Case Study Caisson Turner

Client Overview

Caisson Turner Legal Services is a Newcastle-based law firm specialising in commercial and residential property law, landlord & tenant matters, and property investment services. The firm is regulated by the Solicitors Regulation Authority (SRA), making compliance and accurate financial management essential.

The Challenge

After its previous accountants could no longer provide bookkeeping and VAT return services, Caisson Turner needed a trusted, proven provider to manage its financial operations.

Key challenges included:

• Management of client and office accounts in full SRA compliance.
• Secure and accurate handling of sensitive information, including Land Registry statements.
• Maintaining accurate cashiering, VAT returns, and reconciliations without hiring in-house staff.
• Need for a proactive service to streamline processes and reduce bottlenecks.

Why Cashroom

Caisson Turner chose The Cashroom because:

• Specialist knowledge of legal accounting and compliance with the Solicitor Regulation Authority.
• Flexible, cost-effective outsourcing versus hiring an in-house team.
• Secure workflows for handling sensitive documentation.
• Ability to take over seamlessly after the previous accountant completed their handover.
• A proactive service model that reduces delays and ensures timely, accurate financial management.

The Solution

The Cashroom implemented a tailored service to meet Caisson Turner’s needs:

• Set up secure processes.
• Took over cashiering and VAT returns, and reconciliations following handover.
• Provided a proactive service that anticipates and resolves issues before delays occur.
• Delivered a secure and fully compliant cashroom service without the need for in-house staff.

The Outcome

Partnering with Cashroom has enabled Caisson Turner to:

• Access a more affordable solution than hiring in-house staff.
• Benefit from a dedicated team of specialists supporting the firm’s finance and compliance needs.
• Reduce delays and streamline processes, freeing up time to focus on client work.
• Gain peace of mind, knowing that financial administration is accurate, compliant, and proactive.

Client Feedback

Onboarding with Cashroom was first class. The Cashroom team excelled at quickly understanding both the broader picture and the finer details of our operation. Their knowledgeable personnel, with first-hand experience of SRA requirements, were able to suggest meaningful improvements to our processes. The high standard set at the outset has been consistently maintained throughout our working relationship.

Alex Westwood | Caisson Turner