Monthly Goal Review
“You set a goal to improve gross margin by 3%. Let's review progress and adjust strategy if needed.”
Orca works on your business while you run it
Orca is an always-on AI business advisor. It studies your numbers, finds what is holding you back, and works with you month after month across every part of your business.
$300 a month, cancel anytime.
Your Orca Advisor
Always on
I'm thinking about raising prices 15%. What should I consider?
Based on your margin analysis, a 15% increase could add $67K annually. Let me walk you through the key factors: your current pricing vs industry benchmarks, customer retention risk, and a phased rollout strategy...
Ask anything about your business...
279% average increase in client equity value over two years with the Orca advisory methodology
Watch · 60 seconds
Meet Orca Advisor
A quick intro to what Orca is: AI business intelligence that turns your numbers into one clear view of what your business is worth, where it stands, and what to do next.
Your Questions
Whatever is keeping you up, Orca works on it with you.
These are the questions owners bring us. Click yours.
Always On
Proactive, Not Just Reactive
Orca does not wait for you to ask. Strategic check-ins keep you accountable to your action plan and surface opportunities you might miss.
Opportunity Alert
“Your Q3 revenue is trending 12% above forecast. Consider reinvesting in marketing or building cash reserves.”
Risk Warning
“Customer concentration has increased. Your top client now represents 35% of revenue. Let's discuss diversification.”
Get insights across all 7 areas:
Tax strategyCapital allocationBusiness strategyRisk managementLegacy & estate planningPeople and operationsCFO
Step one
It starts with the Business Insights Report.
The report is where we start, not where it ends. About 40 minutes of your time becomes the foundation for everything that follows: unlimited conversations and strategic check-ins all year.
01
Business Valuation
Understand what your business is worth for internal planning purposes.
02
Your Biggest Profit Levers
The changes that would lift your profit the most, and what each one is worth.
03
How You Stack Up Against Peers
See how your profit, cash, and efficiency compare to businesses like yours.
04
Your Clear Next Steps
A prioritized list of high-impact actions mapped across the year ahead.
Your action plan points to the tools and engagements aligned to your goals and built to move the needle. That's where the Orca Advisor subscription comes in - guiding you through the tools with continuous support.
Start with the Report - $300
One time, no subscription required. Subscribers get the report included.
One view of the whole business
Business owners deserve better than siloed advice and generic benchmarks.
Your CPA sees your taxes. Your banker sees your cash. Your consultant sees a slice. Orca looks at the whole business: how your tax strategy affects capital decisions, how people systems impact growth, and where the real leverage points are.
Overall Business Health
Your comprehensive scorecard across 8 critical pillars
0.0
Overall Score out of 5
Below 3.0 (focus area)
From an Orca client
“The business insights report caused us to start having conversations about our business that we have needed to have for a while. It correctly pinpointed the areas we needed to work on and helped us have a plan for addressing them.”
Lisa Courter, United Gold Buyers
Built in practice, not in a lab
Orca Advisor grew out of a simple realization: business owners don't need more reports, they need help making better decisions and building better businesses.
Jacob Schroeder, CPA
Co-Founder and CEO
One plan
$300/month
Cancel anytime. No long-term commitment.
- Unlimited conversations with your Orca AI Advisor
- Strategic check-ins all year
- All 7 advisory areas
- Business Insights Report included ($300 value)
A human advisor at this scope runs $2,000+/month.
Not ready? Try the free Capital Need Tool and find out how much cash your business actually needs.
Run an accounting firm? Deliver Orca advisory to your clients at a 33% firm discount.
Orca for accountantsFAQ
The Orca Advisor subscription is $300 a month, or $200/month billed yearly ($2,400), and it includes the Business Insights Report. The report on its own is $300, one time. Visit our pricing page for more details.View full pricing
Monthly plans can be canceled anytime. Annual plans are billed upfront for the year. If you need to cancel an annual plan early, contact us to discuss options.View full pricing
Most SMBs will receive exceptional value using the Orca Advisor Platform, but Orca Advisor is especially well-suited to owners who are looking to build long-term value and are ready to move beyond the status quo of business planning. Orca connects to QuickBooks Online, or you can upload financial statements, so the analysis runs on your real numbers.
Orca Advisor is an AI-powered platform that integrates business and personal finance to assess the complete health of your business, so advice in one area never ignores another. A subscription means you have access to expert guidance whenever you need it, not just when you can afford to pay for consulting hours.
Orca Advisor uses a structured advisory methodology, the one behind a 279% average increase in client equity value over two years. It is connected to your financial data, understands your industry benchmarks, and guides you through a toolkit of frameworks designed for specific business challenges. Generic AI gives generic advice. Orca delivers a systematic approach to business improvement.
Yes. Accounting firms across the country deliver Orca advisory to their clients. If your accountant is an Orca partner, they can run your subscription with you. Ask them about it, or point them to our accountants page.Orca for accountants
Your data is encrypted and protected with two-factor authentication, and it is never sold. Our architecture is built to SOC 2 standards, and we are working toward completing a SOC 2 audit.Review our privacy policy
You don't need more to manage.
You need momentum.
The clarity to start, and the support to keep going.