Books and Strategy LLC 
Bookkeeping, Invoicing, and Bill Pay Services

“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.”

“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.”

“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!”