Books and Strategy LLC by Kaitlin Lacey
Bookkeeping, Invoicing, and Bill Pay Services
Providing solutions for bookkeeping, invoicing, bill pay, reporting, and migration from QB Desktop to Online. Serving entrepreneurs, small businesses, and non-profits in Charlotte, NC and beyond.
Services
How Books and Strategy can help
Bookkeeping
Messy books? Don’t stress for another minute. Books and Strategy will sort them out!
Bill Pay for Confident Cash Flow
Books and Strategy can schedule your bill payments to help manage cash flow, and keep your vendors happy!
Invoicing
Are you behind on sending invoices to your clients? Let us do it for you! We’ll send them out and follow up so you get paid promptly.
Migration
Need to migrate your files to Quickbooks Online from Desktop or another software? We’ve got you covered.
About Me
Kaitlin Lacey
Kaitlin is a Platinum Quickbooks Certified ProAdvisor who has over 15 years of experience in running small businesses. She holds a BS in Business Administration from Fordham University with a focus in Finance. Kaitlin loves helping create efficiencies to reduce expenses, and feels passionate about helping her clients build financial well-being.
Her experience in small businesses, both brick and mortar and e-commerce, has shown her that accurate reporting, careful bookkeeping, budgeting, and well managed cash flow can make the difference between constantly feeding a money pit and having a successful, sustainable entity.
Kaitlin lives in Charlotte, NC with her husband, daughter, and cat.