Books and Strategy LLC by Kaitlin Lacey

Bookkeeping, Invoicing, and Bill Pay Services

quickbooks online certified proadvisor badgeProviding solutions for bookkeeping, invoicing, bill pay, reporting, and confident cash flow. Serving entrepreneurs, small businesses, and non-profits in Charlotte, NC and beyond.

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“I’ve been working with Kaitlin Lacey since 2019. Kaitlin has been providing business coach to me for that entire time. We are currently experiencing the best year in our history in both net profit and sales. Kaitlin’s business savvy and experience have been invaluable to us through the pandemic. Before we hired Kaitlin our Quickbooks data was a total mess. Now Kaitlin reconciles our accounts at the end of each month and we have accurate numbers to review at the end of month. Our CPA receives accurate information to prepare our year end tax returns. I highly recommend Kaitlin for both business coaching and Quickbooks help.”
David Stollmack

Small Business Owner, Audio Video Charlotte

“Kaitlin has been a literal Godsend to me and my business. She finds ways to be helpful that one would never expect of a Bookkeeper. When setting up my books, she made recommendations to save me money and worked through my business strategy. She made sure she understood my business, my services, and my values. 
During COVID -19 crisis Kaitlin found loans and grants for me to apply and made sure I understood the ever changing policies. She checked in regularly and coached me through different thought processes to make up income I was losing. Her expertise in bookkeeping combined with her compassion as a coach makes her an invaluable contributor to my company and my success.”
Gin Burchfield

CYHC, LMBT, CYT, Pure Life Massage & Ayurveda

“I’ve been working with Kaitlin since 2016. Since hiring her, my profits have grown exponentially. She has always maintained my books in an accurate and timely manner which has reduced my stress and allowed me to focus on growing my business. Kaitlin’s extensive expertise in Quickbooks only scratches the surface of her abilities. As a coach, she consistently guides me to make smart financial decisions. Most recently, she helped me to navigate the complexities of applying for pandemic financial assistance with the SBA. Due to her research and guidance, I was able to obtain both an EIDL and PPP loan and she is now assisting me to properly appropriate these funds in order to apply for loan forgiveness. More than a great bookeeper and coach, Kaitlin has become an essential worker on my team!”
Cara Truitt

Studio Owner, Be Yoga

Services

How Books and Strategy can help

Bookkeeping

Providing bookkeeping and statement management. Messy books? Don’t stress for another minute. Books and Strategy will sort them out for you! 

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.

Reporting

Get the info that you need to make good decisions. Custom reports on the metrics that provide the best visibility into your business.

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.

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