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About

Caja Holdings is a full-service accounting and bookkeeping firm in Indian Trail, NC.

The members of Caja Holdings are a group of highly motivated individuals with a personal commitment to excellence in all of our work. As our clients' most trusted business advisor, we feel that it is our responsibility to add long-term value to each relationship - whether you are an entrepreneur starting up a new business, or an established business needing assistance with your books, business systems and procedures.

As our client, you are the most important person in our office. Therefore, your affairs must be addressed in a competent, professional manner with strict confidentiality. We are committed to developing and maintaining long-term, mutually beneficial relationships.

We support your financial performance so you can GROW your business!


About Carolina Aponte, CEO

Image of Carolina Aponte, CEO of Caja Holdings in Indian Trail, NCCarolina Aponte is a seasoned professional with more than 25 years of experience serving clients both large and small. In addition to working as a fractional CFO, Carolina is the owner of Caja Holdings providing outsourced bookkeeping services to multi-million-dollar companies, law firms, and diverse small businesses including local CPA firms and Non-profit organizations.

Carolina began her accounting career working on manual ledgers for a Miami law firm. She graduated from Nova Southeastern University with a degree in Business Management. Afterward, she climbed the corporate ladder at a thriving accounting software company until she moved to North Carolina with her family. There, she used her extensive understanding of tax code, accounting, and business management to start a boutique consulting firm to provide clients practical and effective internal accounting and tax-reporting solutions.

She holds a Goldman Sachs 10,000 Small Businesses Entrepreneurship certificate. Carolina is the recipient of the Latin American Businesswoman 2012 Award in Charlotte, NC, and the 2017 NAWBO Charlotte Rising Star Award. Also, a recipient of The Mecklenburg Times 2019 Phenoms honoree and 2020 50 Most Influential Women in the Charlotte region. She is also 2020-2021 President of the National Association of Women Business Owners Charlotte and a 2019-2020 Woman Business Owner of the year finalist. She is also an award-winning author of "Pave Your Own Way" Thirteen Skills To Create Your Professional Success.


About Cassmer Ward, CPA - Fractional CFO

Cassmer Ward (CPA), Consulting Partner at Nexagy, Inc, has 15+ years of experience as a Financial and Business Leader. With expertise in operational analysis, strategic development/implementation, and entrepreneurship, Cassmer continues to identify and address the critical success factors affecting companies varying in size across many industries.

Cassmer’s refined background as a Chief Executive Officer and Chief Financial Officer, in companies varying in size and industry, has provided companies, in the start-up phase thru those with 20 years of operations, objective insight to what key drivers affect the organization, including:

  • Evaluating what metrics define and measure a company’s success.
  • Developed strategic maps through a resourced based analysis providing a clear understanding of the company’s goals and objectives that can translate from c-suite managers all the way to the support staff.
  • Transformed companies operating with a loss, to profitable companies with steady growth rates by evaluating the market, customer, and competitive advantage(s) being offered.
  • Worked with owners and top level managers to build teams that will position the firm with the market and direct operations to meet their expectations.

With experience and a background in Accounting, Management Leadership, and Management Information Systems, Cassmer has balanced technical and innovative business acumen to provide a road map for clients to meet their objectives. After working with numerous companies over the years, he continues to help companies identify their financial and market position while setting them on a path to success.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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