Professional Bookkeeping Service of NY

Professional Bookkeeping Service of NY QuickBooks & Cloud Consultant, Expert in Restaurant Accounting Setup, Controller Service, Bookkeeping Service

Your P&L feels “fine”… until you ask the right questions.Run these 3 prompts on your P&L to force clarity:1) Profit leak...
06/21/2026

Your P&L feels “fine”… until you ask the right questions.

Run these 3 prompts on your P&L to force clarity:
1) Profit leak audit (where margins leak)
2) Labor variance scan (what’s drifting vs plan)
3) Cash-flow runway check (how many weeks you can survive)

Then map each answer into a simple red/yellow/green dashboard so you can see what’s urgent, what’s manageable, and what you can ignore for now.

Want us to connect those prompts to your accounting platform so the outputs stay consistent?
Book an AI-readiness call: https://tidycal.com/wlee/quickcall

Your ingredient price jumped—now what?We set a daily trigger that compares:1) Vendor invoice unit cost (today)2) Today’s...
06/20/2026

Your ingredient price jumped—now what?

We set a daily trigger that compares:
1) Vendor invoice unit cost (today)
2) Today’s POS recipe cost
3) Variance vs your threshold (ex: 2–3%)

If Chicken/Brown butter/oil spikes, we recalc the recipe cost fast—then you’ll see which menu items lose margin first, and by how much. Next step is the same day:
- Update purchase quantities or swap suppliers
- Adjust portioning or pricing on affected items
- Flag the cook line if they changed yields/weights

We can help you wire this into your reporting so you’re not waiting on month-end. Book an Appt - https://tidycal.com/wlee/quickcall

Your POS sales don’t match your accounting revenue—again.Instead of letting AI “guess,” we want you to run one 5-minute ...
06/14/2026

Your POS sales don’t match your accounting revenue—again.

Instead of letting AI “guess,” we want you to run one 5-minute reconciliation:

Compare POS sales totals vs. accounting-reported revenue.
Use AI to explain the gap in plain English (voids, comps, discounts, timing differences).

If there’s a recurring mismatch, we help you connect that AI explanation to your accounting platform—so month-end closes faster, with fewer surprises.

Book an Appt: https://tidycal.com/wlee/quickcall

Your restaurant’s margin feels “random”—until you see the week the model stopped matching reality.We built a free AI Foo...
06/13/2026

Your restaurant’s margin feels “random”—until you see the week the model stopped matching reality.

We built a free AI Food/Payroll Cost Calculator setup (for restaurants) that breaks prime cost by menu category:
• High-waste items vs steady movers
• Margin leaks spreadsheets hide

Then it pairs that with payroll reality:
• Overtime patterns
• Voided/late punches and timing shifts

Result: you can spot the exact week your profitability logic stopped aligning—so you’re not guessing what to fix next.

Book an Appt - tidycal.com/wlee/quickcall

Menu prices get changed before you check gross margin variances?Here’s our “variance-to-action” test before you touch a ...
06/07/2026

Menu prices get changed before you check gross margin variances?

Here’s our “variance-to-action” test before you touch a single price.

1) Pull the last 30 days POS vs accounting report.
2) Side-by-side the gross margin by item.
3) Flag two buckets:
- Gross margin down + sales volume up → recipe/portion drift (fixable fast)
- Gross margin down + sales volume down → pricing/offer/positioning rethink

Start with the biggest $ swings first, then those with repeat volume (highest impact, least opinion).

Want the exact line items we look at first and the report layout to use? Book an Appt - https://tidycal.com/wlee/quickcall

Manual receipts again? Stop. 🛑QuickBooks Online can handle a lot of the busywork for you—so your weekly close doesn’t ea...
06/06/2026

Manual receipts again? Stop. 🛑

QuickBooks Online can handle a lot of the busywork for you—so your weekly close doesn’t eat your whole day.

Here are 5 switches to turn on:
1) Ditch manual receipt entry: snap receipts in the mobile app and let AI extract + match.
2) Create invoices with your voice: draft invoices from the app using the microphone.
3) Put categorization on autopilot: set rules that auto-assign categories from transaction keywords.
4) Stop chasing payments: use recurring payments instead of reminders.
5) Use Plus AI on P&L: spot wage/spend anomalies and ask targeted questions.

