We help small businesses understand & simplify their finances

We help drive efficiency, deliver real-time financial insights to transform the financial operations of hundreds of small businesses in NY, NJ and CT area.  

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We Automate and Streamline Our clients' financial operations

Probooks NY is your company’s one-stop shop for essential business services at every stage.

We go beyond bookkeeping. Our expertise allows us to look at the numbers and develop a plan for your business on how to be successful at making more profit.  

When you work with Probooks NY, you get a team of finance experts who take the work off your plate–so you can focus on your business.

Probooks NY Story and Mission

Pro Books NY was founded 28 years ago in 1994 by William Lee, with the mission of building a value-based firm that strives to educate and coach clients on how to be better business owners, while also being solution-oriented.  Probooks NY’s mission is to serve small businesses.

To maintain continued growth, restaurants, startups, professional services, industry establishments and small business owners must have a knowledgeable financial partner who will protect their brands through principled management, strategic oversight, and unwavering ethics. That is where Pro Books NY and William Lee come in.

Our Pro Books NY firm is a dedicated business coaching advisor.  We specialize in setup and training for QuickBooks and other cloud bookkeeping services. In addition to managing financial and accounting procedures, we assist with reporting systems and processes, tax and regulatory requirements, internal financial controls, and financial modeling. Pro Books NY and William Lee offer personalized services designed to positively impact your company’s bottom line.

He saw the need to give advanced support to small businesses – the backbone of the American economy. And providing the tools and services to keep your business on track. 

 

Meet the team

Probooks NY talented team accounting and bookeeping professionals is committed to providing exceptional financial services to a diverse clientele.

William Lee

William Lee

CEO & Founder

Claire Cecilio

Claire Cecilio

Bookkeeper

Jenny F. Lee

Jenny F. Lee

Bookkeeper

Sheimay Zheng

Sheimay Zheng

Account Manager

Stop stressing over trying to manage your books

Introducing your all-star team of small business experts, delivering the expert financial solution your enterprise deserves. Our comprehensive services combine the power of online bookkeeping with the invaluable support of real human professionals. This combination ensures that your business receives the tailored financial guidance and resources it needs to thrive.  Providing the expertise and personalized attention your small business demands to achieve lasting success.

Seamless Platform Integrations

We sync up with your other accounts to save time, improve accuracy, and keep your books up to date at all times.  From accounting to payroll to POS systems to inventory / recipe management to AP automation payment processing, we simplify your workflow by integrating with best-of-breed platforms. 

Join hundreds of small business owners
who trust Probooks NY with managing their financials

Our accounting services empower small-to-medium-sized businesses with the tools and resources essential for growth. By providing on-demand access to comprehensive financial reports, we equip business owners with invaluable insights at their fingertips.

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