ROCA Advisors
5.0 stars · 6 reviews · Serves Nationwide · Specializes in Bootstrapped Companies, Growing Companies ($1M–$10M), Pre-revenue Startups
Your On-Demand CFO
Services
- Board & Investor Relations
- Business Valuations
- Capital Structure Planning
- Cash Flow Management
- Financial Modeling
- Financial Strategy Development
- Financial Systems Implementation
- Fundraising Support
- Investor Pitch Development
- Mergers and Acquisitions
- Process Optimization
- Risk Management
Pricing
- Hourly Rate — $100–$250/hour
- Monthly Retainer — $2,500–$10,000 monthly
Reviews
Carlos Ochoa
5 stars
2026-06-20T14:19:28.155299+00:00
Fantastic experience overall. Juan Carlos is highly communicative and always on top of the details. He regularly checks in with my partner and me to clarify any unusual transactions, which ensures our books are always accurate. And when tax season rolls around, he hands everything over to our CPA perfectly organized. He makes the financial side of our business completely stress-free.
Anonymous
5 stars
2025-09-03T12:06:54.177+00:00
“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.”
Cristina Aguilar
5 stars
2025-08-08T20:05:43.038+00:00
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
FRANCESCA REYES
5 stars
2025-08-07T21:54:31.59+00:00
Bringing ROCA Advisors on as our fractional CFO proved invaluable for CEVOYA. Juan Carlos dove straight into our finances, uncovered a hidden fiscal liability, and showed us that our current structure simply couldn’t turn a profit. He helped us plug the cash leaks immediately, guided us through a clean wind-down, and saved us significant penalties and stress in the process. Even though closing the business was a tough call, Juan Carlos’ clarity and hands-on support ensured we walked away with our finances—and peace of mind—intact.
Aly Massoud
5 stars
2025-08-07T16:35:40.229+00:00
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.
Omar Mourad
5 stars
2025-08-06T16:53:30.926+00:00
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.