Business Details
Trusted Accounting & Bookkeeping Services in Charlotte
Caja Holdings is a full-service accounting and bookkeeping firm dedicated to providing professional, experienced, and affordable financial solutions. With a focus on small businesses, executives, and independent professionals, we offer a wide range of services including fractional CFO support, payroll management, cash flow analysis, and strategic business planning. Our team combines decades of industry experience with personalized attention, ensuring clients receive tailored guidance to navigate financial challenges and drive growth.Licensed in North Carolina, we prioritize client relationships, maintaining strict confidentiality while delivering actionable insights. Our expertise in QuickBooks setup and training, tax strategies, and internal controls positions us as a trusted partner for businesses seeking operational efficiency and long-term success. Through a commitment to excellence, we empower clients to focus on their core operations while we handle their financial needs with precision and integrity.
Services
Small Business Accounting
Payroll Services
Cash Flow Management
Bank Financing
Strategic Business Planning
Non-Profit Accounting
Internal Controls
QuickBooks Setup
QuickBooks Training
Tax Problem Resolution
Highlights and features
- We offer 25+ years of accounting expertise through our CEO's leadership.
- Our team provides personalized QuickBooks setup and training tailored to business needs.
- We deliver cost-effective fractional CFO services with strategic financial guidance.
- Our client-focused approach ensures strict confidentiality and dedicated support.
- We implement proven internal controls to prevent fraud and increase profitability.
What people say
Expert guidance
Time-saving solutions
Personalized attention
Highly recommend
Financial clarity
Services
Fractional CFO Services
Our Fractional CFO Services provide growing businesses with experienced financial leadership at a fraction of the cost of a full-time executive. We deliver strategic planning, cash flow analysis, and profitability optimization while implementing robust financial controls. Clients gain access to expert decision-making support and customized growth strategies tailored to their industry-specific needs.
Small Business Accounting
We manage complete accounting cycles for small businesses, including financial statement preparation, accounts payable/receivable tracking, and tax compliance. Our services ensure accurate record-keeping and real-time financial insights to support informed business decisions while maintaining strict regulatory compliance and audit readiness.
QuickBooks Setup
Our QuickBooks Setup service configures accounting systems tailored to business requirements, ensuring proper chart of accounts structure and workflow automation. We optimize software functionality for specific industry needs and provide ongoing support to maximize efficiency in financial management processes.
Payroll Services
We handle complete payroll processing including tax calculations, direct deposits, and regulatory filings. Our services ensure compliance with federal and state requirements while saving business owners time through automated payroll solutions and accurate employee payment processing.
Strategic Business Planning
Our strategic planning services develop actionable roadmaps for business growth, including financial forecasting, budget creation, and performance analysis. We help organizations clarify objectives, identify growth opportunities, and implement measurable strategies for long-term success.
People
Carolina Aponte
CEO
With 25+ years of experience, Carolina Aponte leads Caja Holdings as CEO, providing fractional CFO services to multi-million-dollar companies. A certified Goldman Sachs entrepreneur, she specializes in strategic financial management for law firms and nonprofits.
Luis Miranda
Director of Operations
Luis Miranda brings 15+ years of leadership experience to Caja Holdings, overseeing operations with strategic vision. His expertise ensures consistent delivery of high-quality accounting services while maintaining efficient internal processes.
Maria Navarro
Accounting Specialist
Maria Navarro combines accounting expertise with attention to detail, helping clients make informed financial decisions. She works closely with Carolina Aponte to deliver consistent accounting results for small businesses.
Fatima Navarro
Payroll Specialist
Fatima Navarro manages accounts receivable and payroll with precision, meeting client deadlines efficiently. Her dedication ensures smooth financial operations for Caja Holdings' growing client base.
Lakeshia Thomas
Accounts Payable Specialist
Lakeshia Thomas leverages QuickBooks expertise to manage client expenses effectively. Her organizational skills contribute to maintaining accurate financial records and timely payment processing.
Questions
What accounting services does Caja Holdings offer?
We provide small business accounting, payroll processing, cash flow management, strategic planning, and QuickBooks support for businesses and nonprofits in Charlotte, NC.
Do you offer QuickBooks training and setup?
Yes, our QuickBooks specialists provide complete software setup, customized training, and ongoing support to help businesses maximize accounting efficiency.
Can you help with tax problems?
We assist businesses and individuals in resolving tax issues with the IRS, including payment plan negotiations and compliance solutions.
What is fractional CFO service?
Our fractional CFO service provides part-time financial leadership for growing businesses, offering strategic planning, profitability analysis, and financial controls at reduced costs.
Do you work with nonprofit organizations?
Yes, we specialize in nonprofit accounting, ensuring proper revenue/expense classification and compliance with IRS tax-exempt requirements.
How do you handle payroll processing?
We manage complete payroll cycles including tax calculations, direct deposits, and regulatory filings while ensuring compliance with federal and state requirements.
