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Small Business Bookkeeping Plans
Lite Plan
Perfect for smaller businesses or soloprenuers starting out
Shine Track Plan
Designed for growing businesses with more volume
Shine Track PLUS Plan
For small businesses with even more volume and/or more complex operations
1-299 transactions per month​
Weekly transaction categorization
Unlimited bank and credit card reconciliations
Cash-basis accounting
Bluevine account setup (up to 5 sub-accounts) *see slider with arrows below
Weekly cash flow monitoring and report
Basic COGS and year-end inventory tracking
Monthly financial reports (P&L, Balance Sheet, Cash Flow) with summary
1 software integration
Email support with 48-hour or less response time
Quarterly financial review call
Everything in the Lite Plan, plus:
300-599 transactions per month​
Cash-basis OR accrual-basis accounting
Bluevine account setup (up to 10 sub-accounts) *see slider with arrows below
Weekly cash flow monitoring and report with summary
Quarterly inventory and COGS tracking
Up to 3 software integrations
Priority email support with 24-hour or less response time
Monthly financial review call
Annual budget
Everything in the Lite and Shine Track Plans, plus:
600-1000 transactions per month
Bluevine account setup (up to 20 sub-accounts) *see slider with arrows below
Monthly inventory and COGS tracking
Monthly financial reports (P&L, Balance Sheet, Cash Flow) with variance analysis and summary
Up to 4 software integrations
Priority email and phone support
Custom report creation upon request
Custom KPI Dashboards
Bookkeeping services using QuickBooks Online or Xero
Secure client portal and financial document storage
Accounting software data backup by SysCloud
Bank-level data security and encryption
Multi-factor authentication on all accounts
Unlimited email and client portal communication
Year-end, income tax-ready financials for your CPA
One 90-minute or two 45-minute personalized onboarding sessions
Add-On Services
QuickBooks Online account and Chart of Accounts setup
$250-600
Additional transactions beyond package limits
$0.75 per transaction
Additional integrations
$50/month each
Form 1099 reporting, preparation, and filing
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Base Service: $75 (includes setup, compliance review, e-filing)
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Per Form: $12 (1-10 forms)
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Per Form: $10 (11+ forms)
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What's Included:
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Review of vendor payments to identify 1099 requirements
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Verification of W-9 information
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Preparation and e-filing with IRS
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Secure e-delivery to recipients
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PDF copy of all filed forms for your records
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Sales tax reporting, preparation, and filing​
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Illinois sales tax (monthly or quarterly filing): $125/month or quarter
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Review sales transactions and calculate tax liability
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Reconcile sales tax collected vs. owed
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Prepare state sales tax return
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E-file with state revenue department
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Maintain records of all filings
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Track payment confirmations
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Sales tax coordination with TaxHero for outside of Illinois and multi-state sales tax needs
Clean-up or Catch-up Project
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$599-$6,000, depending on hours anticipated and complexity
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Services include:
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Historical transaction recording and reconciliation
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Correction of bookkeeping errors
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Chart of accounts restructuring
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Account reconciliation (bank, credit card, loans, inventory)
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Prior period adjustments (with filed/not filed tax returns in mind)
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Typical Project Scope:
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3 months behind/cleanup: 10-15 hours ($599-$889)
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6 months behind/cleanup: 15-30 hours ($1,189-$1,779)
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12+ months behind/cleanup: 30-60+ hours (custom quote)
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All cleanup projects start with a thorough diagnostic review and a range quote upon completion of discussing the results of the diagnostic review.
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Diagnostic Review: $149-300 depending on hours anticipated and complexity
Receive 10% off your first 3 months of a
bookkeeping plan after our consultation!
Mention a code below:
2026STARTFRESH (good through 2/28/2026)
YORKVILLEAREABIZ
KENDALLCOUNTYBIZ
KANECOUNTYBIZ
DUPAGECOUNTYBIZ
Bookkeeping Services for Your CPA or Tax Firm
Attention: CPA Firms & Tax Accountants
Need bookkeeping support for your tax clients?
We offer white-label bookkeeping services and referral partnerships for accounting firms focused on tax preparation. Let us handle the books while you focus on what you do best.
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Partnership options include:
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White-label services (we work under your brand)
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Referral arrangements with commission structure
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Overflow support during busy season