Trusted local bookkeepingBookkeeping Services in San Jose (Silicon Valley)
Transparent Pricing. Accurate books. On time. Every time.
CPA-level bookkeeping with fixed pricing, fast month-end closes, and a responsive San Jose-based team - so you can focus on growth, not the IRS.
A San Jose bookkeeping partner you can rely on
Accurate, reliable bookkeeping is essential for growing businesses in San Jose. At Orbit Accountants, we provide professional bookkeeping services tailored to San Jose small businesses, startups, and established companies across the Silicon Valley.
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.
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How Orbit Accountants Works with Your San Jose Business
Get your bookkeeping, income tax prep, and filing handled by experts with the help of integrated tools. Orbit Accountants partners with San Jose’s growing businesses, offering comprehensive bookkeeping services and financial solutions tailored to your needs - whether you’re a startup or an established business.
1. Discovery call
We learn your model (revenue streams, locations), current stack, and deadlines (California CDTFA sales-and-use tax and Santa Clara County district taxes, payroll, reporting 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 financials, bank/credit statements, payroll files, and app connections.
4. System setup & mapping
QBO or Xero + Dext/Hubdoc. We connect Shopify/Stripe/Square/etc., map sales-tax codes, payroll GLs, and bank feeds.
5. Catch-up & cleanup (if needed)
We reconcile accounts, fix historical issues, rebuild the chart of accounts for your industry, and prepare opening balances.
6. Monthly close
Bank/CC/loan reconciliations, A/R & A/P aging, sales-tax tracking, payroll entries, accruals, and review.
7. On-time reporting & insights
P&L, Balance Sheet, Cash Snapshot, plus KPIs (gross margin, cash runway, revenue by channel). We flag risks & opportunities.
8. Year-end & beyond
We assemble a clean year-end package and collaborate with your CPA for taxes. Need more? Add fractional-CFO support as you scale.
Why San Jose SMBs choose Orbit?
Before Orbit
- Behind on month-end; decisions feel blind.
- Sales-tax/payroll errors create penalties and rework.
- 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
We work exclusively with small and medium-sized businesses and have deep industry workflows baked in from day one.
- Mapping for California CDTFA sales-and-use tax and Santa Clara County district taxes is standard.
- Industry-specific integrations (Shopify, Stripe, Jane, Square) are connected and reconciled monthly.
- KPIs and cash-flow views are included without extra "analysis" fees.
Vs. In-House Single Bookkeepers
We eliminate the risk of a single point of failure.
- No gaps for vacation, turnover, or sick days.
- CPA-level oversight every month.
- Processes, reconciliations, and workpapers live in our secure Orbit Portal - your books don’t walk out the door.
Vs. Audit-First CPA Firms
We are built for monthly management use, not just year-end compliance.
- On-time month-end closes (≤30 days) with clean reconciliations.
- KPIs and operational insights to guide decision-making year-round.
- Year-end CPA package is always audit-ready.
Vs. Software-Only Tools
We’re a human service with technology as an enabler.
- Orbit Portal for secure uploads, requests, approvals, and status tracking.
- Every transaction reviewed, reconciled, and classified by experienced bookkeepers.
- We proactively catch errors and anomalies; software alone can’t.
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 Each Month
Financials & KPIs
- P&L, Balance Sheet, Cash Snapshot
- KPIs relevant to your industry (e.g., CAC payback for SaaS; revenue per chair/room for clinics; COGS/margin for retail/food)
Compliance
- California CDTFA sales-and-use tax and Santa Clara County district taxes tracking & filings
- Payroll entries & tax deposits
Orbit Portal & Review
- Document requests, approvals, status tracking
- Manager review with notes on variance and risks
Industries we serve in San Jose
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."