$200One-time assessment

Your Business Health Check in Under an Hour

Get a quick, comprehensive view of your business performance. See how you compare to industry peers and identify opportunities to improve profitability.

Take the AssessmentSee How It Works

Sample Business Grade

Overall Score: 3.5 / 5

Direction & Leadership
People & Operations
Market & Resilience
Financial Health

What's Included

Everything you need to understand where your business stands today and what you can do to improve.

Business Grade

Scored across 4 key business areas to understand overall health at a glance.

10 Financial Ratios

Key metrics analyzed including profitability, liquidity, and efficiency ratios.

Industry Benchmarking

See how you stack up against peers in your industry and revenue bracket.

Profit Gap Analysis

Identify exactly where you are leaving money on the table with opportunity sizing.

Key Takeaways

Actionable insights you can implement immediately to improve performance.

Improvement Priorities

Clear guidance on what to focus on first based on potential impact to your business.

How It Works

Get your business health snapshot in three simple steps.

01

Discovery

Have a 15-minute conversation with your Orca Advisor so your business is understood.

02

Connect Your Data

Securely link your accounting software or upload financial statements.

03

Get Your Snapshot

Receive your comprehensive business health report with benchmarks and insights.

Why Choose Orca Snapshot?

Get the insights you need without the traditional consulting overhead.

Orca Snapshot
Traditional Consultant
Time to completeUnder 1 hour2-4 weeks
Cost$200$5,000+
Industry benchmarkingIncludedOften extra
Actionable insightsImmediateVaries

Insights That Drive Action

Your Snapshot Assessment doesn't just tell you where you are—it shows you exactly what to do next with prioritized recommendations.

Profit Margin Opportunity

Your gross margin is 8% below industry median. Addressing pricing strategy could add $47K annually.

Cash Flow Warning

Current ratio of 1.2 is below the recommended 1.5. Consider reviewing accounts receivable collection practices.

Financial Performance Analysis

Need More Depth?

Upgrade to Business Insights Assessment

Get a comprehensive deep-dive with business valuation, 16 financial ratios with trends, and a 12-month action plan.

Learn about Business Insights
  • Business valuation estimate
  • 22 assessment areas (vs 4)
  • 16 financial ratios with trends
  • 12-month action plan

Frequently Asked Questions

The entire process takes less than 30 minutes. Once you connect your accounting data and complete the discovery conversation, your report is generated quickly.
We integrate with QuickBooks Online. You can also upload financial statements directly if you prefer. Xero, FreshBooks, and other major accounting platforms integrations are coming soon.
Our platform is SOC2-ready with encrypted data transmission, secure storage, and two-factor authentication.
The Snapshot Assessment is a great starting point. For deeper insights including business valuation, 16 financial ratios with trends, and a 12-month action plan, upgrade to our Business Insights Assessment.
We recommend taking a Snapshot Assessment quarterly to track progress and identify emerging trends. Many business owners use it as part of their regular financial review process.

Ready to See Where You Stand?

Get your Snapshot Assessment for just $200 and start making data-driven decisions today.

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