Accounting firm of the yearBookkeeping Services in San Francisco, CA - Built for Growing SMBs
Late or messy books make decisions risky. Orbit delivers clean, on-time monthly bookkeeping for San Francisco companies-mapped to your tools, audit-ready every close, and priced as a predictable monthly fee. See your cash, margin, and runway clearly-without chasing documents.
What are the golden rules of accounting?
Accurate, reliable bookkeeping is essential for growing San Francisco small and medium-sized businesses (SMBs). Orbit delivers clean, on-time monthly books-mapped to your tools, audit-ready every close, and priced as a predictable monthly fee.
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.
Are you a charity or non-profit?
Get fund-ready books, grant reporting, and CRA fillings
How Orbit Accountants Works with Your San Francisco 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 San Francisco 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 San Francisco
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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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."