No systems? Bookkeeping chaos? Poor cash flow? Tax problems?

If you’re struggling to get control of your individual or business finances, ProBooks simplifies the complex and helps you take on the future with confidence.
Friendly, personalized, year-round service from someone who sincerely cares about you and your business. We look at all the angles to uncover “what matters most” to you and your business and develop a financial solution to meet your needs. Stop worrying and let us take the reigns of the finances and together we can make your business thrive.

  • Dependable

    From the basic to the most complex, often help with a small problem leads to years-long relationships with our clients.

  • Flexible

    We work with all accounting and bookkeeping systems so you don’t have to reinvent the wheel.

  • On Your Time & On Time

    We work with you as much or as little as needed on a schedule that’s flexible and works for you. And everything always before the deadline.

General Bookkeeping to Control and Plan Finances

Happiness is Positive Cash Flow

You make important decisions on a daily basis, so being informed of your financial position is mission-critical. We work with you as much or as little as is needed to ensure your books are current and accurate so you can feel confident in the decisions you make. Here are a few of the ways we help our clients:

  • Assisting growing businesses to achieve their very best and allowing leaders to focus on what really matters: running the business.
  • Helping companies of all sizes build solid foundations that prevent future problems and allow for healthy growth.
  • Allowing for accurate financial reports and statements to be generated with the click of a button.
  • Eliminating the fear of missed deadlines and hassle of processing payroll, monthly and quarterly tax filings, and tax payments.
  • Helping startups establish a systematic path to financial record keeping and organization.
  • Ensuring all clients have a clear picture of their financial health, enabling better decision making and the ability to sleep better at night.

We support all versions of your favorite accounting suites and more:

Lisa, owner of ProBooks, has been our bookkeeper since 2005. She is very trusted by our company so much so we have asked her to help oversee Power of Attorney if so needed. She is very easy to work with, punctual to the point, fairly priced and accurate. I would highly recommend Lisa to any business to help them succeed and in keeping their books in check."
Expert Tax Preparation

More Money for You, Less for Uncle Sam

Helping you keep your fair share of your earnings is your number one goal. Ours is to help you achieve that while staying within the law. Your expert tax preparer will guide you through the document collection process, answer questions about specific tax issues and file an on-time, accurate return.

Our regular checkups help you to get and stay prepared for tax time, making filing less time-consuming and also less stressful.

  • Annual Business & Personal Tax Filing
  • Annual, Quarterly and Monthly Business Tax Filing
  • Saving you more with knowledgeable tax filing assistance.
  • Applying a clear understanding of the latest tax laws and filing rules for accurate returns.
  • Advising you on future tax savings, issues and opportunities.
Lisa has been my accountant for a number of years now. She is reliable and always is there when I have any questions. Every new year, while going to Lisa to prepare my tax paperwork, it is highly apparent that she keeps up to date with all new information in the field. I have full trust and know that she will do my taxes right and I will never worry about Uncle Sam knocking on my door for any mistakes."
Tax Resolution

Providing Relief to Your Scariest Tax Problems

When you deploy us as your Enrolled Agent, you get:

  • “The Fixer”
  • Someone who knows and will defend your rights as a taxpayer.
  • An expert who represents you and your interests in dealings with IRS and State Tax Authorities.
  • Applying a clear understanding of the latest tax laws and filing rules for accurate filings.
  • Handling all tax matters including delinquencies, non-filing, settlement, installment plans, offers in compromise. We talk to the IRS for you.

The stack of unopened letters from the taxman is piling up and it's not going away on its own. We know that tax problems can be a major source of anxiety, but you have options!

Let us assume the burden of your tax issue and we'll deal with the appropriate authorities on your behalf. No more worrying, just deploy our experts and sit back while we negotiate.

Thanks again SO much for taking your Sunday to meet with us! I can't tell you how much we appreciate it, and how grateful we are that we found you. You could have very easily made us feel very small going over everything, but instead you took the time to explain it until it made sense. And we are just so thankful for it. So please don't ever doubt that this work that you're doing is making a difference in the lives of your clients."