Build a bookkeeping practice you actually enjoy — with better clients, better staff, and better margins
Let’s Talk About Your BusinessI wasn’t always good at running a business. The only thing I was really good at in the beginning… was bookkeeping.
When I first started, I didn’t even think of it as a business. I just wanted a job — a way to pay the bills. Over time, things grew. I hired staff, rented an office, gave benefits like 401(k), and on the outside it looked like I had “made it.”
But the truth? I was miserable.
I was working nonstop just to cover overhead. I stressed every month about keeping my team busy and making payroll. I took on any client I could, even if they weren’t a good fit, because I thought I had no choice.
Maybe you recognize this feeling. You’re good at what you do, but somewhere along the way, your business stopped serving you and started owning you.
At first, sales dropped by 40%… and I thought it might be the end.
But my expenses dropped by 70%.
For the first time, I saw clearly: my business didn’t need to look like everyone else’s. I could rebuild it on my own terms.
I cut the office. I downsized staff. I refocused on clients I enjoyed working with. I stopped taking “anyone with a checkbook” and started choosing who I wanted to serve.
And it changed everything.
The system that transformed my practice — and can transform yours
Stop taking everyone who walks through the door. Learn how to identify, attract, and keep clients who value your expertise, pay on time, and respect your boundaries.
Build a lean, skilled team that fits your business model. Whether that’s contractors, part-timers, or strategic hires — get the right people without the crushing overhead.
Cut unnecessary expenses. Price for profit, not just survival. Structure your business so it supports your life instead of consuming it.
You’re a bookkeeper or accounting professional who feels trapped by your own business
You’re working harder than ever but your profits aren’t reflecting it
You’re tired of difficult clients who drain your energy and question your value
You have overhead that keeps you up at night — office leases, payroll, benefits you can’t afford
You feel like you’re just surviving, not thriving
You’re ready to rebuild your practice on your own terms
Learn the exact process I use to identify problem clients, transition them out professionally, and attract the kind of clients who make work enjoyable.
Discover how to structure your staffing for profitability without sacrificing quality. Office or remote? Full-time or contract? We’ll figure out what actually works for your model.
Stop undercharging because you’re afraid clients will leave. Learn how to price based on value, communicate it confidently, and build healthy margins.
Get out of the weeds. We’ll implement processes and automation so you can focus on strategic work instead of being buried in the details.
This isn’t about building someone else’s version of success. It’s about designing a practice that supports the life you actually want to live.
I’ve been where you are. I know what it’s like to feel trapped by a business you built. The good news? You can turn it around.
Let’s talk about where you are now and where you want to be. No pressure, no sales pitch — just a real conversation between two bookkeepers who understand this business.
William Lee | Bookkeeping Business Coach
New York | probooksny.com
