5.0
Average rating
4
Client Reviews
N/A
Pricing
What Our Clients Say
5.0
4 Client Reviews
Omar Mourad
August 6, 2025
Current client since 2024
5.0
Reason for working with ROCA Advisors
I had worked with ROCA Advisors in a previous venture and always remembered how reliable and sharp they were. So when I started building Ryu App, it was an easy decision to bring them on again. I needed a finance partner I could trust—someone who wouldn’t just manage books but actually help me think through the numbers, stay investor-ready, and grow in a structured way. Their finance-as-a-service model gave me the flexibility I needed as a lean startup, without sacrificing the clarity or professionalism you’d expect from a full-time finance team.
Experience working with ROCA Advisors
It’s been excellent. They’re fast, organized, and always on top of the details. What I appreciate most is that they think like entrepreneurs—they understand the pressure of running a startup and adapt accordingly. Whether it’s cleaning up the books, setting up clear reporting, or planning ahead for growth, they’ve been a steady hand behind the scenes. It feels less like hiring a vendor and more like having a true partner in the business.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Aly Massoud
August 7, 2025
Current client since 2025
5.0
Reason for working with ROCA Advisors
From having worked alongside Juan Carlos on a number of projects in our MBA program, it was clear from early on that he is a true finance whiz. A few years after graduation I have begun exploring starting my own venture, and I knew that the ROCA team would have the expertise needed to get the financial & accounting portions of the business plan nailed down.
Experience working with ROCA Advisors
It has been tremendous and the level of service is excellent. Throughout the whole process so far I've seen the team be thoughtful, analytical, and proactive in working with me to identify the ideal revenue model, put together options for raising funds, and creating a multiyear plan to anticipate costs in the short- and long-term so that I can plan accordingly.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Board & Investor Relations
✔ Cash Flow Projections
✔ Financial Strategy Development
✔ Fundraising Support
✔ Investor Pitch Development
✔ Valuation Support
✔ Scenario Planning
✔ Team Structure & Development
✔ Mergers and Acquisitions Support
✔ Growth Planning
✔ Financial Systems Implementation
✔ Financial Modeling
✔ Capital Structure Planning
✔ Process Optimization
✔ Risk Management
✔ Strategic Decision Support
Our Ideal Client Profile
At ROCA Advisors, we work best with small and medium-sized business owners who want to take control of their finances but don’t have the time or resources to build a full in-house finance team. Our ideal clients are typically in professional or retail service industries—consultants, marketing agencies, property managers, salons, and similar businesses—who may already have bookkeeping in place but need clearer insights, better reporting, and strategic financial guidance. They value organization, transparency, and proactive advice, and they’re ready to use financial data to make smarter decisions and grow. Whether you’re dealing with messy books, struggling with cash flow, or looking to scale confidently, we’re here to help you get there.
About ROCA Advisors
ROCA Advisors – Finance as a Service (FaaS) for Growing Businesses
At ROCA Advisors, we help small and medium-sized businesses take control of their finances without the overhead of a full-time finance team. Our boutique firm specializes in bookkeeping, financial reporting, and fractional CFO services, giving business owners the clarity they need to make confident decisions and the support to scale sustainably.
We work closely with founders and leadership teams to clean up messy books, improve cash flow visibility, and implement KPI-driven reporting that drives growth. Unlike traditional accounting firms, we go beyond compliance—acting as a strategic partner who understands your business and helps you plan for the future.
Whether you’re struggling with financial organization, need better insights to guide your decisions, or want to take your company to the next level, ROCA Advisors provides the tools, expertise, and hands-on support to get you there.
Your business deserves more than just numbers—it deserves clarity, strategy, and growth.
At ROCA Advisors, we help small and medium-sized businesses take control of their finances without the overhead of a full-time finance team. Our boutique firm specializes in bookkeeping, financial reporting, and fractional CFO services, giving business owners the clarity they need to make confident decisions and the support to scale sustainably.
We work closely with founders and leadership teams to clean up messy books, improve cash flow visibility, and implement KPI-driven reporting that drives growth. Unlike traditional accounting firms, we go beyond compliance—acting as a strategic partner who understands your business and helps you plan for the future.
Whether you’re struggling with financial organization, need better insights to guide your decisions, or want to take your company to the next level, ROCA Advisors provides the tools, expertise, and hands-on support to get you there.
Your business deserves more than just numbers—it deserves clarity, strategy, and growth.
Ready to take the stress out of your business finances?
Book a free 15-min call to leave with two actionable fixes for your biggest finance headache.
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Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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