Financial Clarity You Can Trust.
Accounting, tax, payroll, and advisory services for individuals and small businesses. Personalized, bilingual, and built on integrity.
Our Services
Accounting & Bookkeeping
Accurate bookkeeping, account reconciliations, month-end close support, and financial reporting to keep your records clear and reliable.
- Bookkeeping
- Bank Reconciliations
- Financial Statements
- Month-End Close Support
- General Ledger Maintenance
- Financial Reporting
Tax Services
Individual and business tax preparation, strategic tax planning, and proactive guidance to help you stay compliant and optimize outcomes.
- Individual Tax Returns
- Business Tax Returns
- Tax Planning
- Tax Compliance
- Estimated Tax Payments
- IRS Correspondence Assistance
CFO & Financial Advisory
Budgeting, forecasting, cash flow management, and KPI reporting to help you make confident financial decisions.
- Budgeting
- Financial Forecasting
- Cash Flow Management
- KPI Reporting
- Financial Analysis
- Strategic Planning
Payroll Services
Reliable payroll processing, tax filings, employee reporting, and compliance support.
Business Consulting
Advisory focused on operational efficiency, growth, and long-term strategic planning.
- Business Process Improvement
- Profitability Analysis
- Growth Planning
- Operational Efficiency Reviews
- Financial Management Support
Digital Transformation & Automation
We help you modernize how your business runs day to day: less manual work, faster answers, and a better experience for your clients.
- Automation of repetitive internal processes
- Custom financial dashboards & reports
- Customer service chatbots
- System integrations
Why Choose ROCAFAM
Personalized Service
Every client gets solutions tailored to their specific needs and goals.
Bilingual Support
Professional services available in both English and Spanish.
Strategic Financial Guidance
Insights that help you make informed decisions with confidence.
Commitment to Integrity
Honesty, transparency, and the highest ethical standards, always.
Solutions for Every Stage
From tax returns to business advisory, we support individuals and small businesses at every stage of growth.
About ROCAFAM
At ROCAFAM Accounting & Advisory LLC, we combine deep financial expertise, strategic business insight, and a commitment to personalized client service. Founded on the principles of Integrity, Vision, and Purpose, our firm is dedicated to helping individuals and small businesses navigate financial complexity with confidence.
Our Mission
To provide individuals and small businesses with trusted accounting, tax, payroll, and advisory services that promote financial clarity, sustainable growth, and long-term success.
Our Vision
To be a trusted financial partner recognized for integrity, strategic insight, and personalized service.
Our Values
- Integrity: We operate with honesty, transparency, and the highest ethical standards.
- Vision: We help clients look beyond the numbers and make informed decisions for the future.
- Purpose: We believe financial guidance should empower individuals and businesses to achieve their goals with confidence.
Meet Our Team
Adriana Carballo, MBA
Adriana Carballo is an accomplished business leader with more than 10 years of experience in organizational development, employee engagement, project management, learning and development, and strategic program leadership. She has successfully led large-scale transformation initiatives, culture and engagement programs, capability development strategies, and change management efforts that have improved organizational effectiveness and employee performance. Adriana holds dual MBA degrees in Business Administration and Human Resources Management, along with advanced specializations in Project Management and Organizational Wellness.
Fernando Rodriguez, CPA, EA, MBA, AFP
Fernando Rodriguez is a finance and accounting executive with more than 15 years of experience leading accounting, financial planning and analysis, forecasting, compliance, and business transformation initiatives across multinational organizations. Fernando is a Certified Public Accountant (CPA), an Enrolled Agent (EA) authorized to represent taxpayers before the Internal Revenue Service (IRS), and holds dual MBA degrees in Business Administration and Corporate Finance.
Together, Fernando and Adriana bring a unique combination of financial expertise, business leadership, operational excellence, and strategic advisory experience. At ROCAFAM, we believe every client deserves personalized attention, practical solutions, and trusted guidance.
Technology Partner
ROCAFAM's website, virtual assistant, and client automation are built and maintained by AB Intelligence, our technology partner.
AB Intelligence builds custom software, AI-driven automation, chatbots, and dashboards for small and mid-sized businesses across industries. ROCAFAM is one of the businesses already putting that work to use.
Get in Touch
Tell us a bit about what you need and we'll follow up shortly.