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Roca Advisors LLC

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Overview

$1,000+

Min Project Size

2 - 9

Employees

2023

Year Founded

ABOUT ROCA ADVISORS LLC

Financial leadership for scaling businesses

ROCA Advisors is a Finance-as-a-Service company that offers bookkeeping, financial reporting, and fractional CFO services to small and medium-sized enterprises. We assist business owners in transforming their financial information into clear, actionable insights, empowering them to make informed decisions and grow strategically. Our method integrates accurate bookkeeping with proactive planning, encompassing KPI tracking, budgeting, and cash flow management. We function as an involved financial partner, providing clients with the clarity, organization, and financial guidance they require, all without the expense of hiring a full-time CFO.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$1,000+

Min Project Size

2 - 9

Employees

2023

Year Founded

Services
Focus
Industries
Clients
Services Provided
40% Bookkeeping Services
30% Financial Reporting
30% CFO Services

About the Team

OUR STORY
Our Journey: ROCA Advisors was established to provide expanding businesses with a deeper understanding of their finances, extending beyond standard accounting services. We integrate bookkeeping, financial reporting, and part-time CFO assistance to transform financial information into clear, actionable recommendations. Our methodology surpasses compliance by introducing KPI monitoring, budgeting, and cash flow management. We enable business owners to enhance visibility, reinforce their financial framework, and make informed decisions that foster sustainable and scalable growth.

Projects & Clients

Project Size & Rate
Minimum Project Size

$1,000+

Locations

Headquarters

16205 San Pedro Avenue

San Antonio, Texas, United States 78232
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