Small businesses
Owner-run businesses that want accurate numbers without hiring an in-house bookkeeper.
- Monthly books and reconciliation
- Business and personal spending kept separate
- Reports for your accountant or lender
Bookkeeping · Serving the tri-state area
Your books, reconciled to the penny. Every month.
ProBooks Solutions keeps the books for small businesses, nonprofits, therapy practices and schools. We reconcile every account, record your payroll, and send you reports you can rely on.
- QuickBooks Online & Desktop
- Payroll recording
- Secure client portal
Reconcile · Business Checking
Statement ending 09/30/2026
09/01Beginning balance9,750.00
09/02Client deposit+4,250.00
09/05Payroll−3,118.42
09/12Office rent−1,450.00
09/19Insurance deposit+2,986.10
09/30Bank service fee−15.00
Statement ending balance12,402.68
Cleared balance12,402.68
DifferenceReconciled0.00
Services
What we take off your plate
Pick what you need. Most clients start with monthly bookkeeping and reconciliation, then add payroll recording, billing support or a cleanup project.
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Monthly bookkeeping
Every transaction categorized in QuickBooks Online or Desktop, with a chart of accounts that fits how your business actually runs.
Monthly -
Bank & credit card reconciliation
Every account matched to its statement. When something doesn't tie out, we track down why and fix it.
Monthly -
Payroll recording
Payroll posted correctly to your books, including allocation across programs, locations or funding sources.
Each pay period -
Cleanup & catch-up
Months of uncategorized transactions, mixed business and personal spending, duplicates and a messy chart of accounts, sorted out. Bulk imports handled.
One-time project -
QuickBooks setup & migration
New company files, Desktop to Online conversions, rebuilt custom reports and bank feeds that connect properly.
One-time project -
Billing support
Insurance invoicing for therapy practices, and tuition software kept in sync with QuickBooks for schools.
Monthly -
Financial reports
Profit & loss, balance sheet, and the reports your accountant, lender or board asks for.
Monthly -
Year-end package
Books closed out and handed to your CPA with the backup they need at tax time.
Yearly
Who we serve
Bookkeeping for organizations with real moving parts
Payroll split across programs, insurance deposits, tuition, donations. We work with these every week.
Nonprofits
Organizations that answer to a board and to funders.
- QuickBooks set up for nonprofit reporting
- Donations and grants tracked by program
- Statements ready for board meetings
Therapy practices
Practices that bill insurance and pay a large clinical staff.
- Insurance invoicing and deposit matching
- Payroll allocated by program or location
- Reconciliation across multiple accounts
Schools & institutions
Yeshivas, schools, shuls and other institutions with tuition, donations and payroll to track.
- Tuition software synced with QuickBooks
- Donations and funds tracked separately
- Desktop to Online migrations
How it works
From first call to a monthly close
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Step 1
Free consultation
A short call about your business, your accounts and where the books stand today. You'll get a clear quote.
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Step 2
Sign and connect
Sign your engagement letter online in the client portal and give us access to your QuickBooks file.
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Step 3
Get current
If your books are behind, we catch them up first, so every month after starts from a correct balance.
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Step 4
Monthly close
We categorize, reconcile and post payroll. Questions come to you in the portal, and your reports follow.
Client portal
One place for everything about your books
Every client gets a login to the ProBooks client portal. No more digging through email for that one statement.
- Upload bank statements, receipts and documents
- Answer questions about transactions in a simple table
- Message us directly
- See the reports we share with you
- Sign engagement documents online
Questions from your bookkeeper
1 open
| Date | Bank description | Amount | Your answer |
|---|---|---|---|
| 09/08 | AMZN MKTP US*2K4 | 86.43 | ✓ Office supplies |
| 09/14 | ZELLE PAYMENT 0914 | 400.00 | ✓ Staff mileage refund |
| 09/22 | CHECK 1043 | 1,200.00 | Type your answer… |
Sample view
FAQ
Common questions
Don't see yours? Call 845-879-3762 and ask.
Do I need to be nearby to work with you?
No. We work remotely with businesses and organizations across the tri-state area. Everything runs through QuickBooks and the client portal, so there's no box of receipts to drop off.
Do you use QuickBooks Online or Desktop?
Both. If you're on Desktop and thinking about moving to Online, we handle the migration, including rebuilding your custom reports.
How much does it cost?
It depends on how many bank and credit card accounts you have, how many transactions you run each month, and whether payroll or billing is included. After a free consultation you'll get a quote, and your rate is set in your engagement letter before any work starts.
My books are months behind. Can you still help?
Yes. Catch-up and cleanup work is a regular part of what we do. We bring everything current, fix the chart of accounts, and reconcile each account back to the bank.
Will you work with my accountant?
Yes. We keep your books ready for tax season and send your CPA what they need at year-end.
How do I send you documents?
Through the secure client portal. Upload statements and receipts from your phone or computer, and they stay organized in folders.
Contact
Let's look at your books
Tell us a little about your business and we'll reach out to set up a free consultation.
- Phone845-879-3762
- Emailoffice@probookssolution.com
- Service areaThe tri-state area
- Already a client?Log in to the client portal