Crypto Bookkeeping Services

CPA-reviewed crypto bookkeeping for companies whose transactions live on-chain: every wallet, exchange, and contract reconciled monthly through an enterprise subledger into Xero or QuickBooks. We keep books for 20+ entities under monthly management today.

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Crypto bookkeeping

Bookkeeping built for books that live on-chain

Most crypto companies discover the state of their books at the worst possible moment: a financing, an audit, or a tax deadline. The failure modes are predictable, because bank-feed bookkeeping cannot see them: swaps never recognized as dispositions, gas fees vanishing untracked, staking income missing from the ledger, and cost basis rebuilt from exchange CSVs under pressure. Proper digital asset bookkeeping replaces that scramble with a pipeline: every source feeding an enterprise subledger, posting clean monthly entries to your general ledger, reconciled to the chain every close.

What we handle

Cryptocurrency bookkeeping services, wallet by wallet

Wallet and exchange reconciliation

Every wallet, exchange account, and custodian tied out monthly, with gains, losses, income, and gas fees broken out per token and per entity. If it moved on-chain, it is in the ledger.

Subledger implementation

Cryptio, Breezing, CoinTracker Enterprise, Cryptoworth, or Tres Finance selected for your activity, configured, and connected to Xero or QuickBooks, with full history imported and priced from one consistent source.

Historical cleanup and cost basis rebuild

Dead exchanges, missing history, and cost basis reconstructed with documented assumptions, including Canadian adjusted cost base where it applies. Onboarding ends with books you can defend from day one.

Monthly close and reporting

Summarized journal entries, management statements, and a fixed close calendar, delivered by the same team that runs monthly accounting for the rest of your business.

Who we support

Companies that need a crypto bookkeeper who can defend the numbers

Web3 and token startups from first wallet to post-TGE treasuries. Corporations holding digital assets on the balance sheet. Funds and OTC desks with high transaction volume. Platforms whose banking partners and auditors expect statements that reconcile. If you have been searching for a crypto bookkeeper who can walk an auditor through every balance, that standard is the baseline here: we keep books for 20+ entities under monthly management.

How it works

From wallets to a monthly close in five steps

  1. Scoping and wallet inventory

    Entities, wallets, exchanges, and activity types mapped, plus the state of the current books. You get a fixed onboarding quote and a monthly price.

  2. Subledger selection and setup

    The platform chosen for your chains and volume, every source connected, and full transaction history imported and priced consistently.

  3. Historical rebuild

    Prior periods reconstructed and tied to the chain, misclassified transactions corrected, and cost basis rebuilt with documented assumptions.

  4. Monthly close cadence

    Wallet-by-wallet reconciliation, summarized entries to Xero or QuickBooks, and management statements on a fixed calendar.

  5. Reporting and tax handoff

    Clean workpapers handed to your tax preparer or our own tax team, turning year-end into an administrative step instead of a forensic project.

Why Convoy

Why companies move their crypto books to Convoy

We are a CPA-led team with 22+ years of collective experience that has run finance for 70+ tech and Web3 projects, with every ledger reviewed under Nexoa CPA Professional Corporation. Crypto bookkeeping here is not a bolt-on: it is the operating layer of our crypto and Web3 finance practice, and it feeds directly into tax filings and board reporting. For the technical foundations, start with our guide to crypto accounting in Canada and the shift to wallet-by-wallet cost basis tracking.

Bookkeeping is the base layer

Clean books make everything downstream cheaper: filings, audits, financings. When you are ready for the next layer, see our crypto tax accountant in Canada page for filings and CRA positions, or bitcoin mining accounting if you mine or host. Prefer to work with someone local? We serve clients through our Toronto and Montreal crypto accounting practices.

Crypto bookkeeping questions founders ask

What does crypto bookkeeping include each month?

Every wallet, exchange, and custodian is reconciled through the subledger, with gains, losses, income, and gas fees broken out per token. Summarized journal entries post to Xero or QuickBooks, balances are tied to the chain, and you receive management statements on a fixed close calendar. The output is a general ledger an auditor, lender, or acquirer can rely on.

How is crypto bookkeeping different from standard bookkeeping?

Standard bookkeeping records what the bank feed shows. Crypto bookkeeping has to reconcile the ledger to the chain itself: every swap is a disposition, gas fees need consistent treatment, income arrives as tokens rather than dollars, and cost basis must be tracked continuously under the applicable tax rules. A bank-feed workflow sees none of that, which is why crypto books kept in generic software fall apart at year-end.

Which crypto subledger should we use: Cryptio, Cryptoworth, or Tres Finance?

It depends on your chains, transaction volume, DeFi complexity, and reporting requirements. We implement and operate all the major enterprise platforms, including Cryptio, Breezing, CoinTracker Enterprise, Cryptoworth, and Tres Finance, and we recommend based on fit for your activity, not referral arrangements. The subledger choice is made in scoping, before any commitment.

How do you book staking rewards, airdrops, and gas fees?

Rewards and airdrops are generally recorded as income at fair value on receipt, creating a new cost base for the tokens received. Gas fees are expensed or added to cost depending on the purpose of the transaction, applied consistently. Pricing comes from a single documented source across the entire ledger, so the treatment holds up when someone checks the numbers.

Can you reconstruct old wallets, dead exchanges, and missing cost basis?

Yes, and it is a standard part of onboarding. We rebuild transaction history from chain data, surviving exchange exports, and statements, then reconstruct cost basis under the applicable rules with documented assumptions where records no longer exist. Most companies arrive with gaps; the goal is books that are defensible from the earliest period forward.

What does crypto bookkeeping cost per month?

Pricing scales with the number of wallets and exchanges, transaction volume, and the complexity of DeFi or staking activity. Engagements pair a monthly retainer with a one-time subledger implementation and historical cleanup, and CPA-reviewed bookkeeping starts at $1,200 per month. We scope and quote in the first call, before any commitment.

Get every wallet reconciled, every month

Book a free consultation with a CPA who works with founders every day. We will map your accounting, tax, and CFO needs in one call.

Schedule a consult