Upload Your Bank Statements
Add every statement you want included: all the months you need, and every business account. We use them to:
- Count your transactions
- Estimate your workload
- Show your pricing options
0 statements added
Tip: Excel or CSV downloads from your bank's website give you an exact count right away. PDF statements are accepted too; our team counts those before your invoice.
Need help? Email maks@account-keeping.com
🔒 Your files are read in your browser to count transactions and are not stored on this page
Analyzing your statements…
Reading files…
These transactions represent your business activity — income and expenses that will appear on your Profit & Loss and tax return.
Choose how you'd like to proceed
Both plans use the same IRS categories. The difference is who does the categorizing.
Most Popular
M.A.K.S. Pro Managed
Done For You
$55/month + $2.50/transaction
$55.00/month
Monthly fee — paid today
- We categorize every transaction
- IRS Schedule C ready
- P&L report in 48 hours
- Zero work on your end
- Count confirmed before you're invoiced
⏱ Estimated turnaround: 24–48 hours
M.A.K.S. Simple
Do It Yourself
$39/month + $1.50/transaction
$39.00/month
Monthly fee — paid today
Transaction fee estimate: $0.00 (your transactions × $1.50). Invoiced separately after we confirm your count.
- You categorize your transactions
- We review before finalizing
- Catch errors before your CPA
- Upgrade to Pro Managed anytime
- Mileage tracker included
Start with Simple — if it becomes overwhelming, we can take over.
Not sure? Email us and we'll help you choose.
🎯
Request Received!
Complete your monthly payment below to get started.
Once it comes in, we'll set up your secure client portal and email you your login.
Once it comes in, we'll set up your secure client portal and email you your login.
💳 Step 1 — Pay Your Monthly Fee
$55.00
$55/month
💳 Pay $55/month with Square →
🔒 Secure payment via Square
📋 Step 2 — Transaction Fee (Invoiced Separately)
Your transaction fee is $2.50 per transaction. After we confirm your count, we'll email you a Square invoice.
Send statements monthly and you'll be invoiced monthly. Send a full year and you'll receive one invoice for the year.
Your transactions × $2.50/txn
Estimate only — your invoice will show your confirmed count
- ✅ Complete your $55 payment above
- 📧 We set up your client portal and email your login
- Log in and upload your statements to your portal
- We confirm your count and email your transaction fee invoice
- Once paid, we begin categorizing — P&L ready in 48 hours
Questions? Email maks@account-keeping.com
⚡
You're Getting Set Up!
Complete your monthly payment below to get started.
Once it comes in, we'll set up your secure client portal and email you your login.
Once it comes in, we'll set up your secure client portal and email you your login.
💳 Step 1 — Pay Your Monthly Fee
$39.00
$39/month · cancel anytime
💳 Pay $39/month with Square →
🔒 Secure payment via Square
📋 Step 2 — Transaction Fee (Invoiced Separately)
Your transaction fee is $1.50 per transaction. After we confirm your count, we'll email you a Square invoice.
Upload one month at a time and you'll be invoiced monthly. Upload a full year and you'll receive one invoice for the year.
Your transactions × $1.50/txn
Estimate only — your invoice will show your confirmed count
- ✅ Complete your $39 payment above
- 📧 We set up your client portal and email your login
- Log in and upload your statements to your portal
- We confirm your count and email your transaction fee invoice
- Categorize at your own pace — we review before finalizing
Questions? Email maks@account-keeping.com