Crypto & Web3
Accounting and Bookkeeping Packages
Profit MORE, Work LESS
Crypto transactions don’t have to complicate your business bookkeeping. Our team is experienced in working with clients that have multiple wallets and trade in various crypto currencies. We can help you analyze your finances and adjust business decisions.
Crypto/Web3 Accounting & Bookkeeping Basic Package
Monthly reconciliation of blockchain-based transactions
Monthly financial reporting
Month-end close reporting
Monthly balance sheet tracking
Monthly financial review call
Monthly bank and credit card account reconciliation
Monthly revenue & expense tracking
Historical accounting
Coding of counterparts on the blockchain
Syncing data from the blockchain to QBO
Access to team and Q&A via slack
Task and project tracking via monday.com
Assigned accountant and advisor
Crypto/Web3 Accounting & Bookkeeping Strategic Package
Monthly reconciliation of blockchain-based transactions
Monthly financial reporting
Month-end close reporting
Monthly balance sheet tracking
Monthly financial review call
Monthly bank and credit card account reconciliation
Monthly revenue & expense tracking
Historical accounting
Coding of counterparts on the blockchain
Syncing data from the blockchain to QBO
Access to team and Q&A via slack
Task and project tracking via monday.com
Assigned accountant and advisor
Includes the above plus:
Monthly strategy/financial call
Quarterly tax planning & strategy
Tracking of decentralized finance transactions
Forecasting & quarterly review
Royalty reporting for up to 2 projects
Packages DO NOT include:
- Any required software subscriptions or tools (QBO, Gilded, etc)
- Tax filings of any kind
- Accounting cleanup work to get books to current status (if needed, this will be charged based on the time required to do the work as a separate engagement)
- Tax preparation (this is available as an optional separate engagement)
- Tax strategy/advice (this will be billed on an hourly rate if requested)