Business Details
32 Years
experience
Your Trusted Partner for Accounting & Bookkeeping Solutions in New York
Probooks NY was founded in 1994 by William Lee with a mission to empower small businesses through expert financial guidance. Our firm specializes in bookkeeping, financial reporting, and technology consulting, serving clients across New York City and the tri-state area. With over 30 years of experience, we combine advanced automation tools with personalized service to streamline financial operations for restaurants, startups, medical practices, and e-commerce businesses.Our team of certified professionals delivers real-time financial insights, QuickBooks training, and strategic advisory services tailored to each client's unique needs. We prioritize transparency, ethical management, and industry-specific expertise to help businesses optimize cash flow, reduce costs, and achieve sustainable growth. Our commitment to excellence has earned us the trust of over 200 local businesses seeking reliable financial partners.
Services
Bookkeeping
Financial Reporting
QuickBooks Training
CFO Advisory
Workflow Automation
Tax Compliance
Cash Flow Analysis
Accounts Payable Automation
Small Business Coaching
Platform Integration
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of specialized accounting expertise for NYC small businesses
- Our team combines automation technology with personalized financial advisory services
- Industry-specific solutions for restaurants, startups, medical practices, and e-commerce
- Proven track record of helping 200+ local businesses achieve financial growth
- 24/7 support with real-time financial reporting and strategic decision-making tools
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Timely manner
Professionalism
Business tips
Responsive
Attention to detail
Services
Bookkeeping
Our comprehensive bookkeeping services ensure accurate financial records through a combination of advanced automation and expert human review. We manage daily transactions, month-end closings, and tax-ready financial statements while providing real-time visibility into business performance. Our certified professionals handle accounts payable/receivable, payroll processing, and inventory tracking to maintain compliance and support strategic decision-making.
QuickBooks Training
We provide customized QuickBooks Online training to help business owners maximize their accounting software capabilities. Our certified ProAdvisors offer one-on-one sessions, video tutorials, and workflow automation strategies to streamline financial processes. From basic setup to complex integrations with POS systems and inventory management tools, we ensure clients can effectively manage their financial operations.
CFO Advisory
Our outsourced CFO services deliver strategic financial guidance for business growth and operational efficiency. We analyze cash flow patterns, develop financial roadmaps, and implement internal controls to optimize profitability. This service includes budgeting, forecasting, and performance tracking through customized KPIs that help business owners make informed decisions about expansion and resource allocation.
Workflow Automation
We implement automated solutions for financial workflows to reduce manual tasks and improve accuracy. Our integrations connect accounting systems with payroll, POS, and inventory management platforms to create seamless data flow. This service includes automated bank rules, invoice processing, and real-time reporting dashboards that help businesses maintain up-to-date financial records with minimal manual intervention.
Small Business Coaching
Our coaching services combine financial expertise with practical business guidance to help entrepreneurs achieve growth objectives. We provide personalized advice on cash flow management, expense optimization, and operational efficiency while teaching clients to interpret financial statements. This service includes strategic planning sessions and implementation support for financial systems that promote long-term business sustainability.
People
William Lee
CEO & Founder
William Lee founded Probooks NY in 1994 with 30+ years of accounting expertise. He specializes in small business financial strategy, QuickBooks implementation, and workflow automation. His leadership focuses on delivering value-based solutions that help businesses grow profitably while maintaining ethical financial practices.
Claire Cecilio
Bookkeeper
Claire Cecilio brings extensive bookkeeping experience to Probooks NY, managing financial records for diverse clients. She specializes in accurate transaction processing, financial reporting, and tax compliance support while providing personalized service to help businesses maintain organized accounting systems.
Jenny F. Lee
Bookkeeper
Jenny F. Lee contributes her bookkeeping expertise to Probooks NY's client services. She focuses on maintaining precise financial records, preparing tax documentation, and supporting small businesses with their accounting needs through organized, timely, and accurate financial management solutions.
Sheimay Zheng
Account Manager
Sheimay Zheng serves as Account Manager at Probooks NY, coordinating financial services delivery and client support. She ensures smooth implementation of accounting systems, facilitates communication between clients and the team, and helps maintain high service standards across the firm's client portfolio.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle bookkeeping, financial reporting, tax compliance, cash flow analysis, and outsourced CFO services tailored to small businesses' specific needs.
Do you specialize in any particular industries?
We specialize in serving restaurants, startups, medical/dental practices, and e-commerce businesses with industry-specific financial solutions and reporting requirements.
How do you handle workflow automation for accounting?
We implement automated solutions connecting accounting systems with payroll, POS, and inventory platforms to streamline financial processes and improve accuracy.
What QuickBooks support options are available?
We offer QuickBooks Online training, software implementation, workflow automation, and ongoing technical support from certified ProAdvisors through personalized sessions.
How can I get started with your services?
Contact us for a free consultation to discuss your needs, schedule a demo, or request a customized service package tailored to your business requirements.
Videos
Reviews (5)
Charles Red
Jan 06, 2022
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Positive:Professionalism,Responsiveness,Value
The team provided excellent business advice to me. In my eyes, they have gone above and beyond for me in the time of need as I appreciate their efforts. I would recommend contacting them should you have any questions regarding servicing your needs today or near future. Great Job William!
The team provided excellent business advice to me. In my eyes, they have gone above and beyond for me in the time of need as I appreciate their efforts. I would recommend contacting them should you have any questions regarding servicing your needs today or near future. Great Job William!
Keith FitzPatrick
Nov 15, 2021
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Positive:Professionalism,Quality,Value
I've worked with Will for years. He runs the best Bookkeeping company in NYC. He is nice, punctual, detailed and worth every penny to all his clients.
I've worked with Will for years. He runs the best Bookkeeping company in NYC. He is nice, punctual, detailed and worth every penny to all his clients.
Meghan Love
Oct 26, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
William and his team have been a rock for our business for years! They are reliable, savvy, helpful and extremely responsive. We couldnt have succeeded in the way that we have without him and his team. I recommend him wholeheartedly for any industry.
William and his team have been a rock for our business for years! They are reliable, savvy, helpful and extremely responsive. We couldnt have succeeded in the way that we have without him and his team. I recommend him wholeheartedly for any industry.
Bassim Ouachani
Oct 21, 2021
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Positive:Professionalism,Responsiveness
Great service, and on point with everything. Meets dead lines at all times. Good financial advisor as well. I would recommend for anyone needing help managing their finances.
Great service, and on point with everything. Meets dead lines at all times. Good financial advisor as well. I would recommend for anyone needing help managing their finances.
Paul Terzenbach
Sep 20, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Myself and my colleagues have worked with Will and the Probooks team for the last decade. Incredibly knowledgeable, detailed, and so good at what they do, they make it seem easy. We could not have run this business without them! Thank you!
Myself and my colleagues have worked with Will and the Probooks team for the last decade. Incredibly knowledgeable, detailed, and so good at what they do, they make it seem easy. We could not have run this business without them! Thank you!
