Elevate your practice with
AI-powered advisory.
Deliver strategic business intelligence that goes beyond the numbers.
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.
Two Ways to Deliver Value
Your clients have different needs at different stages of their journey. Offer both quick-start assessments for regular check-ins and comprehensive deep-dives for strategic planning conversations.
Snapshot Assessment
Quick insights for regular client check-ins
- Business graded across 4 key areas
- 10 key financial ratios analyzed
- Industry benchmarking comparison
- Profit gap analysis with opportunity sizing
- Actionable key takeaways
- Perfect for price-sensitive clients and annual benchmarking
Business Insights Assessment
Comprehensive analysis with strategic roadmap
- Business graded across 22 areas
- Business valuation included
- 16 key financial ratios with historical trends
- Prioritized key takeaways and deep insights
- 12-month action plan
- Ideal for exit planning and strategic growth conversations
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.
Register Your Interest
Learn how Orca Advisor can help you deliver more value to your small business clients.