Xero Bookkeeping—on time, audit-ready, fixed fee. 

If you run on Xero, you deserve numbers you can trust—delivered fast, explained plainly, and ready for decisions. Orbit is Xero Awards 2025: Small Firm of the Year. We close your month in ≤30 days, keep a clean audit trail, and turn reports into action. 

API Integrations for Bookkeeping services

Accounting firm of the year

0 %

Late Filings

<6 hours

Email Response

100%

Fixed Fee

<10 days

Month End Close

API Integrations for Bookkeeping services

Our “Why”

We exist to make high-quality bookkeeping simple, accessible, and truly valuable. Timely, accurate financials give owners clarity—especially in fast-moving, sunrise industries. 

Our vision:

be the go-to partner for small businesses needing reliable, tech-forward, client-first accounting. 

How we live it:

on-time delivery, fixed monthly pricing (no surprises), and tailored workflows from sole props to multi-location e-commerce. 

Onboarding starts with your goals; we match the right systems and train your team. 

Reliable books, proactive insights, peace of mind. 

Quick Answers 

Yes — setup, tracking, filings, and clean audit trails.
Target ≤30 days from month-end (often faster).
Xero + Hubdoc/Dext, Stripe, Shopify, Square, PayPal, Plooto, Syft, and Float.
No — fixed monthly pricing with a clear scope.
Yes — Wagepoint or ADP with correct GL mapping.
Yes — tidy PBC files and direct liaison with your year-end CPA.
Via the Orbit Portal — secure uploads, approvals, and status tracking.

What we run in Xero  

  • Core ledger & bank recs (feeds, rules, cash coding) 
  • Xero Expenses (on-time remittances; clean GL mapping) 
  • Xero Projects (time & cost tracking; job profitability) 
  • Xero Analytics & reporting (budgets, trends, exceptions, variance notes) 
  • Ecosystem we deploy: Stripe, Hubdoc, Dext, Syft, Plooto, Float, ApprovalMax, Cash Flow Frog, TaxCycle for year-end 

 

Outcomes you can measure 

secure Onboarding speed

3+ weeks → as little as 5 business days (and <48 hrs in urgent cases).

secure Efficiency gain

~40% time saved on reconciliation & reporting via Xero automation

secure Client retention
95%+ annually, driven by transparency and always-available numbers
Monthly Close Icon

Monthly Close
(recs, AR/AP, accruals, schedules)

GST/HST/PST Icon

GST/HST/PST
(setup, filings, audit trails)

Integrations Icon

Integrations
(Hubdoc/Dext, Stripe/Shopify/Square/PayPal, Plooto, Float)

Cleanup & Catch-up Icon

Cleanup & Catch-up
(historicals, chart rebuild, opening balances)

Light CFO Icon

Light CFO
(cash-flow, budgets, KPI dashboards)

Projects/WIP Icon

Projects / WIP
(Xero Projects discipline)

Multi-entity & FX Icon

Multi-entity & FX
(intercompany mapping, consolidations)

Monthly Close Icon

Monthly Close
(recs, AR/AP, accruals, schedules)

GST/HST/PST Icon

GST/HST/PST
(setup, filings, audit trails)

Integrations Icon

Integrations
(Hubdoc/Dext, Stripe/Shopify/Square/PayPal, Plooto, Float)

Cleanup & Catch-up Icon

Cleanup & Catch-up
(historicals, chart rebuild, opening balances)

Light CFO Icon

Light CFO
(cash-flow, budgets, KPI dashboards)

Projects/WIP Icon

Projects / WIP
(Xero Projects discipline)

Multi-entity & FX Icon

Multi-entity & FX
(intercompany mapping, consolidations)

Orbit vs Others

Vs generalists:

We architect Xero properly—tax codes, tracking categories, bank rules, add-ons—then deliver management-grade closes. 

Vs one in-house hire

No single-point risk; you get a team, QA, documented processes, and faster closes. 

Vs audit-first firms:

Decisions first; audits fly because your PBC is tidy every month. 

Vs software-only tools

Human judgment + Orbit Portal workflows; reconciliations and edge cases handled. 

