# Orca Advisor

> Intelligent financial guidance for small business owners.

Orca Advisor is an AI-powered business intelligence platform that helps small business owners understand their financial performance and make better decisions. We provide clear, actionable insights through our assessments and ongoing AI advisory subscription.

## Products & Pricing

- **Business Insights Report** ($300, one-time): Business deep-dive & strategic roadmap. Clarity on your business priorities, high-level business valuation, value creation opportunity, and grading and financial benchmarks across the business. Ideal for exit planning and strategic growth conversations. https://www.orcaadvisor.com/business-insights-assessment
- **Orca Advisor subscription** ($300/month, or $200/month billed yearly): Your always-on strategic business partner. Business Insights Report included, proven methodology and toolkit for driving enterprise value growth, unlimited conversations with your Orca AI Advisor, and personalized recommendations. https://www.orcaadvisor.com/orca-advisor-subscription

Full pricing: https://www.orcaadvisor.com/pricing. "Get Started" buttons lead to the monthly subscription checkout; the annual plan is selectable on the pricing page. Accounting firms apply at https://app.orcaadvisor.com/apply/accountant.

## What We Do

- Business Assessments: Comprehensive analysis of financial performance
- AI-Powered Insights: Plain-language explanations of complex financial data
- Performance Benchmarking: Compare against industry standards
- Cash Flow Analysis: Understand and predict cash positions
- Profitability Tracking: Know which products, services, and clients drive profit

## Who We Serve

### Small Business Owners
Direct users who want to understand their business health and make data-driven decisions.

### Partner Channels
- **Accountants**: Enable CPAs and accounting firms to deliver advisory services
- **Banks**: Help community banks serve their small business clients better
- **Economic Development Organizations**: Support chambers of commerce and EDCs in strengthening local businesses
- **Affiliates**: Referral partners who earn commissions

**Snapshot Assessment** (partner-delivered; list price $200, partner code applied at checkout): A business health check with industry benchmarking, profit gap analysis, and immediate priorities. It is delivered through bank and economic development partners, who give their small business customers a code that is redeemed at checkout. https://www.orcaadvisor.com/snapshot-assessment

## Key Pages

- Homepage: https://www.orcaadvisor.com
- Pricing: https://www.orcaadvisor.com/pricing
- Contact: https://www.orcaadvisor.com/contact
- Problems We Solve: https://www.orcaadvisor.com/problems-we-solve
- Capital Need Tool (free): https://www.orcaadvisor.com/tools/capital-need

### Products
- Business Insights Report: https://www.orcaadvisor.com/business-insights-assessment
- Orca Advisor Subscription: https://www.orcaadvisor.com/orca-advisor-subscription

### Topic Pages
- Exit Planning: https://www.orcaadvisor.com/exit-planning
- Financial Clarity: https://www.orcaadvisor.com/financial-clarity
- Growth Strategy: https://www.orcaadvisor.com/growth-strategy
- Cash Flow & Capital: https://www.orcaadvisor.com/cash-capital
- Team & Accountability: https://www.orcaadvisor.com/team-accountability
- Owner Independence: https://www.orcaadvisor.com/owner-independence
- Tax Strategy: https://www.orcaadvisor.com/tax-strategy
- Business Risk & Stability: https://www.orcaadvisor.com/business-risk

### Partner Pages
- For Accountants: https://www.orcaadvisor.com/partners/accountants
- For Banks: https://www.orcaadvisor.com/partners/banks
- For Economic Development: https://www.orcaadvisor.com/partners/economic-development
- Affiliate Program: https://www.orcaadvisor.com/partners/affiliates
- Find a Partner: https://www.orcaadvisor.com/partners/find-a-partner

### Company
- About Orca (why Orca exists, founder, methodology): https://www.orcaadvisor.com/about

## The Advisory (Blog)

Practical guidance for business owners and the accountants who advise them. Index: https://www.orcaadvisor.com/blog

- **Where There Is No Vision**: A clear vision is the filter that aligns decisions, people, and priorities. https://www.orcaadvisor.com/blog/where-there-is-no-vision
- **Do You Have the Right People in Your Organization?**: Evaluate whether each team member is the Right Person, in the Right Seat, and delivering the performance the role requires (the Right Fit framework). https://www.orcaadvisor.com/blog/right-people-right-seats
- **Hope Is Not a Strategy**: Build a system of expectation that turns goals into measurable drivers, progress, and accountability. https://www.orcaadvisor.com/blog/hope-is-not-a-strategy

Author: Jacob Schroeder, CPA (Co-Founder & CEO): https://www.orcaadvisor.com/authors/jacob-schroeder

## Contact

- Website: https://www.orcaadvisor.com
- App: https://app.orcaadvisor.com

Last updated: 2026-09-14