Which one are you using already—receipts, voice invoices, rules, recurring payments, or AI insights?

Visit our website: http://www.probooksny.com

Manual receipts are eating your week. 🛑If your bookkeeping still feels like typing, you don’t need more “work”—you need ...
05/31/2026

Manual receipts are eating your week. 🛑

If your bookkeeping still feels like typing, you don’t need more “work”—you need automation in QuickBooks Online.

Here are 5 switches to set up:
1️⃣ Snap receipts in the QuickBooks mobile app—AI extracts and matches.
2️⃣ Build invoices with voice commands (mobile).
3️⃣ Create Categorization Rules so recurring bills code themselves.
4️⃣ Use recurring payments so you stop chasing.
5️⃣ In Plus+, use AI insights in Profit & Loss to spot anomalies (like wages).

Which one would save you the most time? Comment your pick.

Book an Appt - tidycal.com/wlee/quickcall

Your receipts shouldn’t eat your evenings. 🛑If you’re still typing expenses into QuickBooks Online, here are 5 ways we h...
05/30/2026

Your receipts shouldn’t eat your evenings. 🛑

If you’re still typing expenses into QuickBooks Online, here are 5 ways we help small businesses automate the work (and save hours weekly):

1️⃣ 🧾 Snap paper receipts in the QuickBooks mobile app—AI extracts and auto-matches to avoid double-recording.
2️⃣ 🗣️ Create invoices with voice so you can bill while you’re on the go.
3️⃣ ⚙️ Use Rules to categorize repeat vendors (internet, utilities, etc.) automatically.
4️⃣ 🔁 Set up recurring payments to get paid without chasing reminders.
5️⃣ 🤖 If you’re on Plus+, use AI insights on Profit & Loss to spot anomalies.

Which one are you using right now? Comment and we’ll tell you what to set up next.

Book an Appt - tidycal.com/wlee/quickcall

Stop wasting hours on manual bookkeeping. 🛑If you’re still typing receipts into QuickBooks Online, 2026 is where that ch...
05/24/2026

Stop wasting hours on manual bookkeeping. 🛑

If you’re still typing receipts into QuickBooks Online, 2026 is where that changes.
Here are 5 ways we help small businesses automate the boring parts:
1) Ditch manual receipt entry: snap receipts with the QuickBooks mobile app.
2) Create invoices with voice commands in the mobile app.
3) Set Categorization Rules using keywords in transaction descriptions.
4) Use recurring payments so you’re not chasing the same bills every month.
5) On Plus (or higher), use AI insights in Profit & Loss to spot unusual expense trends.

Which one are you using first—receipts, voice invoices, rules, payments, or AI insights?

Visit our website: http://www.probooksny.com

Still keying receipts by hand in QBO? Why are you. 🛑If you’re spending hours on manual bookkeeping, these QuickBooks Onl...
05/23/2026

Still keying receipts by hand in QBO? Why are you. 🛑

If you’re spending hours on manual bookkeeping, these QuickBooks Online “2026” wins cut the busywork fast:
1) 🧾 Snap receipts in the mobile app, then let AI extract amount/date and match to bank expenses.
2) 🗣️ Draft invoices with voice in the mobile app (customer + quantities).
3) ⚙️ Create rules to auto-categorize recurring bills by keywords.
4) 🔁 Use recurring payments to stop chasing every month.
5) 🤖 On QBO Plus+, use AI insights on Profit & Loss to spot anomalies and ask targeted questions.

Which one are you trying first—receipts, invoices, rules, payments, or AI insights?

Visit our website: http://www.probooksny.com

Address

222 Broadway
New York, NY
10038

Opening Hours

Monday 10am - 5:30pm
Tuesday 10am - 5:30pm
Wednesday 10am - 5:30pm
Thursday 10am - 5:30pm
Friday 10am - 5:30pm

Telephone

+16465603231

Website

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