Our Purpose
Providing businesses at all stages of growth with a trusted finance partner.
Our Mission
Helping clients achieve financial objectives through understanding, proactive advice, and innovative solutions.
Our Vision
Transforming the financial landscape by fostering clarity and enabling growth through personalized, efficient service.
Our Guiding Pillars
Our pillars are the foundation of everything we do, guiding our interactions, decisions, and commitment to excellence.
Integrity
Commit to the highest ethical standards, ensuring trustworthiness and fairness in all business dealings and client interactions.
Client Focus
Prioritize client needs and foster relationships based on responsiveness, personalized service, and a deep understanding of client business dynamics.
Innovation
Embrace innovative solutions to meet the evolving demands of the financial industry and client expectations.
Professional Excellence
Strive for technical excellence and continuous improvement through ongoing education, training, and the use of best practices.
Collaboration
Promote a collaborative working environment where team members share knowledge, ideas, and experiences to enhance service delivery and achieve collective success.
Community
Foster a culture that values and promotes social responsibility and positive impacts on the community and environment.
Meet Our Founders
Sophie Dillon
"Sophie is a Chartered Professional Accountant (CPA) with over a decade of experience. She specializes in financial leadership, simplifying complex challenges, and driving operational excellence. Her strategic insight helps businesses achieve sustainable growth and financial clarity, making her a valued partner to Orbit’s clients."
Malay Matalia
"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."
The Client Partner Group
Owners of the Client Relationship
Our accounting team handles the numbers. The Client Partner Group handles everything around them, from first conversation to long-term partner.
- Welcomes prospective clients
- Runs smooth onboarding
- Manages signed accounts
- Resolves client queries
- Handles clean offboarding
- Single point of contact
Frequently Asked Questions
CPA founders (Sophie - CFO background; Malay - tax-attorney background, multiple businesses built and exited) who built Orbit to give big-firm quality at a personal level with transparent fixed pricing. Books delivered on time, all work CPA-reviewed to board-ready standard, software included, and Orbit handles IRS communication on your behalf.
What sets us apart is the combination of technology and personal service. You get a dedicated team, not a rotating cast of bookkeepers. We use modern tools for efficiency, which keeps our pricing competitive. We are transparent about pricing, no hidden fees, and we proactively flag issues before they become problems. Many clients come to us after bad experiences with firms that were unresponsive or did the bare minimum.
Orbit offers a standardized package for clients with little structure, and a tailored engagement for organizations that already have strong processes. Where an in-house team already produces timely, reliable financials, Orbit can layer CFO oversight on top rather than insisting on owning the books, provided the in-house output is trustworthy.
Orbit uses AI in parts of its operations and the platforms flag items, but the final categorization always has a human (CPA-reviewed) check to ensure accuracy. This "human-in-the-loop" stance is a deliberate quality control.
Yes. All accounting is performed and CPA-reviewed in-house. Nothing is offshored.
Orbit's team is based across the U.S., serving clients nationwide. Work is done virtually with cloud software, so a local office is not needed - clients in any state (Texas, California, New York, Florida, and others) are served the same way. All accounting is performed and CPA-reviewed in-house.
Founders Sophie (former CFO) and Malay (former tax attorney; multiple incubations and exits, six to seven fundraising rounds, ~$100M+ terminal valuation exit) lead CFO files personally. Orbit has raised capital for clients (including a $7.25M round for a fintech) and supports KPI dashboards, pitch decks, and investor introductions.
Yes. Co-founder Sophie works directly with CFO clients, bringing both CPA expertise and hands-on business ownership experience. Malay leads cross-border and tax-attorney-level files personally, including U.S. and multi-jurisdiction matters.
Approximately one in four of Orbit's clients are non-profits. Our founders sit on non-profit boards and understand the unique requirements - grant and funder reporting, federal and state compliance, proper cost allocation, audit support, and stock donation accounting.
Both founders sit on non-profit boards, so we understand board-level reporting, audit prep, Form 990 and 990-T filings, GL mapping, and program-versus-general expense allocation. We provide audit-ready financials, though we do not perform the audit itself.
Yes, a dedicated bookkeeper, plus dedicated specialists per function (payroll, AP/AR), all non-rotating. A client-success team consolidates cross-function questions into one answer so clients are not chasing three people. Target response time is same-day acknowledgment, typically within a couple of hours. For work that needs preparation, we give an ETA. The CFO (a CPA) is assigned after onboarding once the business is understood, matched on both expertise and personality fit.
Both. You get one dedicated bookkeeper/accountant plus a client-success team, a client portal for quick questions, and phone or email access. Because the team works in-office across U.S. time zones, the maximum response time is around six hours, and someone always has coverage if your contact is away. Sophie reviews every client file, so nothing goes out unchecked.
Each client gets a dedicated bookkeeper plus a client portal for two-way questions, with phone and email also available. Orbit cites a six-hour maximum response window for client queries. Onboarding involves more categorization questions in the first month while the team learns the business; it tapers off as patterns are automated.