The Right Service for You at Every Stage of Your Business
The ROCA Advisors ecosystem was built to be your single, long-term partner. We provide the calm you need today and the clarity you'll need tomorrow. Our system is built around you and will grow with you.
From Clean Books to Strategic Leadership: Choose Your Starting Point.
We meet you where you are—whether you're drowning in DIY bookkeeping chaos or ready for CFO-level strategic planning. Our services are modular and scalable: Start with what you need today, and grow into more as your business evolves.
Fix Years of Messy Books Without the $10K Sticker Shock.
We've heard the horror stories—$10,000+ cleanup quotes that make you want to give up. Our cleanup service is different: transparent pricing, zero judgment, and a side-by-side partnership to untangle everything from misclassified expenses to missing receipts. We'll get you back to zero and set you up so it never happens again.
Best For: Business owners who've fallen behind and need a financial "do-over."
Clean Books You Can Actually Trust.
We take over the chaos—categorizing transactions, reconciling accounts, and building a foundation of IRS-proof books. Then we teach you how to read them. No more Sunday night panic. No more mixing personal and business. Just clean, reliable books and the confidence that comes with them.
Best For: Solopreneurs, consultants, coaches, and small business owners who need to fix the foundation.
Payroll That Actually Gets Done Right (and On Time).
Payroll isn't just about cutting checks—it's about compliance, tax filings, and avoiding penalties. We handle it all: processing, tax deposits, quarterly filings, and year-end forms. You focus on your team; we make sure everyone gets paid correctly and the IRS stays happy.
Best For: Growing teams that need reliable, compliant payroll without the headache.
Investor-Ready Reporting & Strategic Insights.
When banks, boards, or investors ask for your numbers, "I think so" isn't enough. We turn your financial data into professional, board-level reporting packages that tell a clear story of stability and growth. Whether you are raising capital or renewing a line of credit, we give your stakeholders the clarity they demand—and you the confidence to lead the conversation.
Best For: Established businesses with over 1 million per year in revenue ready to scale with strategic clarity.
Your Strategic CFO Partner (Without the $250K Salary)
You're making big decisions—funding, hiring, expansion—but you're flying blind.
You are ready to grow and need access to more in information than your bookkeeper can provide, but you are not ready for a full-time CFO. Our Fractional CFO service gives you executive-level financial leadership on demand: strategic planning, fundraising support, cash flow management, and a partner in the room for every major decision. Think of us as your CFO in the passenger seat—guiding you through growth without the overhead.
Best For: CEOs and founders ready for strategic financial leadership and scalable systems.
What our clients say
Real results from real businesses
Not Sure Where to Start? We'll Help You Find Your Path.
Each service stands alone, but they work better together. Start with one, add another when you're ready. That's the ROCA Advisors way.
"...my books are a mess, I'm stressed about taxes, and I need peace of mind."
You might be here if you:
✓ Mix personal and business expenses regularly
✓ Dread opening your bookkeeping software (or avoid it entirely)
✓ Feel anxiety every tax season about what the IRS might find
✓ Have unreconciled accounts or "mystery transactions"
✓ Recently heard "$10,000 cleanup quote" from your CPA
✓ Can't confidently answer: "Are we even profitable right now?"
✓ Need someone to just take bookkeeping off your plate
You don't need strategy yet—you need foundation. Clean, IRS-proof books that you can trust, a reliable payroll system, and the confidence that comes from knowing your financial house is in order.
We Recommend:
Financial Cleanup - Fix the historical mess (one-time)
Bookkeeping - Keep it clean going forward (monthly)
Payroll - Handle your team without stress (ongoing)
"...I have my books handled, but I'm 'flying blind' on big decisions and need a strategic roadmap."
You might be here if you:
✓ Have clean books but struggle to extract insights from them
✓ Can't confidently answer: "Can I afford this new hire?"
✓ You are looking for outside investment and need to get your business "investor-ready"
✓ Have data but need someone to translate it into strategy
✓ Feel like you're making big decisions with incomplete information
✓ Are ready to scale but need a financial partner in the room
Your books are fine—what you need is strategic clarity. Real-time dashboards, cash flow forecasts, scenario planning, and a CFO-level partner who can guide you through growth decisions with confidence.
We Recommend:
FP&A (Financial Planning & Analysis) - Build your data-driven roadmap
Fractional CFO - Get executive-level strategic partnership
Just Need to Fix a Mess?
Start Here.
Did your CPA find a mess in your books? Are you facing a multi-year cleanup and worried about the cost? We specialize in no-judgment Financial Cleanups to get you IRS-proof and ready for a fresh start.
