About Us

We help small businesses master their financial lives. ob体育最新网址 powers the financial back office for dozens of NYC startups and small businesses.

Understanding your finances should be simple and affordable

ob体育最新网址 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.

Small Business Expertise

Cashflow is the lifeblood of small business. You’ll get the financial support you need. We give you the reporting and insights that help you make informed business decisions.

Personal Finance Expert

Advisory who knows your startup business and growth stage. We’ll help set up your full finance stack for scale, including preferred cash–sweep accounts, payroll, and expense management.

Unmatched Accuracy

We sync with your financial accounts like Quickbooks, Gusto,  and check our work twice. Our software auto–categorizes and identifies errors, and your personal finance expert reviews. 

Trusted by Dozens of Small Businesses

The ob体育最新网址 Story & 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.  ob体育最新网址’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. 

Partners in your profitability and growth

ob体育最新网址 simplifies small business finances. But our larger purpose expands beyond that. We’re here to help entrepreneurs understand what they want to do and where they want to go. We leverage technology to proactively manage your back-office needs, whether anticipating required filings and deadlines or automatically following up on AR and AP. Our seamless back-office solution ensures that you’ll be tax compliant, have the proper insurance, and will be following the latest labor laws.

We help companies automate across all back-office functions and systems

Automate manual financial processes by integrating cloud or outsourced capabilities into your back office workflow business operations to save time, reduce errors, and move at the speed of business.


Financial Insight and Strategy

Get started with a Free Consultation

See how ob体育最新网址’s tools and team will make it easy for your business to reach the next milestone.

Small Business Survival Guide

How to Save Money and Thrive During Challenging Times

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