Skip to main content
Illinois · IL

Business Banking for Accountants in Illinois

Free business checking with 1.75% APY, built-in accounting, and unlimited sub-accounts for accountants in Illinois.

Starting an Accounting Business in Illinois

State Tax Rate

4.95% (flat rate)

LLC Filing Fee

$150 (LLC)

Major Markets

Chicago, Aurora, Naperville, Rockford

Key Requirements in Illinois

CPA license required through Illinois Board of Accountancy
Must meet 150-credit-hour education requirement for CPA
Continuing Professional Education (CPE) required annually
Professional liability (E&O) insurance strongly recommended
Must comply with AICPA Code of Professional Conduct

Best Banks for Accountants in Illinois

Compare Illinois's top business banking options for accountants.

1

Holdings

$0/mo · 1.75% APY

Free business checking with built-in AI accounting, unlimited sub-accounts, and FDIC insurance up to $3M. Available nationwide including Illinois.

Key Features

  • Free business checking
  • Built-in AI bookkeeping
  • Unlimited sub-accounts
  • 1.75% APY on all balances

Pros

  • No fees, no minimums
  • Accounting included free
  • FDIC insured up to $3M

Cons

  • No physical branches
  • No cash deposit
2

Wintrust Bank

Regional bank

Best for: accountants in the Chicago metro area

Pros

Chicago-area focused, strong business banking, community-driven

Cons

Primarily Chicagoland

3

Byline Bank

Community bank

Best for: accountants seeking SBA loans

Pros

Illinois/Wisconsin presence, SBA preferred lender

Cons

Smaller branch network

4

Heartland Bank and Trust

Community bank

Best for: accountants in downstate Illinois

Pros

Central Illinois focus, relationship banking

Cons

Limited Chicago presence

Why Accountants in Illinois Choose Holdings

Trust Account Separation

Client trust funds in dedicated sub-accounts. Clean separation for compliance and audits.

Billable Hour Revenue

Match incoming payments to clients automatically. Know your collection rate in real time.

Multi-Entity Management

Manage LLC, S-Corp, or partnership finances in one dashboard with full separation.

Audit-Ready Books

AI-categorized transactions + real-time P&L = always audit-ready. No year-end scramble.

Accountants Banking in Illinois — FAQ

Do accountants in Illinois need a CPA license?

Not all accountants need a CPA license, but to sign audit reports, offer attestation services, or call yourself a CPA in Illinois, you must be licensed through the Illinois Board of Accountancy. Bookkeepers and staff accountants can work without a CPA.

What business structure should accountants use in Illinois?

Most accounting firms in Illinois operate as a PLLC or PC (filing fee: $150). These structures provide liability protection while meeting Illinois's professional licensing requirements. Solo practitioners often start as sole proprietors and upgrade to LLC as they grow.

What banking features matter for accountants in Illinois?

Look for robust transaction tracking, easy invoicing for retainer and hourly billing, integration with accounting software (QuickBooks, Xero), and separate sub-accounts for tax season vs. advisory revenue. AI bookkeeping is a nice irony — even accountants benefit from automated categorization.

Do Illinois accountants need a separate business bank account?

If you're operating as an LLC or PLLC in Illinois, absolutely — commingling funds can pierce your liability protection. Even sole proprietors should separate business and personal finances for cleaner tax prep and a more professional client experience.

Thinking about switching banks?

Get the free switching checklist — every step, nothing forgotten.

Free PDF — no spam, unsubscribe anytime.

Ready to open your account?

Holdings offers free banking with 1.75% APY for accountants in Illinois. Open your account in minutes.

More Illinois Business Banking Guides

Explore banking guides for other industries in Illinois.