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
Whatever is keeping you up, Orca works on it with you.
These are the questions owners bring us. Click yours.
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.
Monthly Goal Review
“You set a goal to improve gross margin by 3%. Let's review progress and adjust strategy if needed.”
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:
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.
Business Valuation
Understand what your business is worth for internal planning purposes.
Grades Across 22 Areas
Comprehensive evaluation across every dimension that impacts business health.
16 Financial Ratios
Deep financial analysis with historical trends and industry benchmarks.
12-Month Action Plan
Prioritized recommendations mapped across the next 12 months.
One time, no subscription required. Subscribers get the report included.
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.
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
You don't need more to manage.
You need momentum.
Start with a report. Keep the advisor.