 

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How it works

1. Discovery (30–45 min):

model, entities, deadlines (GST/HST/PST, board dates)

2. Fixed-fee proposal

clear scope; if needed, Phase-1 cleanup first

3. Kickoff & Portal

secure access; short checklist (prior-year TB, bank/CC/loan, app invites)

4. Xero setup & mappings

bank feeds, rules, tax codes; connect Hubdoc/Dext + sales/payments

5. Catch-up & cleanup

reconciles, historical fixes, chart rebuild, opening balances

6. Monthly close (≤30 days)

accruals; tax review & filings

7. Reports & insights

P&L, BS, cash, KPIs; exceptions & next actions flagged

8. Year-end ready

tidy PBC; we liaise with your CPA; add fractional-CFO as you scale

The Orbit Portal (no more chasing)

One secure place for uploads, approvals, live status, and due-date nudges—keeps month-end moving and stops email ping-pong

What you get each month 

P&L, Balance Sheet, Cash Snapshot 

Fully reconciled accounts + exception list 

KPI pack (cash, margin, AR/AP aging; per channel/location) 

Notes on variance, risks, and next steps in the Portal 

API Integrations for Bookkeeping services

Xero sits at the heart of our practice—from tailored dashboards and automated reconciliations to integrations like Hubdoc, Dext, Syft, Fathom, Plooto, and Float. We pair transparent pricing and flexible delivery with one-on-one onboarding, custom Xero training, and ongoing support that turns reports into real decisions.”

Meet the Founders

Winning Xero’s ‘Small Firm of the Year’ validates our mission: to replace stress and guesswork with clarity and support that help entrepreneurs grow. This recognition belongs to our clients as much as our team.

Sophie Dillon, CPA, CA & Malay Matalia, Co-founders, Orbit Accountants 

Packages & pricing 

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

Transparent Plans, no surprises
Custom Solutions for your business

Frequently Asked Questions

Yes — chart, tax codes, bank feeds, tracking categories, rules.
Yes — scoped cleanup, mapped imports, optional parallel month.
As little as 5 business days; <48 hrs for urgent cases.
Xero Analytics + Syft/Fathom dashboards with KPI highlights.
Yes — FX revaluations and reporting for cross-border ops.
Shopify/Stripe/Square/PayPal mapped and reconciled monthly.
Yes — Xero Projects for time/cost and job margins.
Yes — Portal workflows + ApprovalMax for complex hierarchies.
We implement Plooto; approvals sync to Xero.
Hubdoc or Dext with document trails for audit readiness.
GST/HST/PST setup, filings, and supporting workpapers.
Recs, AP, tax tracking, financials, KPIs, workpapers.
SLA target ≤30 days from month-end.
Two-person review + exception list on every close.
We prepare PBC and liaise with your CPA; tax filing in-house/partners as needed.
Fund/program reporting, grant packs, board-ready dashboards.
Proper mapping for Jane/Helcim/merchant fees; payouts reconciled.
Project/location tracking, capex vs opex clarity, rent rolls aligned.
Usually — if reliable; we recommend tweaks where ROI is clear.
Yes — Float/Cash Flow Frog + Syft/Fathom scenarios.
Yes — intercompany mapping and consolidated reporting.
Award-winning Xero focus + measurable KPIs + clean audit trail monthly.
Fixed monthly fee aligned to scope/volume — no surprise hours.
Portal encryption, least-privilege access, audit logs.
One-on-one onboarding, quick videos, and short guides tailored to your roles.
Yes — Xero report access, coding rules, approvals, and basics.
Webinars/workshops and founder talks; we advocate Xero across the community.
Portal requests, approvals, and status; rules and automations eliminate rework.
Consistent closes + dashboards → faster decisions, financing readiness, and expansion confidence.

Industries we serve

Tech & SaaS • E-commerce & retail • Restaurants & cafés • Wellness & clinics • Professional services • Real estate • Trades & construction • Creative agencies • Education • Non-profits & charities.

Service areas 

Canada-wide (remote-first) with active hubs in Toronto, Ottawa, Waterloo, Calgary, Edmonton, Vancouver, Halifax.

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