The Advisory Operating System
Elevate your practice with
AI-powered advisory.
Advisory for every client on your book.
One subscription per client, three ways to deliver it, 33% off list for your firm. You set what your clients pay.
Applying sets up your firm and unlocks firm pricing. Or talk to us first.
Trusted by forward-thinking firms
Watch · 60 seconds
Meet Orca for Accountants
Orca Advisor gives accounting firms the methodology, tools and training to deliver a repeatable advisory offering and provide more value to their SMB clients.
33% off list, applied automatically.
List price is $300 a month. Your firm pays a third less on every client subscription and on one-time reports. You set what your clients pay.
Every subscription is delivered whichever way fits the client. You see your rate the moment you're approved.
Applying sets up your firm and unlocks firm pricing. Or talk to us first.
Client Promises
Your clients stay yours.
Orca sells through firms, not around them. That only works if the rules are plain.
We never solicit your clients.
Clients you enroll are your clients, in every delivery model, DIY included. Orca does not market to them, upsell them, or route them to other advisors.
You own the relationship and the price.
You bill your clients for your advisory service at the price you set. Orca bills your firm at your discounted rate.
Your clients see you, not a vendor.
In Assisted and Full Advisory engagements, the insights arrive in your meetings, under your guidance. Orca is the engine, your firm is the advisor.
Delivery Models
One subscription per client. Three ways to deliver it.
The full methodology and the Business Insights Report, included in every Orca Advisor subscription. The only thing that changes is who does the work.
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.
- Your team's time
- Periodic check-ins
- Best for
- Cost-sensitive clients
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.
- Your team's time
- A recurring meeting; you interpret the output
- Best for
- Clients who want a partner
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.
- Your team's time
- Your team runs the engagement
- Best for
- High-need clients
Ready to use Orca with your clients?
Firm Training
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.
Five parts, 16 modules, all the way to Orca Certified.
Plus a toolkit of checklists, scripts, and templates to keep open during client work.
The Deliverable
Every engagement begins with the Business Insights Report.
A complete first deliverable for every client: what the business is worth, the gap to its potential, where profit is leaking, and a 12-month plan your firm delivers against. You bring the relationship. Orca brings the analysis.
Business Insights Report
Frank's Pizza · Full-service restaurant
Overall score
3.1/5
Steady overall
Value today
$330,925
At a 1.3x multiple
Value gap
$235,574
vs Best in Class
Recommended first steps
- Month 1Strategic Vision Organizer
- Month 2Roles & Responsibilities Chart
- Month 3Quick Tax Scan
The Opportunity
Turn the trust you've built into advice that grows their business.
As AI takes over more of compliance, the lasting value in your firm is the relationship you've built and the financial data you already hold. Orca turns that data into advice that helps clients grow enterprise value, doing the deep analysis so your team can spend its time on the judgment and context only a trusted advisor brings.
average increase in client equity value over two years
From the advisory methodology behind every Orca engagement.
Start from the data you already hold
Orca works from the financials already on your clients' books. No new systems, no data project, just deeper insight from what you have.
Grow the business, don't just file it
Move past this year's return to what the business is worth and how to build it, the advisory owners actually want from someone they trust.
Orca does the deep dive
Orca works the numbers into a roadmap built around each client's goals and values. Your time goes to the relationship and the conversation, not the spreadsheet.
Stay essential as compliance automates
As routine compliance gets commoditized, advisory is where firms keep their seat at the table, and Orca is how you get there without building it from scratch.
Scope & Oversight
Built to be reviewed, not just believed.
Orca is a holistic advisory operating system that helps you see needs, guide priorities, and coordinate expertise. Current-year tax planning, forecasting, bookkeeping, and other specialized work stay with your firm. Firm advisory training, shared context, and manager review keep every engagement under your firm's oversight.
Client data is encrypted and protected with two-factor authentication. Our architecture is built to SOC 2 standards, and we are working toward completing a SOC 2 audit.
Questions firms ask.
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.