Bookkeeping Services — McAllen, TX
Monthly Bookkeeping That Keeps Your McAllen Business on Track
Most McAllen small business owners handle their own books until they can't anymore — until the bank accounts are months out of sync, the P&L doesn't match their gut feeling, and their CPA is asking for records they can't produce quickly. NBC's SmartBook service takes the books off your plate entirely. Every month, your accounts are reconciled, transactions are categorized, and financial statements are delivered — so you know exactly where your business stands, your CPA gets a clean package in January, and tax season is never an emergency again.
Sound Familiar?
Signs You Need Professional Help
Spending weekends catching up on transactions instead of running your business or taking time off
Not sure if your numbers are accurate — bank accounts reconciled inconsistently or not at all
No clear picture of monthly profit or cash flow — you find out how the month went when the CPA files in April
Books are a mess going into tax season — your CPA charges extra to clean them up before filing
How We Help
How National Bookkeeping Company® Solves It
NBC handles all monthly bookkeeping so you can focus on running your business — zero books work on your end
Every bank account and credit card reconciled monthly — no transaction left uncategorized
P&L statement, balance sheet, and cash flow report delivered by the 15th of each following month
Year-end close and CPA handoff package included — no extra charge, no January scramble
What You Get
What's Included in This Service
- Monthly bank and credit card reconciliations for all accounts
- Monthly profit and loss statement
- Monthly balance sheet
- Monthly cash flow report
- Month-end close
- Year-end tax-ready books and CPA handoff package
- Email support from your dedicated bookkeeper
Why NBC
Why McAllen Businesses Choose NBC
AI-assisted categorization, human-reviewed every month
NBC uses AI-assisted workflows to process transactions faster and more accurately — but every account is reviewed by a human bookkeeper before your statements are delivered. You get the speed of automation with the accuracy of human oversight.
Tax-ready books year-round — CPA package by January 31st
NBC clients don't scramble in January. Your books are current every month, which means the year-end close is a matter of reconciling December — not reconstructing twelve months. CPA package delivered by January 31st, every year.
Works inside your existing platform
NBC works within QuickBooks Online, QuickBooks Desktop, and other platforms depending on your setup. No forced migration, no learning a new tool. We connect to your accounting software and handle everything from inside it.
Bilingual bookkeeping team serving the Rio Grande Valley
Our McAllen team handles bookkeeping in English and Spanish — your bookkeeper communicates in whichever language you prefer. No translation barrier between you and your financial data.
Who This Is For
This Service Is Right for You If...
- McAllen small business owners currently doing their own books — spending time they don't have on work that isn't their expertise
- Business owners whose books are months behind and need to get current and stay current
- Entrepreneurs whose CPA has told them their records need to be more organized before filing
- Any RGV small business that wants accurate monthly financial statements without hiring an in-house bookkeeper
Trusted Across the Rio Grande Valley
Quick Answers
How much does monthly bookkeeping cost in McAllen?
NBC's SmartBook Essential plan starts at $350/month and covers full monthly bookkeeping including bank reconciliation, P&L, balance sheet, and cash flow report.
What does a bookkeeper do every month?
NBC reconciles all bank and credit card accounts, categorizes every transaction, and delivers a P&L statement, balance sheet, and cash flow report by the 15th of each month.
Is NBC a CPA firm?
No. NBC handles bookkeeping and payroll so your books are clean year-round. We coordinate with your CPA at tax time — we do not file income taxes.
THE PROCESS
How NBC Monthly Bookkeeping Works
Onboarding
We connect to your accounting software, set up bank feeds, and review your current records. Most McAllen clients are fully onboarded in 1–2 weeks.
Monthly Processing
Every month, NBC categorizes transactions, reconciles all accounts, and closes your books. No action needed from you — we handle it.
Reporting & Review
You receive a P&L, balance sheet, and cash flow summary every month by the 15th — 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 McAllen 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 & tax coordination.
- Everything in Growth
- Tax coordination
- Year-end tax packet
- Quarterly strategy call
- Priority support
FAQ
Frequently asked questions
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. NBC handles the bookkeeping so your CPA gets clean, organized data to work with — not a pile of uncategorized transactions.
SmartBook Essential 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. We quote during your free consultation.
Yes. QuickBooks is a tool, not a service. Transactions still need to be categorized correctly, accounts reconciled, and financial statements reviewed. NBC works inside QuickBooks to keep your books accurate — the platform doesn't do the work itself.
Monthly, delivered by the 15th of the following month. Every SmartBook client receives a P&L statement, balance sheet, and cash flow report each month — so you always know where your business stands.
Yes. NBC primarily works with QuickBooks Online and Desktop, 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 integrate.
Still have questions? Talk to our team.
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Book a free consultation and find out which SmartBook plan fits your business. No pressure, no commitment — just clean books starting next month.
McAllen, TX · Bilingual EN/ES