Local Juicery: Building a Financial Pathway for Sustainable Growth

The Challenge
Local Juicery is a Latino-owned business in Chattanooga, owned by Luis, Gisella, and their family. Up until we started working with them, they had been managing QuickBooks on their own. Over time, it became difficult to get a clear and accurate view of the company’s financial health. They knew they needed support to clean up their records, improve financial practices, and build a solid foundation for long-term growth.

Luckily, we had connected with them through a program at Urban League of Greater Chattanooga, so we found a special opportunity to work together.

The Approach
Our goal with Luis and Gisella was to help build a solid financial strategy and foundation that would set their business on the right course. Over the course of a year, we worked closely with them to clean up their books, ensure past records accurately reflected the business, and strengthen their financial processes. Once that financial foundation was in place, we connected them with a bookkeeper to maintain their records moving forward.

We also helped them secure a loan through the Community Foundation of Greater Chattanooga Accelerator Loan Fund, providing capital for future growth and infrastructure. Today, we continue to serve as a financial advisor, helping the team understand their numbers and stay on a path toward long-term prosperity.

The Outcome
With organized financials, a clear growth strategy, and access to new capital, Local Juicery is in its best position yet for sustainable success. Our ongoing financial strategy partnership ensures they have the clarity, tools, and support they need to make confident business decisions.