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About Us

Savvy business owners seek talented, forward-thinking bookkeeping firm partners.

line-orangePro Books NY was founded 23 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.  

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.     

Our New York City cloud-based bookkeeping and accounting technology consulting company helps businesses adapt and thrive by integrating digital automation software application platforms into their back office financial operations.         

We use a customizable, scalable and modern approach to bookkeeping which incorporates automation and new technologies.  We strive to use technology, not billable hours, to support our clients. This keeps us aligned with cost-effective solutions for clients. We use a diverse range of software solutions to cut down on the time intensive bookkeeping tasks: the general ledger, document management, accounts payable, expense reports, timesheets, e-commerce, inventory, CRM, time, billing, revenue management, payroll and benefits.   

Our onshore virtual bookkeeping firm demystifies the complexities of accounting and interpreting financial data into actionable insights.  Some our services include:

Transactional Bookkeeping

  • Accounts receivable/accounts payable
  • Payroll processing   
  • Financial statement preparation and review
  • Sales tax returns

Financial Insight and Strategy

  • Cash flow management
  • Burn rate analysis
  • Monthly conversation
  • Review of financial statements
  • Simple forecast modeling