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Transparent Bookkeeping Plans
All plans include weekly cash flow insights to keep your business on track
Lite Plan
Perfect for smaller businesses starting out, but on their way!
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, credit card, and platform reconciliations
Cash-basis accounting
Bluevine account setup (up to 5 sub-accounts) *see slider with arrows below
Weekly cash flow monitoring and report with summary
Basic COGS and year-end inventory tracking
Monthly financial reports (P&L, Balance Sheet, Cash Flow) with summary
1 software integration*
Sales tax coordination with TaxHero for outside of Illinois and multi-state sales tax needs
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 detailed summary
Quarterly inventory, COGS, and product profitability tracking
Up to 2 software integrations*
Coordination with your payroll provider for QuickBooks/Xero recording and reconciling
Priority email support with 24-hour or less response time
Monthly financial review call
Annual budget guidance
Everything in the Shine Track Plan, plus:
600-1000 transactions per month
Bluevine account setup (up to 20 sub-accounts) *see slider with arrows below
Monthly inventory, COGS, and product profitability tracking
Monthly financial reports (P&L, Balance Sheet, Cash Flow) with variance analysis and summary
E-commerce and inventory management integration
Priority email and phone support
Custom report creation upon request
Custom KPI Dashboards
Bookkeeping services using QuickBooks Online or Xero
Weekly cash flow insights to keep your business on track
Secure client portal and financial document storage
Accounting software data backup by Rewind or SysCloud
Bank-level data security, encryption, and multi-factor authentication
Unlimited email and client portal communication
Year-end, income tax-ready financials for your CPA or Enrolled Agent
One 90-minute or two 45-minute personalized onboarding sessions
Add-On Services
QuickBooks Online or Xero account and Chart of Accounts setup
$375+
Additional transactions beyond package limits
$0.75 per transaction
Additional integrations
At cost
*General integrations included in the bookkeeping plans are limited to $50 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 included with Shine Track bookkeeping plans.
Clean-up or Catch-up Project
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$600-$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 ($750-$1,125)
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6 months behind/cleanup: 15-30 hours ($1,125-$2,250)
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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: $150-375+ depending on hours anticipated and complexity
Gusto Payroll Consulting
Assistance with Gusto account setup, payroll configuration, and ongoing payroll questions. Includes QuickBooks/Xero integration guidance.
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Initial Setup Package: $250-$375
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Includes: Account setup, payroll settings configuration, employee onboarding guidance, QuickBooks/Xero integration setup
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Ongoing Consulting: $125/hour for payroll questions
Profit First Implementation
See the Case Study opportunity
Limited spots available and for a limited time!
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Partner with Shine Track Financials and receive premium bookkeeping services at a significant discount while helping gain greater insights into best practices for cash flow management and/or e-commerce accounting using Mike Michalowicz's Profit First system.
Receive 10% off your first 3 months of a bookkeeping plan!
Mention a code below:
STARTFRESH2026
YORKVILLEAREABIZ
KENDALLCOUNTYBIZ
KANECOUNTYBIZ
DUPAGECOUNTYBIZ
COOKCOUNTYBIZ
See the Case Study page regarding the opportunity to receive 40% off the Shine Track Plan.
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