Elevate your practice with
AI-powered advisory.

Deliver strategic business intelligence that goes beyond the numbers.

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Trusted by forward-thinking firms

Ascend Consulting
R Accounting Group
Controller Works

Become the strategic advisor your clients need.

Your clients come to you for numbers. With Orca Advisor, you can give them so much more - actionable insights that drive real business outcomes.

Expand beyond compliance

Move from reactive tax preparation to proactive business advisory. Deliver strategic insights that position you as an indispensable partner in your clients' success.

Identify growth opportunities

Surface actionable recommendations based on your clients' financial data. Help them optimize cash flow, reduce costs, and plan for sustainable growth.

Deepen client relationships

Transform routine check-ins into strategic conversations. Provide the forward-looking guidance that keeps clients engaged year-round.

Deliver it with your whole team

Firm advisory training turns managers and senior accountants into capable advisors, so you can serve more clients well without leaning on one person.

Accountant advising business client

One subscription per client. Three ways to deliver it.

The full methodology and the Business Insights Assessment, included in every Orca Advisor subscription. The only thing that changes is who does the work.

Client-driven

DIY

The AI advisor guides them. You check in.

The client works through the assessment, tools, and methodology with Orca on their own schedule. You stay in the picture with periodic check-ins.

Best for

Cost-sensitive clients

Shared

Assisted

They work in Orca. You guide the decisions.

The client works inside Orca, and you meet on a regular cadence to interpret the output, guide decisions, and keep them accountable to the plan.

Best for

Clients who want a partner

The one to lead with
Firm-run

Full Advisory

Your team runs it all. They just talk to you.

Your team runs the whole engagement behind the scenes, reaching past the financials into strategy, people, risk, legacy, and tax. Advisory scales beyond the one person who lives and breathes it.

Best for

High-need clients

Ready to use Orca with your clients?

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Accounting team collaborating

Firm advisory training, included.

Advisory should not depend on one person who holds the whole methodology in their head. Orca gives your team a repeatable way to sell, prepare, lead meetings, prioritize the work, coordinate specialists, and follow through.

  • Recognize the moment a client is raising a hand for help, and turn it into an advisory conversation.

  • Prepare and lead meetings that go beyond compliance to the decisions that move the business.

  • Turn managers and senior accountants into capable advisors, with structure and oversight.

Firm pricing

33% off list, applied automatically.

One subscription per client, delivered whichever way fits. You set what your clients pay. We give your firm the discount, and you see your rate the moment you're approved.

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Applying sets up your firm and unlocks firm pricing.

Add value year-round.

Move beyond tax season. Orca Advisor equips you with the insights to have meaningful conversations with clients throughout the year. Build recurring revenue streams while helping your clients thrive.

Accountant reviewing strategy with a client

Questions firms ask.

No. DIY, Assisted, and Full Advisory exist because clients need different levels of involvement. The right model depends on the client's need, their willingness to work independently, and your firm's capacity.
Start with the Business Insights Assessment on its own. It shows the client where the business stands today, what it could be worth, and what advisory could create for them, which is often what turns "maybe later" into a plan. Move into a subscription whenever they're ready.See the Business Insights Assessment
Yes, with the right training and oversight. Helping more of your team become capable advisors is one of the goals of Orca. Firm advisory training, shared context, and manager review make it work.
No. Orca is a holistic advisory operating system that helps you see needs, guide priorities, and coordinate expertise. Current-year tax planning, forecasting, and other specialized work stay with the right professionals.
Firms get 33% off list on every client subscription, applied automatically. One subscription per client, and you set what your clients pay. Apply to set up your firm and see your rate.
The full methodology, the Business Insights Assessment, the tool set, and firm advisory training, delivered whichever of the three ways fits each client.Explore the Orca Advisor subscription

Bring connected, high-quality advisory to your firm.

Apply to set up your firm, unlock firm pricing, and start delivering advisory your clients will pay for.

Apply Now