5.0
Average rating
5
Client Reviews
$2.5K to $10K
Monthly Retainer
$1M
Minimum Annual Revenue
$10M
Minimum Annual Income
What Our Clients Say
5.0
5 Client Reviews
User
September 3, 2025
Current client since 2023
5.0
Reason for working with ROCA Advisors
Great reputation.
Experience working with ROCA Advisors
“ROCA has been an invaluable resource. Juan Carlos approached my disorganized accounting with patience and expertise, transforming it into a well-structured system. His professionalism, clear guidance, and attention to detail have given me confidence and clarity in managing my finances.”
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
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
Cristina Aguilar
August 8, 2025
Current client since 2024
5.0
Reason for working with ROCA Advisors
We were looking for an outside consultant to opitimize our business process from first client contact to finalize the operation. Also to build a team structure that help us to be more organized in our daily operation
Experience working with ROCA Advisors
Juan Carlos is always very responsive with all the questions we have troughout the consulting process, being proactive and focused on the best strategy to grow our business. His level of organization has been very helpful in desicion making. He is very reliable and professional. Looking forward to keep learning from Juan Carlos and his team
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
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
$1,000,000
Minimum Annual Income
$10,000,000
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
✔ Financial Systems Implementation
✔ Financial Modeling
✔ Capital Structure Planning
✔ Process Optimization
✔ Risk Management
✔ Strategic Decision Support
✔ Growth Planning
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.
Disclaimer
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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