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Our Work - Case Studies

Our Work - Case Studies

Success Story #1

Background

A mid-sized law firm in Charlotte, NC made up of 3 partners and 12 junior attorneys sought out Caja Holdings’ financial consulting and bookkeeping services to establish new, clear accounting processes that would allow the firm to expand.

Challenge

While the firm had made significant progress in establishing itself as a leader in multiple practice areas, disorganized bookkeeping had left the attorneys scrambling to cover basic expenses and realize their potential. In the four years since it was founded the firm had already experienced significant turnover with partners and staff.

Execution

In February 2015 Caja Holdings stepped in to clean up and get the 2014 books up to date. Drawing from decades of experience, Caja developed one-of-a-kind processes for fee distribution and tracking. In addition, Caja set up accounting checks and balances to eliminate the possibility of fraud.

Results

After 90 days on the account, the firm was breaking even. Since taking over the accounting in February 2015, efficient and productive bookkeeping has allowed the firm to grow in numerous ways. Today, the firm employs 22 staff and attorneys, six more than when Caja Holdings stepped in. Further, in the most recent year the law firm made $2.3 million in gross revenue, up from an average of $700,000 in the previous years.

Success Story #2

Background

A national event planning company based in Charlotte, NC in the process of rebuilding after the Great Recession hired Caja Holdings to get control of the books and organize the accounting process. In addition to planning large-scale events, the company also manages an event location.

Challenge

A multi million-dollar event planning company was in the process of rebuilding after suffering tremendous losses during the height of the Great Recession. In order to rebuild, the owner realized he needed to hire Caja Holdings to get the books in order, and manage them on a monthly basis in order to focus on growing the business.

Execution

Caja Holdings implemented a number of accounting practices in phases. With the new streamlined process, not only were the books in order, the company was starting to grow and on track to reach pre-recession revenue.

Results

In the first 90 days, the books were in order and Caja Holdings successfully sold additional consulting services to the owner. In 2015 the company brought in $800,000 in revenue and so far this year, the company has surpassed that to reach $900,000. As a result of the work Caja Holdings has accomplished, the owner has been able to step out of the day-to-day management of his business to focus more on speaking engagements and leading workshops across the country. 

Welcome to Caja Holdings Accounting & Bookkeeping firm in NC.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (704) 951-4126. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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