Bookkeeping, Payroll & Tax Services for McAllen Small Businesses
AI-powered workflows. Real human oversight. One team that handles your books so you can focus on your business.
Service Categories
Everything your business needs to stay organized and compliant
Four service categories. One bilingual team. Pick what you need or bundle everything under a SmartBook plan.
SmartBook Plans
Choose your level of support
Every plan includes AI-assisted workflows and real human review. Pick the tier that matches your business.
SmartBook Growth
$550/mo
Best for businesses with employees and more moving parts
Everything in SmartBook Essential plus payroll processing, quarterly strategy calls, and year-end payroll forms. Does not include tax coordination.
- Monthly bank & credit card reconciliation
- Financial statements (P&L, balance sheet)
- Cash flow reports
- One point of contact
- Payroll processing & tax filings
- Quarterly strategy calls
- Year-end payroll forms (W-2, 1099)
- Business & individual tax coordination
- Dedicated bookkeeper
- Priority response
SmartBook Essential
Starting at
$350/mo
Reliable monthly bookkeeping for businesses that want clean books and clear reports.
- ✓Monthly bank & credit card reconciliations
- ✓Monthly financial statements (P&L + balance sheet)
- ✓Cash flow reporting
- ✓Organized monthly bookkeeping
- ✓Month-end close
- ✓Year-end tax-ready books
- ✓One point of contact
- ✓Email support
- ✓AI-assisted workflow with human review
SmartBook Growth
Starting at
$550/mo
Bookkeeping plus payroll and compliance support for businesses with employees.
- ✓Everything in Essential
- ✓Payroll processing
- ✓941 reports and payment coordination
- ✓W-2 / 1099 year-end processing
- ✓Quarterly check-in calls
- ✓Recurring compliance support
- ✓Faster workflows powered by AI-assisted systems
SmartBook Premium
Starting at
$750/mo
Fuller-service support for owners who want less back-and-forth and more peace of mind.
- ✓Everything in Growth
- ✓Business tax coordination
- ✓Individual tax coordination
- ✓Dedicated bookkeeper
- ✓Priority response
- ✓Strategy calls
- ✓Higher-touch, more proactive support
Side-by-side comparison
| Essential$350/mo | Growth$550/mo | Premium$750/mo | |
|---|---|---|---|
| Monthly bookkeeping | |||
| Bank & credit card reconciliations | |||
| Monthly financial statements | |||
| Cash flow summary | |||
| Month-end close | |||
| AI-assisted workflow with human review | |||
| Payroll processing | |||
| 941 reports & payment coordination | |||
| W-2 / 1099 support | |||
| Quarterly check-ins | |||
| Compliance support | |||
| Business tax coordination | |||
| Individual tax coordination | |||
| Dedicated bookkeeper | |||
| Priority response | |||
| Strategy calls |
Starting prices shown. Final pricing depends on transaction volume, number of accounts, payroll complexity, filing requirements, catch-up needs, and overall service scope.
How healthy are your books?
Take the free 2-minute assessment and find out.
Additional Services
Beyond the monthly plans
One-Time Services
Compliance Add-Ons
FAQ
Common Questions
No. We work with QuickBooks, Sage, and other platforms. We’ll assess your current setup and recommend the best path forward.
We offer catch-up bookkeeping to get you current before starting monthly support. See the one-time services section above.
Yes. We support clients across the Rio Grande Valley and throughout Texas via Zoom.
We use AI-assisted workflows to improve speed and accuracy. Every piece of work is reviewed by a human professional before delivery.
Absolutely. You can move between tiers as your business needs change.
We start with a consultation to understand your business, review your books, and set up your workflow. Most clients are fully onboarded within 1–2 weeks.
We provide tax coordination — organizing your financials and working with your CPA or tax preparer. We handle the bookkeeping and compliance side so tax season runs smoothly.
Yes. We share files securely and encrypted. Your data is protected at every step.
Still have questions? Talk to our team.
Schedule a free consultationFree Download
Download the Free 2026 Tax Deadline Cheat Sheet + Self-Audit
Know exactly when your quarterly estimates, payroll filings, and annual returns are due — and check whether your books are ready. One page, no fluff. Built for small business owners in Texas.
- ✓Every key federal and Texas tax deadline for 2026
- ✓941, W-2, 1099, franchise tax, and sales tax due dates
- ✓A quick self-audit checklist to see if your books are tax-ready
- ✓Common mistakes that trigger IRS notices
Free. No credit card. Just your email so we can send it over.
NBC · Free Guide
2026 Tax Deadline Cheat Sheet + Self-Audit
Not sure which plan fits your business?
Book a free consultation and we’ll help you choose the right level of support. No pressure, no commitment — just a clear conversation about what your business needs.
McAllen, TX · Bilingual EN/ES · Remote via Zoom across Texas