How It Works
How It Works
From setup to monthly delivery, here is exactly how we work.
Monthly Delivery
Reports delivered by the 15th. Every month. Books closed, reconciled, and ready.
Book a Free ConsultationOur Process
From setup to strategy.
A clear path from messy books to confident decisions.
We Get You Set Up
We connect your accounts to QuickBooks or Xero and set up automated data capture with Dext and A2X. Onboarding takes 4 to 6 weeks. If your books are behind, we catch them up first, quoted upfront as a one-time cleanup fee. We set up your reporting so your first monthly close is right, and every one after it lands by the 15th.
All plans
We Keep Your Books Clean
Our accountants review every transaction, reconcile every account, and close your books by the 15th. Every close is quality-checked in North America.
Essentials and up
We Bring You Clarity
Clean books become clear insight. From monthly P&L summaries to full management reporting with KPIs and trend analysis.
Growth and up
We Help You Grow
One-year budget built at setup, then budget vs actual and a quarterly reforecast, plus a 60-minute insight and strategy session every quarter.
Scale plan
Every Month
Books closed by the 15th.
Tax-ready year-round. Miss the 15th, and that month is free.
Days 1–10
Reconcile
Bank feeds import and transactions categorize automatically. Our accountants reconcile every account and eCommerce settlement.
Days 10–12
Quality check
A finance professional reviews the numbers, resolves exceptions, and flags anything unusual.
Days 12–14
Report
Your monthly financial package is generated: P&L, balance sheet, dashboards, and KPIs.
Day 15
Delivered
Your reports arrive in your inbox. Every month. No exceptions.
Standards
Structured the way finance professionals expect.
Your management financials are prepared using the same principles (GAAP and IFRS) that investors, lenders, and larger businesses rely on. Your books are built to stand up to scrutiny if you ever need them to, and your CPA gets organized records, not a shoebox of receipts.
GAAP
Generally Accepted Accounting Principles
The North American standard for financial reporting.
IFRS
International Financial Reporting Standards
The global standard for transparent, comparable financials.
The Stack
Tools we connect on day one.
Modern accounting platforms that handle the repetitive work so we can focus on what matters.
QuickBooks Online
Your general ledger. Connected to bank feeds, credit cards, and payment processors.
Xero
Alternative general ledger for businesses that prefer Xero. Full feature parity with QuickBooks.
Dext
Turns every receipt into a categorized transaction. Photo it, email it, or forward it.
A2X
Reconciles Shopify, Amazon, and Stripe settlements automatically. Clean books for multi-channel sellers.
Syft Analytics
Generates your monthly P&L, dashboards, KPIs, and forecasts. Delivered by the 15th.
All trademarks are property of their respective owners. PixelCrest Finance integrates with these platforms but is not affiliated with them.
Platforms
Works with the platforms you already use.
Every sale, payout, and invoice flows into your books. No manual exports.
All trademarks are property of their respective owners. PixelCrest Finance integrates with these platforms but is not affiliated with them.
Quick Answers
Common questions about how we work.
How long does onboarding take?
Onboarding takes 4 to 6 weeks. If your books are behind or need cleanup, we scope that on the consultation call.
Can we keep using our existing tools?
In most cases, yes. PixelCrest Finance integrates with QuickBooks, Xero, and most common payment and eCommerce platforms. If you are on something we do not integrate with, we will tell you on the consultation call.
What if my books are behind?
Very common. Cleanup is a one-time fee per month behind ($200 to $450, depending on revenue), quoted before we start, so your books are caught up before monthly service begins.
Can I switch plans later?
Yes. All plans are month-to-month. You can upgrade or downgrade anytime based on what your business needs.
The Financial Health Checklist
for Growing Businesses
10 questions a CPA would ask about your books, to tell you whether your accounting is helping you grow or holding you back. Takes five minutes.
- 10 yes/no questions across four sections
- Scoring guide: what your score actually means
- Clear next steps for each score band
A PixelCrest Finance Guide
The Financial Health Checklist
for Growing Businesses
10 questions that tell you whether your accounting is helping you grow or holding you back.
5 min read · Scoring included · No sign-up to finish
Stop Guessing.
Start Knowing.
Clean accounting, clear reporting, and the financial insight your business needs to grow. All for less than a part-time hire.