ABOUT

At ROCA Advisors, we help small and medium-sized businesses bring clarity and control to their finances—starting with accurate, reliable bookkeeping as the foundation. Our virtual, full-service bookkeeping solutions keep your books organized, up to date, and ready for whatever comes next, whether that’s tax season, a funding opportunity, or a big growth decision.

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But we don’t stop there. Many clients start with bookkeeping and stay with us as their needs evolve. Through our Financial Planning & Analysis (FP&A) and Fractional CFO services, we provide deeper insights, reporting, and forward-looking financial strategies—helping business owners understand their numbers, plan for the future, and make confident decisions.

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Our team works across the U.S., Canada, and Mexico, combining modern technology with a personal, approachable style. Whether you need help catching up on your books, setting up systems for the first time, or building a financial roadmap for growth, ROCA Advisors is your partner in turning financial chaos into clarity.