Bookkeeping Services
Monthly Bookkeeping That Keeps Your Business on Track
Stop spending weekends on your books. Get accurate monthly financials, clean reconciliations, and tax-ready records — so you can focus on running your business.
Book a Free ConsultationSound Familiar?
Signs Your Bookkeeping Needs Professional Help
Spending weekends catching up on your books instead of running your business
Not sure if your numbers are accurate come tax time
Bank accounts and credit cards not reconciled for months
No clear picture of monthly profit or cash flow
How We Help
How National Bookkeeping Company® Solves It
NBC handles monthly bookkeeping so owners can focus on their business
AI-assisted workflows for faster, more accurate categorization
Human-reviewed financial statements every month
Tax-ready books year-round — compatible with QuickBooks and other platforms
What You Get
What’s Included in SmartBook Essential
- Monthly bank and credit card reconciliations
- P&L and balance sheet
- Cash flow reporting
- Month-end close
- Year-end tax-ready books
- Email support
THE PROCESS
How NBC Monthly Bookkeeping Works
Onboarding
We connect to your accounting software, set up bank feeds, and review your current records. Most clients are fully onboarded in 1–2 weeks.
Monthly Processing
Every month, NBC categorizes transactions, reconciles accounts, and closes your books. No action needed from you.
Reporting & Review
You receive a P&L, balance sheet, and cash flow summary every month — plus access to your bookkeeper for questions.
Why Not Just Use QuickBooks or Wave Yourself?
QuickBooks and Wave are tools, not services. They won’t categorize your transactions, catch errors, or tell you when something looks wrong. Most small business owners who use them end up with uncategorized transactions, unreconciled accounts, and books that aren’t tax-ready. NBC does the actual work — inside whatever platform you use.
Servicio en español disponible — llámenos hoy.
PRICING
SmartBook Plans — Pick What Fits Your Business
SmartBook Essential
$350/mo
Clean books, every month.
- Monthly reconciliation
- P&L + balance sheet
- Cash flow reporting
- Year-end tax-ready books
- Email support
SmartBook Growth
$550/mo
Everything in Essential + payroll.
- Everything in Essential
- Payroll processing
- Direct deposit
- 941 quarterly filings
- W-2 / 1099 prep
SmartBook Premium
$750/mo
Full service — books, payroll & CPA coordination.
- Everything in Growth
- CPA tax coordination
- Year-end tax packet
- Quarterly strategy call
- Priority support
Trusted by small businesses across the Rio Grande Valley
FAQ
Frequently Asked Questions
What does a bookkeeper do vs an accountant?
A bookkeeper records and organizes your financial transactions — bank reconciliation, categorizing expenses, preparing financial statements. An accountant analyzes that data for tax strategy, audits, and financial planning. At NBC, we handle the bookkeeping so your CPA or accountant gets clean, organized data to work with.
How much does bookkeeping cost for a small business in McAllen?
Our SmartBook Essential plan starts at $350/mo and includes monthly reconciliation, financial statements, cash flow reports, and year-end tax-ready books. Final pricing depends on transaction volume and number of accounts.
Do I need bookkeeping if I use QuickBooks?
Yes. QuickBooks is a tool, not a service. Transactions still need to be categorized correctly, accounts reconciled, and financial statements reviewed. We work within QuickBooks to keep your books accurate and organized.
How often will I get financial reports?
Monthly. Every SmartBook Essential client receives a P&L statement and balance sheet every month so you always know where your business stands.
Can you work with my existing accounting software?
Yes. We primarily work with QuickBooks, but we can work with other platforms depending on your setup. During your consultation, we’ll discuss what tools you’re using and how we can integrate.
Ready to Hand Off Your Books?
Book a free consultation and find out if SmartBook Essential is the right fit for your business. No pressure, no commitment.
McAllen, TX · Bilingual EN/ES
Free consultation · No obligation · Bilingual team available
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