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NYC Small Business Consulting Services

From early-stage to legacy small to midsize businesses in New York. We develop strategies and systems that help companies stay on track, grow, and remains profitable and accountable

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Coaching and Consulting for Small Businesses

Our consultants teach the skills, disciplines and practices, and provide the tools that entrepreneurs and their businesses need to succeed for the long haul.

Our Skilled Consultants Help Address Your Challenges
and Achieve Business Goals Such as:

Owner wants to grow a successful business

.

Next generation of leadership needs to be taught how to run the business

Owner is thinking about when and how to get out, or how to grow by acquisition

When should you consult with a small business coach?

You had the idea, secured the capital and launched your New York business. Your revenues are growing, and your prospects seem unlimited. You’re onto something big — yet you’re not sure how to proceed. Should you expand, or renegotiate with your suppliers? Hire more salespeople and hope you can keep up with the demand? Can you afford your plans without securing additional capital? And if not, then what? As a startup business, are you concerned or worried about any of these issues?

  • Uncertainty as to how to increase profitability?
  • See room for growth but not sure if you can afford to bring on more full-time employees?
  • Ready for outside funding to finance next stage growth, but uncertain about how to make that happen?

More than just a second opinion on financial strategy

Our small business consultants act as an impartial sounding board for all of your business decisions. With our help, you can pivot from making rushed, last minute decisions to executing a carefully planned strategy that helps you achieve your business goals.
  • We help you manage cash flow, eliminate wastefulness and find ways to increase your bottom line
  • Track what’s coming in and what’s going out with a cash flow statement

A Forward thinking approach to understanding performance

Pro Books NY’s roster of experienced small business consultants understand the challenges you face. Your small business consultant will start your partnership with a thoughtful review of your revenues, expenses, assets and liabilities, and develop financial and cash flow forecasts that identify important trends. Our small business coaching firm will help you identify opportunities and risks before they become emergencies.

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Our Small Business Consulting Services

Let’s start the journey towards success and enhance revenue for your business. Take your company to the next level.

Project Management

Pro Books NY furnishes basic accounting functions and advanced strategic support.

Forecasting

Pro Books NY will review your financial history and develop financial and cash flow forecasts that help you make smarter decisions faster

Remote CFO services

Do you lack the resources to drive profit improvement, present your financials to outside investors?

Process Improvements

Creating operations and systems that work for your small business is key to its smooth sailing — and your sanity

Financial Reporting

We can create essential reports that keep your business running, from daily cash receipts to monthly accruals to annual budgets.

Cost Management

When you think you’re already stretching the budget, business consultants can show you ways to trim bottom your line and streamline costs.

Is Business Coaching Right for Your Small Business?

Our financial consulting and small business coaching services starts a free, no-risk consultation to get an overview of your needs and see if they’ll make a good match. This starts the conversation on expectations, roles and end goals to transform your business — and yourself.

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Lead by William Lee, Probooks NY, is an online bookkeeping, Quickbooks training, small business consulting firm based in NYC serving clients in the New York Tri-State Area. 

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