

Yes — we set up, track, and file HST on time, with clean audit trails.

Why Kitchener Cambridge Waterloo SMBs choose Orbit

Orbit VS Others 

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Orbit Accountants vs. Alternatives 

Vs. Generalist Bookkeepers 

We work exclusively with small and medium-sized businesses and have deep industry workflows baked in from day one.

  • Mapping for HST (Ontario 13%) is standard.
  • Industry-specific integrations (Shopify, Stripe, Jane, Square) are connected and reconciled monthly.
  • KPIs and cash-flow views are included without extra “analysis” fees.

Vs. In-House Single Bookkeepers

We eliminate the risk of a single point of failure.

  • No gaps for vacation, turnover, or sick days.
  • CPA-level oversight every month.
  • Processes, reconciliations, and workpapers live in our secure Orbit Portal — your books don’t walk out the door.

Vs. Audit-First CPA Firms 

We are built for monthly management use, not just year-end compliance. 

  • On-time month-end closes (≤30 days) with clean reconciliations.
  • KPIs and operational insights to guide decision-making year-round.
  • Year-end CPA package is always audit-ready.

Vs. Software-Only Tools

We’re a human service with technology as an enabler. 

  • Orbit Portal for secure uploads, requests, approvals, and status tracking.
  • Every transaction reviewed, reconciled, and classified by experienced bookkeepers.
  • We proactively catch errors and anomalies; software alone can’t. 
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How Orbit Accountants Works with Your Kitchener-Cambridge-Waterloo Business

Get your bookkeeping, income tax prep, and filing handled by experts with the help of integrated tools. Orbit Accountants partners with Toronto’s growing businesses, offering comprehensive bookkeeping services in Toronto and financial solutions tailored to your needs, whether you’re a startup or an established business, ensuring accurate and efficient financial management.

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. 

 

The Orbit Portal – no more document chasing 

Secure uploads & approvals

Real-time request list and statuses 

Due-date reminders and gentle nudges 

One place for month-end close collaboration 

What You Get Each Month

  • P&L, Balance Sheet, Cash Snapshot  
  • KPIs relevant to your industry (e.g., CAC payback for SaaS; revenue per chair/room for clinics; COGS/margin for retail/food) 
  • Compliance: HST tracking & filings, payroll entries & remittances 
  • Orbit Portal: document requests, approvals, status tracking 
  • Manager review with notes on variance and risks 

Industries We Serve in Kitchener-Cambridge-Waterloo

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 Proof Kitchener-Cambridge-Waterloo businesses can trust

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

Kitchener-Cambridge-Waterloo Bookkeeping Services

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Packages & pricing 

Choose a plan that matches your stage. Upgrade anytime as you grow. 

Transparent Plans, no surprises
Custom Solutions for your business

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Frequently Asked Questions

No—Canada-wide coverage with a strong KWC presence.
Yes—register (if needed), track, and file on time with a clean audit trail.
Target ≤20–30 days from month-end (often faster), with clear status in the Orbit Portal.
Fixed monthly pricing with a clear scope—no surprise bills.
Yes—via Wagepoint/Gusto/ADP; we also handle WSIB/EHT where required.
Yes—structured handover; we scope catch-up/cleanup first, then move to steady cadence.
Yes—QBO or Xero plus Dext/Hubdoc; we’ll recommend the best fit for your stack.
Yes—connected, mapped, and reconciled into QBO/Xero monthly.
Yes—tidy PBC workpapers; we can liaise with your CPA directly.
Through the Orbit Portal—uploads, requests/approvals, and status tracking in one place.
Yes—intercompany workflows and consolidated reporting are standard.
Yes—available via our light fractional-CFO add-ons.
Yes—cleanup/catch-up is Phase 1; then we lock a fixed monthly cadence.
Yes—correct POS/tips/gift-card mapping and variance-taming workflows.
Yes—Jane/Square/Helcim flows, revenue per provider/room, and PHI-aware processes.
Tech/SaaS, e-commerce/retail, professional services, clinics, restaurants, trades, real estate, non-profits, and more.
Typically within days after discovery and proposal sign-off.
Yes—monthly or quarterly (Bookkeeping Essentials) based on volume/needs.
Yes—part of payroll support when we run payroll.
Yes—initial setup and ongoing remittances where applicable.
Yes—cash snapshot, gross margin, AR/AP aging, and sector-relevant metrics.
Yes—one lead, backed by a team for coverage and QA.
Full reconciliations, roll-forwards, schedules, and documented workpapers each close.
Yes for bookkeeping; for US tax, we coordinate with partner firms.
Yes—after discovery we quote a flat monthly fee; cleanup is quoted separately if needed.
Yes—channel mapping and matched payouts are part of our monthly close.
Yes—AP/AR aging, exception lists, and optional workflow tools.
We map tax codes and maintain clean audit trails aligned to your sales channels.
Yes—fund/program tracking and location rollups are standard.
P&L, Balance Sheet, cash snapshot, reconciled accounts, KPIs, and action items in the Orbit Portal.
Yes—Dext/Hubdoc configured with least-friction inboxes and rules.
Yes—our PBC is kept audit-ready; we can liaise to reduce back-and-forth.
Yes—budget builds, KPI dashboards, and board-ready packs via CFO add-ons.
We revisit scope proactively and keep the monthly cadence on track.
We’re remote-first; in-person by exception—Portal keeps everything organized.
Book a discovery call → fixed-fee proposal → kickoff & portal onboarding → steady monthly closes.

Behind on Bookkeeping and Taxes?

Service area: Kitchener-Cambridge-Waterloo 

We serve the Tri-Cities and nearby communities: Kitchener (Downtown, Huron Park, Doon), Waterloo (Uptown, Westmount, Laurelwood), Cambridge (Galt, Hespeler, Preston), Breslau, Ayr, St. Jacobs, Elmira, Conestogo, Baden, New Hamburg, Wellesley, Woolwich, Wilmot, North Dumfries, and clients nationwide. Remote-first; reliable, local-aware support.

CatchUpBooking
Tax Filing Services

Tax

We Prepare your annual income tax returns and regular sales tax filing.

Fractional CFO Services

Fractional CFO

Helping you define and achieve your business goals

Payroll Management Services

Payroll

Our seasoned payroll team guarantees precise and punctual payroll processing.

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