Business Details
11 Years
experience
Trusted Accounting & Bookkeeping Services in Charlotte, NC
Caja Holdings is a full-service accounting and bookkeeping firm headquartered in Charlotte, NC. Founded in 2015, our team of seasoned professionals brings decades of combined experience in financial consulting, tax compliance, and business strategy. We specialize in delivering tailored solutions for small businesses, including fractional CFO services, payroll management, QuickBooks integration, and cash flow optimization. Our approach emphasizes personalized service, technical expertise, and proactive financial guidance to help clients navigate challenges and achieve sustainable growth. Backed by a track record of successful case studies, we prioritize long-term client relationships built on trust, transparency, and results-driven outcomes.Our commitment to continuous innovation ensures clients receive up-to-date insights into evolving accounting standards, tax regulations, and business practices. By maintaining strict confidentiality and implementing robust internal controls, we provide peace of mind while clients focus on core operations. Recognized through industry awards and community leadership, we remain dedicated to advancing financial literacy and empowering businesses through strategic advisory services.
Services
Small Business Accounting
Payroll Processing
Fractional CFO Services
QuickBooks Setup
Strategic Business Planning
Bank Financing
Non-Profit Accounting
Internal Controls
Cash Flow Management
Tax Problem Resolution
Details
- Year established: 2015
Highlights and features
- We have over 25 years of experience in accounting and financial consulting
- Our team includes certified professionals with specialized expertise in small business finance
- We implement robust internal controls to prevent fraud and ensure financial accuracy
- Our fractional CFO services provide executive financial leadership at a fraction of full-time costs
- We maintain strict confidentiality while delivering personalized, actionable financial guidance
What people say
Expert accounting
Responsive service
Saved time
Improved profitability
Excellent service
Services
Fractional CFO Services
Fractional CFO Services provide executive financial leadership without full-time executive costs. Our experienced professionals deliver strategic guidance for business growth, cash flow optimization, and financial decision-making. This service offers tailored support for companies needing expert oversight during critical growth phases or transitional periods.
Small Business Accounting
Comprehensive accounting solutions for small businesses handle bookkeeping, financial reporting, and tax compliance needs. Our services ensure accurate records, timely financial statements, and proactive tax planning while allowing business owners to focus on core operations without financial management distractions.
QuickBooks Setup
Our QuickBooks Setup service optimizes accounting software for business-specific needs. This comprehensive solution includes system configuration, data migration, and staff training to maximize software efficiency while ensuring accurate financial tracking and reporting capabilities across all business operations.
Payroll Processing
Full-service payroll processing handles employee compensation, tax filings, and compliance requirements. This solution eliminates payroll burdens through automated calculations, timely tax deposits, and comprehensive reporting while ensuring regulatory compliance and reducing employer liability risks.
Strategic Business Planning
Strategic business planning services develop actionable roadmaps for growth and sustainability. Our approach combines industry expertise with financial analysis to create customized plans addressing market positioning, operational efficiency, and long-term financial objectives that drive measurable business outcomes.
People
Carolina Aponte
CEO
With over 25 years of accounting experience, Carolina founded Caja Holdings after leading financial operations for multi-million dollar firms. A Goldman Sachs-certified entrepreneur, she holds multiple industry awards and authored 'Pave Your Own Way' on professional success strategies.
Luis Miranda
Director of Operations
Bringing 15+ years of operations leadership, Luis oversees Caja's service delivery with strategic vision. His expertise in process optimization ensures clients receive consistent, high-quality financial services while maintaining operational excellence across all departments.
Maria Navarro
Accounting Specialist
Maria combines technical accounting expertise with meticulous attention to detail. Her analytical approach helps clients make informed financial decisions while maintaining accurate records that support long-term business growth and compliance requirements.
Fatima Navarro
Accounts Receivable and Payroll Specialist
As a dedicated payroll specialist, Fatima manages financial transactions with precision. Her organizational skills ensure timely payroll processing and accurate accounts receivable management, maintaining smooth financial operations for Caja's clients.
Lakeshia Thomas
Accounts Payable Specialist
Lakeshia brings QuickBooks expertise and household management skills to client accounts. Her systematic approach to accounts payable maintains clients' expense records accurately while optimizing cash flow management through strategic payment scheduling.
Questions
What services does Caja Holdings offer for small businesses?
We provide comprehensive solutions including accounting, payroll processing, fractional CFO services, QuickBooks setup, strategic business planning, and tax compliance for small businesses in Charlotte and surrounding areas.
How can fractional CFO services benefit my business?
Our part-time CFO services offer executive financial expertise at reduced costs, providing strategic guidance for growth, improved financial decision-making, and optimized cash flow management without full-time executive expenses.
Do you offer QuickBooks support and training?
Yes, we provide QuickBooks setup, configuration, data migration services, and customized training to help businesses maximize software capabilities for improved accounting efficiency and accurate financial tracking.
How do you handle tax issues and IRS problems?
Our team assists with tax resolution, representing clients before the IRS to resolve outstanding issues while implementing compliance strategies that prevent future tax-related challenges for businesses and individuals.
Can you work with non-profit organizations?
We specialize in non-profit accounting, ensuring compliance with IRS requirements through proper revenue and expense classification while maintaining tax-exempt status and preparing required financial documentation.
What makes Caja Holdings different from other accounting firms?
We combine deep accounting expertise with personalized service, focusing on strategic financial guidance rather than just number crunching. Our team's industry recognition reflects our commitment to exceptional client support and business growth solutions.
