Fractional CFOBookkeeperAccountant

    ROCA Advisors

    Fractional CFO

    Your On-Demand CFO

    San Antonio, Texas5 years in business2 employees$1M+ revenue minimum

    About ROCA

    ROCA Advisors – Finance as a Service (FaaS) for Growing Businesses At ROCA Advisors, we help small and medium-sized businesses take control of their finances without the overhead of a full-time finance team. Our boutique firm specializes in bookkeeping, financial reporting, and fractional CFO services, giving business owners the clarity they need to make confident decisions and the support to scale sustainably. We work closely with founders and leadership teams to clean up messy books, improve cash flow visibility, and implement KPI-driven reporting that drives growth. Unlike traditional accounting firms, we go beyond compliance—acting as a strategic partner who understands your business and helps you plan for the future. Whether you're struggling with financial organization, need better insights to guide your decisions, or want to take your company to the next level, ROCA Advisors provides the tools, expertise, and hands-on support to get you there. Your business deserves more than just numbers—it deserves clarity, strategy, and growth. At ROCA Advisors, we work best with small and medium-sized business owners who want to take control of their finances but don't have the time or resources to build a full in-house finance team. Our ideal clients are typically in professional or retail service industries—consultants, marketing agencies, property managers, salons, and similar businesses—who may already have bookkeeping in place but need clearer insights, better reporting, and strategic financial guidance. They value organization, transparency, and proactive advice, and they're ready to use financial data to make smarter decisions and grow. Whether you're dealing with messy books, struggling with cash flow, or looking to scale confidently, we're here to help you get there.

    Services offered

    Board & Investor RelationsBusiness ValuationsCapital Structure PlanningCash Flow ManagementFinancial ModelingFinancial Strategy DevelopmentFinancial Systems ImplementationFundraising SupportInvestor Pitch DevelopmentMergers and AcquisitionsProcess OptimizationRisk Management

    Client specialties

    Industries served

    ConsultingHospitalityMedia & EntertainmentNonprofit OrganizationsReal EstateTechnology & Software

    Pricing

    Hourly Rate — $100–$250/hour: null || Monthly Retainer — $2,500–$10,000/month: null

    2 packages · $100–$10k/hr

    Minimums: $1M+ revenue