Business Details
32 Years
experience
Your Trusted Partner for Accounting & Bookkeeping Solutions in NYC
Probooks NY has been a trusted partner for small businesses since 1994, delivering expert bookkeeping, financial reporting, and advisory services tailored to industries like restaurants, startups, and healthcare. Our team of certified professionals leverages advanced technology and 25+ years of experience to streamline financial operations, offering real-time insights that empower clients to make data-driven decisions. We specialize in QuickBooks training, workflow automation, and CFO advisory services, ensuring businesses maintain compliance while optimizing profitability.With a focus on personalized support, we act as an extension of your team, providing scalable solutions that grow with your company. Our commitment to education and strategic financial management has earned us a reputation as a leader in New York's accounting sector.
Services
Monthly Bookkeeping
Financial Reporting
QuickBooks Training
CFO Advisory Services
AP Automation
Workflow Automations
Cash Flow Analysis
Business Coaching
Tax Compliance
POS System Integration
Details
- Year established: 1994
Highlights and features
- We offer 28 years of specialized experience in accounting and financial consulting.
- Our team provides personalized support tailored to specific industry requirements.
- We implement seamless integrations with accounting software and POS systems.
- Our services include real-time financial reporting and cash flow analysis.
- We deliver responsive, one-on-one coaching for sustainable business growth.
What people say
Timely manner
Extremely impressed
Responsive and professional
Business tips
Attention to detail
Services
Monthly Bookkeeping
Our monthly bookkeeping service ensures accurate financial records through transaction categorization, bank reconciliation, and financial statement preparation. We handle accounts payable/receivable, payroll processing, and tax compliance for businesses in New York. Clients receive organized records and proactive advice to optimize cash flow while maintaining regulatory compliance.
QuickBooks Training
We provide customized QuickBooks training for business owners and staff, covering setup, workflow automation, and financial reporting. Our certified consultants teach inventory management, POS integration, and cash flow forecasting techniques. Training sessions improve financial literacy and operational efficiency through hands-on instruction tailored to specific business needs.
CFO Advisory Services
Our fractional CFO services offer strategic financial planning, budgeting, and growth analysis for small businesses. We develop cash flow management strategies, profitability models, and acquisition evaluation frameworks. Clients gain access to expert guidance for scaling operations while maintaining financial stability through data-driven decision-making.
Workflow Automations
We implement automated solutions for invoice processing, expense tracking, and financial reporting using cloud-based platforms. Our systems integrate accounting software with POS and inventory management tools to reduce manual work. Automation improves accuracy while saving time for business owners to focus on core operations.
Financial Reporting
We deliver comprehensive financial reports including profit & loss statements, balance sheets, and cash flow analyses. Our real-time reporting tools provide actionable insights into business performance, expense optimization, and revenue trends. Custom dashboards help owners monitor key metrics and make informed strategic decisions.
People
William Lee
CEO & Founder
William Lee founded Probooks NY in 1994 with 28 years of accounting expertise. He specializes in QuickBooks implementation and financial strategy for small businesses, focusing on education and technology-driven solutions to improve operational efficiency.
Claire Cecilio
Bookkeeper
Claire Cecilio provides meticulous bookkeeping services with attention to detail. She supports clients through accurate financial record-keeping and personalized guidance, ensuring compliance while helping businesses maintain organized accounting systems.
Jenny F. Lee
Bookkeeper
Jenny F. Lee delivers professional bookkeeping support with expertise in financial reporting and workflow automation. She helps clients streamline accounting processes while maintaining accurate records for compliance and strategic decision-making.
Sheimay Zheng
Account Manager
Sheimay Zheng manages client accounts with a focus on financial organization and process improvement. She provides tailored solutions for bookkeeping challenges and ensures smooth implementation of accounting software integrations.
Questions
What industries does Probooks NY specialize in?
We specialize in accounting services for restaurants, startups, medical practices, dental offices, and e-commerce businesses, offering industry-specific financial solutions.
Do you offer QuickBooks training for restaurant owners?
Yes, we provide specialized QuickBooks training for restaurant owners covering POS integration, inventory management, and financial reporting.
How do you handle financial reporting for small businesses?
We deliver monthly financial reports including profit & loss statements, balance sheets, and cash flow analyses with real-time data insights.
Can you help automate accounting workflows?
Yes, we implement workflow automation for invoice processing, expense tracking, and financial reporting using cloud-based accounting integrations.
What areas do you serve?
We serve small businesses in New York City, New Jersey, and Connecticut with both remote and in-person consulting options.
Do you provide CFO advisory services?
Yes, our fractional CFO services include strategic financial planning, budgeting, and growth analysis for small business owners.
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