Strategic Fractional CFO Services for 7-Figure Founders.

The instincts that got you to $1M won't get you to $10M. You need an embedded financial co-pilot to manage cash flow, model growth, and bring C-Suite clarity to your leadership team.

Juan Carlos Rodriguez, CEO of ROCA Advisors
A True Partnership

We Aren't Consultants Who Leave You With a $30k Bill and a PDF.

Most Fractional CFO firms work like this:

Month 1

They audit your business, interview your team, analyze your financials

Month 2

They deliver a beautiful 50-page strategic plan

Month 3

They say "good luck implementing this" and leave you with a $30,000 bill

Month 4

The plan is sitting in a drawer because you don't have time to execute it and they're gone.

That's consulting. It's not partnership.

We don't just advise. We execute beside you. We're in your weekly leadership meetings. We build the models. We set up the systems. We do the work, not just tell you what work needs doing.

We provide leadership for your entire financial ecosystem. We bridge strategy and execution, overseeing everything from bookkeeping integrity to board-level reporting. When data issues arise, we manage the resolution. We ensure your financials stay prepared for big milestones, including investor-ready presentations.

We're available between meetings. That acquisition opportunity that just came up? Text us. That investor call next Tuesday? We'll prep you. That cash flow question keeping you up at night? We'll walk you through it tomorrow morning.

This is what "embedded partnership" actually means. We're not visitors. We're part of your leadership team.

Woman in front of CFO reports
Lo que obtienes

Qué aspecto tiene realmente una asociación de directores de finanzas

Un director financiero fraccionado es un ejecutivo financiero experimentado que trabaja con su empresa a tiempo parcial y proporciona el mismo liderazgo estratégico que un director financiero a tiempo completo, pero sin el salario, los beneficios y los gastos generales de 150 000 a 250 000 dólares. Obtiene experiencia de nivel ejecutivo cuando la necesita, adaptada a su negocio.

Planificación estratégica (hacia dónde va)

Stop guessing. We build 3-year roadmaps and model out the exact impact of your next major hire or acquisition.

Administración de efectivo (cómo llegar allí)

Revenue is vanity; cash is reality. We run rolling 13-week forecasts so you never have a "profitable but broke" panic moment.

Sistemas y procesos (haciéndolo sostenible)

When you need to raise capital or negotiate an exit, we prep the data, build the deck, and sit next to you in the meeting.

Real Results.

Businesses that got their finances right

Juan Carlos provided innovative financial solutions for my startup. He is fast, responsive, and quality-driven.
Omar
Omar M.
Product Manager
Working with Juan Carlos was a great experience. His financial and organizational strategies are invaluable.
Christina A.
Cristina A.
General Manager
An indispensable asset who fixed gross mismanagement with excellent intuition and organizational skills. Highly recommended.
Matthew T.
COO, Formatic Property Management
Who This Is For

Are You Ready for a Fractional CFO?

See what separates real partnership from the rest

This probably isn't the right fit if you:
Use other ERPs besides QBO or Xero
Are looking for someone to work full-time on your business
Just need someone to file your taxes (call a CPA—we partner with them, not replace them)
Want the cheapest option (we're not the cheapest, we're the "I want this done right" option)
This service is perfect if you:
Run a Small or Medium Business in the US. (Consulting, coaching, real estate, creative services, hospitality, etc.)
Are currently doing your own bookkeeping and hate every minute of it
Have had a CPA tell you your books are "not ready" for taxes
Want to actually understand your financials, not just file them away
Are ready to stop feeling anxious about money

Let's See What Mess We're Working With (No Judgment, We Promise).

Book a free 15-minute Financial Health Checkup. You'll share your QuickBooks screen with Juan Carlos (or don't—just tell us what's going on). We'll diagnose the issues, give you an honest assessment, and show you the path from chaos to calm.

Just straight talk about what needs fixing and what it'll take.

Juan Carlos Rodriguez, CEO of ROCA Advisors

Schedule Your Consultation

Pick a time below to chat with Juan Carlos. We’ll diagnose the issues, give you an honest assessment, and show you the path from chaos to clarity.

Reserva tu llamada