Bookkeeping Services — McAllen, TX
Catch-Up Bookkeeping — Get Your Books Back on Track in McAllen
Life happens. A busy stretch, a difficult quarter, an accountant who left mid-year. McAllen business owners regularly come to NBC with six, twelve, even twenty-four months of unreconciled bank accounts, uncategorized transactions, and bank statements they haven't opened. Some need the catch-up for a bank loan. Some need it before their CPA can file. Some are just tired of the anxiety that builds every time someone asks to see their financials. NBC reconstructs your records month by month — categorized correctly, reconciled against every bank and credit card statement, and delivered as a clean set of financial statements your CPA or lender can actually use.
Sound Familiar?
Signs You Need Professional Help
Months or years behind on bookkeeping — transactions uncategorized, accounts never reconciled
Shoebox full of receipts with no organized records to show a CPA, lender, or partner
Bank accounts haven't been reconciled in so long you don't know if your balances are accurate
Need clean books fast for a loan application, tax filing, or business sale due diligence
How We Help
How National Bookkeeping Company® Solves It
NBC reconstructs your financial records month by month — no shortcuts, proper catch-up
Every bank account and credit card reconciled against statements, going back as far as needed
Transaction categorization done correctly so the resulting financial statements are accurate and CPA-ready
After catch-up, you can transition directly into ongoing SmartBook monthly bookkeeping — no more falling behind
What You Get
What's Included in This Service
- Historical transaction categorization for all accounts going back to your specified start date
- Bank and credit card reconciliation for every statement period in the catch-up window
- Financial statement reconstruction (P&L and balance sheet) for each month caught up
- Year-end summary for each tax year included in the catch-up period
- CPA-ready financial package at project completion
- Initial setup for ongoing SmartBook monthly bookkeeping if transitioning to regular service
Why NBC
Why McAllen Businesses Choose NBC
Month-by-month reconstruction, not a shortcut summary
Some catch-up services estimate or average transactions across periods. NBC reconstructs each month individually — correct categorizations, proper reconciliation, accurate opening and closing balances. Your CPA gets real financial statements, not approximations.
Tax-ready outcome guaranteed
The goal of every NBC catch-up is a financial package your CPA can file from without requesting additional records. We coordinate with your tax preparer to make sure the format and detail level match exactly what they need.
Clear timeline and fixed quote before we start
During your free consultation, we assess the scope — how many months, transaction volume, number of accounts — and give you a written quote and realistic timeline before any work begins. No surprise invoices halfway through the catch-up.
Catch-up clients become the best long-term clients
Many of NBC's strongest long-term relationships started with a catch-up. Once your books are current, transitioning to SmartBook Essential at $350/mo keeps them that way — so you never face another catch-up project.
Who This Is For
This Service Is Right for You If...
- McAllen business owners who are months or years behind on bookkeeping and need a clean set of records before a deadline
- Entrepreneurs applying for an SBA loan or business line of credit at IBC or Falcon International who need organized financials
- Business owners whose CPA has told them their records need to be cleaned up before filing
- Any McAllen business that experienced a staffing gap, a difficult season, or simply let the books slide — and now needs to get current
Trusted Across the Rio Grande Valley
How Long Does It Take?
Most catch-up projects complete within 2–4 weeks depending on backlog size and transaction volume. Full-year catch-ups with multiple accounts run 4–6 weeks. We give you a realistic timeline — in writing — before work begins.
After catch-up, we recommend transitioning to SmartBook monthly bookkeeping — so your books stay current going forward and you never face another catch-up project.
Catch-Up pricing: $150–$250 per month caught up, depending on transaction volume and complexity. Written quote provided before work begins.
Servicio en español disponible — llámenos hoy.
FAQ
Frequently asked questions
We can catch up books going back several years. The scope depends on transaction volume and the state of your existing records. During your free consultation, we assess the situation and give you a clear timeline and written quote before any work begins.
It depends on how many months need to be caught up and the complexity of your transactions. A typical 6-month catch-up takes 2–4 weeks. A full-year catch-up with multiple accounts generally runs 4–6 weeks. We give you a realistic timeline during your consultation.
Catch-up pricing ranges from $150 to $250 per month caught up, depending on transaction volume and complexity. A minimum project fee may apply. You'll receive a written quote before work begins — no surprise invoices.
Yes. Getting your books tax-ready is the primary goal of every catch-up. At project completion, your financial records are organized, reconciled, and delivered as a package your CPA can file from without requesting additional records or cleanup.
Absolutely. Most catch-up clients transition into ongoing SmartBook Essential bookkeeping at $350/mo — so books stay current month by month and you never face another catch-up project. We recommend making the transition immediately after the catch-up is complete.
Still have questions? Talk to our team.
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Ready to Get Your Books Back on Track?
Book a free consultation and we'll assess your backlog, give you a written quote, and get your books current — so you can stop dreading the question.
McAllen, TX · Bilingual EN/ES