Bookkeeping Services — McAllen, TX
Year-End Bookkeeping Close in McAllen
Every January, McAllen business owners face the same scramble: gather twelve months of transactions, find missing receipts, reconcile accounts they haven't touched since March, and hand it all to their CPA by a deadline that feels impossibly close. Most CPAs in Hidalgo County charge extra for the bookkeeping cleanup they end up doing on behalf of disorganized clients — sometimes more than the client pays NBC for a full year of monthly bookkeeping. NBC clients skip the scramble entirely. Your books are closed, reconciled, and packaged for your CPA by January 31st every year, with nothing missing and nothing to explain.
Sound Familiar?
Signs You Need Professional Help
Spending February and March hunting down receipts, bank statements, and explanations for transactions from the previous spring
Your CPA charges extra for bookkeeping cleanup — and you're not sure what they fixed or why
Missing deductions because expenses weren't categorized correctly throughout the year
Starting the new year with books that are still a mess from the year before
How We Help
How National Bookkeeping Company® Solves It
NBC performs a complete year-end close — every account reconciled, every transaction categorized, every outstanding item resolved
A CPA-ready financial package is delivered by January 31st: P&L, balance sheet, cash flow statement, and reconciled general ledger
We review the full year for mis-categorized expenses and correct them before your CPA files anything
January 1st, your books reset clean — new year, fresh start, no carryover mess
What You Get
What's Included in This Service
- Complete reconciliation of all bank and credit card accounts through December 31st
- Year-end profit and loss statement
- Year-end balance sheet
- Year-end cash flow statement
- Reconciled general ledger with all accounts closed
- Adjusting journal entries for accruals, depreciation, and owner equity
- Organized CPA handoff package formatted for your tax preparer
Why NBC
Why McAllen Businesses Choose NBC
Delivered by January 31st — not March
NBC's year-end close is built into every SmartBook engagement. By January 31st, your CPA receives a complete, organized package — not a request to 'figure out what happened in April.' Most NBC clients' CPAs confirm faster, cheaper tax prep when working from our books.
We fix the whole year before it gets filed
Year-end is our chance to review all twelve months for categorization errors, missing entries, and inconsistencies. If something was coded wrong in June, we fix it in December — before it ends up on your tax return.
Stop paying your CPA for bookkeeping
CPA hourly rates in Hidalgo County range from $150 to $250/hour. When they spend three hours cleaning up your books before they can file, that's $450–$750 you paid for bookkeeping at CPA prices. NBC costs less per month and delivers cleaner books.
Clean opening balances for the new year
A good year-end close doesn't just close the old year — it sets up the new one. January 1st, your QuickBooks or accounting software opens with correct balances, clean charts of accounts, and no unresolved items carried forward.
Who This Is For
This Service Is Right for You If...
- McAllen small business owners who dread tax season because their books are always a mess going into it
- Business owners who have paid their CPA extra for bookkeeping cleanup at the end of the year
- Entrepreneurs starting a new year who want clean books and accurate opening balances from day one
- Any business owner who has ever filed taxes with books they weren't fully confident in
Trusted Across the Rio Grande Valley
FAQ
Frequently asked questions
The year-end close begins in early January once all December transactions have cleared. NBC targets delivery of the complete CPA package by January 31st for most clients, though complex businesses with multiple entities or significant year-end accruals may take until mid-February. We communicate the timeline in advance.
Yes. Year-end closing and the CPA handoff package are included in every SmartBook plan — Essential, Growth, and Premium. You don't pay extra for the close. It's the natural end of twelve months of clean monthly bookkeeping.
If your books are behind, year-end close starts with catch-up bookkeeping to bring everything current. We offer catch-up as a separate engagement — once your books are current through December 31st, we perform the full year-end close and deliver the CPA package. After that, you're on a monthly SmartBook plan going forward.
The package includes a reconciled general ledger, year-end P&L, balance sheet, cash flow statement, and a summary of any significant adjusting entries made. We also organize receipts and expense documentation by category if you've been sending documents throughout the year. Most CPAs in McAllen and Hidalgo County confirm they can file directly from our package without requesting additional records.
Still have questions? Talk to our team.
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Close the Year Clean. Start the Next One Right.
Book a free consultation and find out how NBC can deliver tax-ready books to your CPA by January 31st — with nothing missing and nothing to clean up.
McAllen, TX · Bilingual EN/ES