ROCA Advisors is revolutionizing how small businesses handle finances by providing personalized, high-touch financial services with a focus on clarity and peace of mind.
Owning and running a small or medium-sized business is no small feat. With day-to-day operations demanding attention, the financial side can easily slip into chaos—leading to disorganized books, lack of financial visibility, and unnecessary stress, especially around tax season. For many business owners, it’s a nightmare that keeps them up at night. But for Juan Carlos Rodriguez and his team at ROCA Advisors, it’s a challenge they’re determined to solve.
ROCA Advisors, a boutique financial services firm, is on a mission to help small business owners take back control of their finances. Specializing in bookkeeping, financial reporting, and fractional CFO services, the firm’s approach is different from traditional accounting services. They don’t just record numbers—they organize them to provide clarity, strategic insights, and a roadmap for sustainable growth.
Founded by Juan Carlos Rodriguez, an experienced finance professional with an MBA, ROCA Advisors focuses on serving professional service businesses in need of more than just compliance. With a proactive, hands-on model, the firm offers personalized service that goes beyond the typical transactional relationship seen with many accounting firms. For Juan Carlos, it’s about building long-term partnerships that help businesses thrive.
A Unique Approach to Small Business Finances
In the world of finance, many small business owners struggle with messy books that create confusion and prevent them from making informed decisions. These disorganized finances often lead to stress, wasted time, and the inability to track key performance indicators (KPIs) that could propel their businesses forward.
Juan Carlos understood the pain that business owners face because he had seen it firsthand. “I started ROCA Advisors after years of watching small business owners—especially in professional services—lose sleep over their financials,” says Juan Carlos. “I wanted to offer a better, more strategic alternative to traditional accounting firms that weren’t able to offer the proactive support and clarity that small businesses need.”
Unlike traditional accounting services, ROCA Advisors specializes in organizing financial data in a way that provides a clear picture of a business’s performance. By focusing on building clarity around cash flow and KPIs, the firm equips business owners with the tools to make confident decisions and grow sustainably.
“We don’t just clean up the mess. We put systems in place to make sure it doesn’t happen again,” says Rodriguez. “By giving our clients a clear understanding of where their finances stand, we help them sleep better at night knowing their books are in order.”
High-Touch, Personalized Service
One of the biggest differentiators for ROCA Advisors is its commitment to a personalized, high-touch approach. Rather than offering one-size-fits-all solutions, the firm works closely with each client to understand their specific financial challenges, goals, and vision for the future.
This level of personalized service is especially important for small business owners who need more than just a service provider—they need a trusted partner. As Rodriguez explains, “Our clients are not just numbers to us. They are partners, and we treat their businesses with the care and attention they deserve. Our goal is to set them up for success and stay with them as they grow.”
This hands-on support also includes offering fractional CFO services, where business owners can access executive-level financial expertise without the overhead of hiring a full-time CFO. It’s an ideal solution for businesses that need high-level financial strategy but aren’t ready to bring on a full-time finance team.
A Bilingual Approach
ROCA Advisors also stands out for its ability to serve bilingual clients. As a Spanish-speaking firm, they cater to Spanish-speaking business owners across the U.S., Mexico, and Canada—offering both financial expertise and the ability to communicate in a language that many entrepreneurs find more comfortable.
“We’re in a unique position to serve a bilingual community,” says Rodriguez. “Many of our clients appreciate that they can speak to us in Spanish and receive the same high level of service and expertise. It’s all about building trust and making sure our clients feel supported every step of the way.”
Building Trust and Long-Term Relationships
The relationship-driven approach at ROCA Advisors has earned the firm the trust of clients across North America. With an emphasis on proactive communication, the team at ROCA Advisors works to prevent financial problems before they arise, providing business owners with the peace of mind that comes from knowing their finances are in good hands.
“We focus on long-term relationships, not one-off transactions,” says Rodriguez. “We want to be there to support our clients every step of the way—whether they’re starting out, scaling their business, or navigating complex financial challenges.”
It’s this deep commitment to client success that has helped ROCA Advisors build a loyal client base. Business owners know they can reach out at any time for help, guidance, or simply to get a clearer understanding of their financials. “We’re not just fixing problems; we’re preventing them from happening again,” Rodriguez explains.
Helping Business Owners Sleep Better
At the heart of ROCA Advisors’ mission is a simple but powerful goal: to help business owners sleep better at night knowing their finances are in order. By organizing financials, implementing strategic reporting, and offering fractional CFO services, the firm helps business owners reduce stress and gain the clarity they need to make confident decisions.
“Our approach is about more than just numbers,” says Rodriguez. “We give our clients the tools to make informed decisions, improve cash flow, and set themselves up for long-term success.”
With its personalized, high-touch service, bilingual capabilities, and proactive support, ROCA Advisors is redefining what small businesses can expect from a financial services firm. For business owners who are tired of sleepless nights and financial uncertainty, ROCA Advisors offers a solution that brings peace of mind, clarity, and confidence.
To learn more about ROCA Advisors and their services, visit www.rocaadvisors.com. You can also connect with Juan Carlos Rodriguez on LinkedIn.
