Accounting firm of the yearBookkeeping Services in New York Built for Growing SMBs
If you're a New York small-to-mid-size business or nonprofit, you need books you can trust-without surprise bills or month-end slippage. Orbit delivers cloud bookkeeping built for New York companies: sales tax, payroll, integrations, and audit-ready files-every month.
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.
How Orbit Accountants Works with Your New York Business
1. Discovery call
We learn your model (revenue streams, programs/locations), current stack, and deadlines (sales tax, 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 trial balance, bank/credit statements, payroll files, and app connections.
4. System setup & mapping
QuickBooks Online or Xero + Dext/Hubdoc. We connect Shopify/Stripe/Square/Jane/POS apps, map payroll GLs, sales tax codes, and bank feeds.
5. Catch-up & cleanup (if needed)
We reconcile accounts, fix historical issues, rebuild your chart of accounts, and prepare accurate opening balances.
6. Monthly close
Bank/credit card/loan reconciliations, A/R & A/P aging, payroll entries, accruals, and review-always on schedule.
7. On-time reporting & insights
P&L, Balance Sheet, Cash Snapshot, plus KPIs (gross margin, cash runway, revenue by channel/program). Risks and opportunities flagged.
8. Year-end & beyond
We assemble a clean year-end package and collaborate with your CPA for taxes. Need more? Add light CFO support for cash flow forecasts, budgets, and dashboards.
Why New York companies switch to Orbit?
Before Orbit
- Behind on month-end; decisions feel blind.
- Sales tax / payroll errors create penalties.
- Hourly invoices and scope creep.
- Generic bookkeeping; no industry context.
- Tax-time scramble; your CPA chases details.
- Email chaos and document chasing.
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, sales tax 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 |
Orbit Accountants vs. Alternatives
Vs. Generalist Bookkeepers
They deliver basic entries with delays. Orbit delivers reconciled books, clean workpapers, and timely closes.
Vs. In-House Single Bookkeeper
Avoid a single point of failure. With Orbit you get a team, coverage, and CPA oversight.
Vs. Audit-First Firms
Others focus only on year-end compliance. Orbit is built for management reporting, every month.
Vs. Software-Only Tools
Automation misses context. Orbit combines technology with human judgment and audit-ready reconciliations.
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 Every Month
Financials & KPIs
- P&L, Balance Sheet, and a Cash Snapshot with trend lines
- KPIs that matter (cash, gross margin, AR/AP aging, channel/program views)
Review & Portal
- A reconciled exception list and clear action items
- Notes and approvals tracked in the Orbit Portal
Industries we serve in New York
Specialized bookkeeping for every sector - explore yours below.
Let’s get you back on track real quick!
Stress-free and reliant
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
Tailored, Transparent Pricing for your Business
Join businesses across the U.S. who trust Orbit
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Frequently Asked Questions
Yes-Orbit registers (if needed), tracks, and files New York state and local sales tax on schedule with a clean audit trail.
Yes-through modern payroll apps like Gusto or ADP, we handle setup, runs, remittances, W-2s, and 1099s.
Yes-we prepare and file 1099s, ensuring compliance and clean year-end records.
We target a close within 30 days of month-end, often faster, so you always have timely numbers.
Yes-our light CFO add-ons include cash-flow forecasting, budgets, and KPI dashboards tailored to your business.
Yes-every month we build reconciliations and workpapers, so your year-end package is always audit-ready.
Yes-add-on services include cash-flow forecasts, budgets, and KPI dashboards to guide better decisions.
Yes-we support both QuickBooks Online and Xero, and connect them with your other tools.
We deliver a tidy Prepared-By-Client (PBC) package and, if you'd like, work directly with your CPA to save time.
Yes-we integrate Shopify, Stripe, Square, Jane, and other apps directly into your bookkeeping system.
The Orbit Portal uses bank-grade security for uploads, requests, approvals, and real-time status tracking.
We work with tech, e-commerce, restaurants, wellness & clinics, mental health, real estate, professional services, construction, nonprofits, agencies, and more.
Yes-whether you're a fast-growing startup or an established SMB, we tailor our approach to your stage and industry.
Yes-we provide fund and program reporting, grant tracking, and board-ready monthly books for nonprofits and charities.
No problem-we handle catch-up and cleanup, fixing historical coding and getting you audit-ready fast.
Yes-we reconcile prior periods, fix errors, and bring your books current before starting ongoing monthly service.
Yes-we consolidate across locations, track intercompany activity, and provide location-level KPIs.
Yes-we manage inventory reconciliations, cost of goods sold (COGS), and margin reporting for retail businesses.
Orbit uses fixed monthly pricing with a clear scope-no hourly surprises or hidden fees.
Once the proposal is signed, we typically kick off within a few days with system setup and onboarding.
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 U.S. 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."