FAQ
Frequently Asked Questions
Straight answers to the questions business owners ask before they hand over the books. If you are not seeing your situation here, we can walk through it together on a quick consultation call.
Getting started
All plans include a one-time $1,500 setup and cleanup that covers system integration, historical reconciliation, and chart of accounts configuration. Most cleanups are completed within 2 to 3 weeks. If you need cleanup beyond the most recent fiscal year, we will quote that separately as a fixed-price engagement.
See full pricingMost clients are fully onboarded within 1 to 2 weeks. This includes connecting your accounts, mapping your chart of accounts, setting up automation rules, and running an initial reconciliation. If your books need cleanup before monthly service begins, we scope that separately during the consultation call.
QuickBooks Online and Xero. Both are industry-leading platforms that your accounting lives in, not ours. If you are already on one of them, we connect to it. If you are starting fresh, we recommend the right one based on your business.
What we do (and don't)
No, and that is by design. We focus on keeping your management financials accurate and current all year long. Your CPA or tax preparer receives a clean year-end package from us by January 31, including reconciled financials, a P&L, balance sheet, and a 1099 summary. We also coordinate directly with your CPA, and if you do not have one, we can recommend a trusted partner.
No. Payroll is handled best by specialized providers like Gusto, ADP, or Wagepoint. We integrate with your payroll provider so the numbers flow cleanly into your books every month, but we do not process payroll ourselves.
At minimum, you get a reconciled Profit & Loss statement, balance sheet, and categorized transactions delivered by the 15th of every month. Growth plan clients also get management reports, performance dashboards, and margin analysis. Scale plan clients add quarterly strategic advisory sessions and forecasting. Every deliverable is reviewed by a CPA before it reaches you.
See what Automated Accounting includesA traditional bookkeeper does manual data entry and gives you monthly statements. That is the minimum. PixelCrest Finance runs an automation-first system that handles the routine work and layers in finance professional review, management reporting, and optional CFO-level advisory. You get cleaner books, clearer reporting, and the option to grow into deeper insight as your business demands it, all without building an in-house team.
See how we workBy January 31, we deliver a complete year-end package to your CPA or tax preparer: reconciled financials for the full year, annual P&L and balance sheet, 1099 summary for contractors paid, and organized supporting documentation in a shared folder. Your tax preparer gets organized records, not a shoebox of receipts.
Who we serve
Yes. PixelCrest Finance serves growing businesses across the United States and Canada. For US clients, we handle multi-state sales tax complexity and standard US reporting requirements. For Canadian clients, we handle GST and HST, provincial tax differences, and CAD reporting. We also support cross-border businesses that sell into both markets with multi-currency reconciliation.
For Canadian businessesWe focus on three segments: eCommerce (Shopify, Amazon, multi-channel sellers), retail (multi-location, POS-based businesses), and professional services (agencies, consulting, managed services). Most of our clients do between $500K and $10M in annual revenue.
Pricing & terms
Our plans start at $349 per month for Essentials (clean, automated accounting), $749 per month for Growth (adds management reporting and dashboards), and $1,295 per month for Scale (adds CFO-level advisory and forecasting). All plans are month-to-month and include a one-time $1,500 setup and cleanup so your books are clean from day one. Final pricing is confirmed during your free consultation based on your business size and complexity.
See full pricingYes. All plans are month-to-month with no long-term contracts. Cancel anytime with 30 days notice. Your data stays yours in QuickBooks or Xero, so there is nothing to migrate or reclaim.
Yes. Your accounting data lives in your own QuickBooks or Xero account, not ours. If you ever leave, you take everything with you. No data lock-in, no export fees, no migration headaches. This is deliberate. We believe you should own your financial data, full stop.
Who we are
Every PixelCrest Finance client has a clear team structure. Day-to-day work (reconciliations, categorizations, and exception handling) is managed by our trained accounting team using automated tools. Every monthly deliverable is reviewed by a CPA before it reaches you. Scale plan clients also get direct access to a CPA advisor through their quarterly strategic session.
PixelCrest Finance is founded by two CPAs with a combined 25+ years of corporate finance leadership experience, including senior finance roles at large technology and retail companies managing billions in revenue. Our focus is building the finance team that growing businesses actually need, using modern automation to deliver enterprise-quality financials at a price that makes sense for your business.
No. We work alongside your CPA. PixelCrest Finance handles monthly accounting and reporting. Your CPA handles tax filings, tax planning, and anything else in their area of expertise. We deliver a clean year-end package to your CPA by January 31 so their work is faster and easier. We are complementary to your CPA, not a replacement.
Still Unsure?
Bring your questions to a real conversation.
We will review your current setup, tell you honestly whether PixelCrest Finance is a fit, and recommend the right next step.