Books and Strategy LLC
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.
“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!”
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 nearly 20 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 their dog.
