Orbit Partnership
Program
A strategic referral program for firms looking to expand their reach and connect clients with a trusted bookkeeping partner.
Orbit works with firms who want a reliable place to refer clients needing bookkeeping and financial operations support.
In return, partners gain access to Orbit's ecosystem, visibility in relevant contexts, and a structured relationship that supports long-term collaboration.
Meet our Founders
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.
Who Is This Opportunity For
CPA Firms
Chartered Professional Accounting (CPA) firms not looking to build or scale bookkeeping internally.
Bookkeeping, Tax & Consulting Practices
Bookkeeping, tax, payroll, and consulting practices that want dependable support for clients who outgrow their internal capacity.
Fractional CXO Firms
Fractional CXO firms that require a high-quality operational bookkeeping solution for their clients.
Regional Firms
Regional firms that want national-level coverage without expanding offices.
Niche Firms & Agencies
Niche firms and agencies that have access to sector-specific clients and want a dependable partner to support those referrals.
Think your firm is a fit?
What Makes Orbit a Valuable Partner
Broad Industry Expertise
National Reach
Modern Cloud Ecosystem
Strong Operational Foundation
Structured Processes & Reliable Delivery
A Professional, Well-Defined Framework
Partnership Models
Standard Referral Partnerships
For firms that regularly encounter clients needing bookkeeping support. Partners receive a clear referral process, dedicated Orbit contact, and structured follow-through for every introduction.
Industry-Specific Partnerships
Designed for firms with influence or reach in particular industries. Orbit may acknowledge these partners in relevant sector conversations, materials, or referral pathways where appropriate.
Strategic Referral Collaboration
Ideal for associations, networks, or tech companies with broader member or user bases. Orbit provides structured intake processes, education, and a streamlined pathway for referrals originating from these groups.
Why Firms Choose Orbit
CPA-Led Bookkeeping
Every file receives experienced oversight and complete workpapers.
On-Time Month-End Closing
Reconciliations and reporting completed within 30 days of month-end (often faster).
Fixed Monthly Pricing
Clear and predictable fee structures without hourly surprises.
Compliance Support
Sales tax tracking, payroll-related filings, and jurisdiction-specific reporting requirements depending on the client's region.
A Robust Cloud Stack
QBO or Xero supported by Dext or Hubdoc, plus integrations like Shopify, Stripe, Square, Jane, and more.
The Orbit Portal
Secure document transfer, requests, and approvals in one unified space.
Monthly Support-File Packs
Reconciliations, roll-forwards, and schedules organized for an easy year-end.
Scalable Capacity
Orbit can absorb consistent or high-volume referrals without partners needing to expand staff.
Become an Orbit Partner
What Partners Receive
Enhanced Client Confidence
- Your clients receive a high-quality bookkeeping experience.
- You maintain your positioning as a trusted advisor.
- The shared relationship reinforces professionalism and service continuity.
Orbit's Partnership Program Benefit
- A structured partnership framework that acknowledges and rewards the value of introducing qualified clients to Orbit.
- Clearly defined guidelines that align both firms' interests and support a long-term, collaborative relationship.
- A recognition-driven program designed to provide meaningful benefits for partners as referrals progress through Orbit's process.
Warm Introductions
- Orbit may guide clients seeking services outside our scope toward aligned partners across a wide range of industries.
- Offers selective opportunities for partners to expand their portfolio through relevant client introductions.
Visibility & Recognition
- Contextual partner acknowledgements.
- Inclusion in relevant industry materials or resource hubs.
- Opportunities for recognition where aligned with client needs and partnership scope.
How the Partnership Works
A clear, professional path from first introduction to an ongoing, growth-focused referral partnership.
1. Introduction
We learn about your firm's strengths, industries, goals, and the types of clients you typically encounter who may need Orbit-level bookkeeping support.
2. Alignment
We assess compatibility and confirm which referral model suits your firm's role, reach, and objectives.
3. Partnership Agreement
We define expectations, referral pathways, communication standards, and role boundaries - clear, transparent, and professional.
4. Enablement & Visibility Setup
Your team receives a referral process, access points, and (where appropriate) contextual partner visibility across relevant channels.
5. Collaboration & Growth
We work together on an ongoing basis, supporting your referred clients and strengthening the partnership as it grows.
Ready to partner with Orbit?
Interested in becoming an Orbit Partner?
Book a Free Consultation Today
Trusted by high-
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
Frequently Asked Questions
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."