Solutions
Monthly accounting
Compliance Advisory & Filing
CFO advisory
Complex Tax Advisory
Resources
2025 New Crypto Tax Regulation Guide
Wallet-by-wallet tax rules
Corporate Crypto Holdings
Form 1099-DA Broker Reporting
Crypto Business vs. Investment Classification
Multi-jurisdictional tax requirements
Token Valuation
Tax Guide for Crypto Lawyers
Client Onboarding & Initial Assessment
Strategic Planning & Structure Optimization
Implementation & Documentation
Ongoing Compliance Management
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CFO services that evolve with your growing business.
We offer full strategic finance support from experts who understand how to get you to the next level.
Monthly CFO Advisory
Budgeting & forecasting
Quarterly budgets based on latest business realities
Financial forecasts (historical and forward)
Monetization modeling
Scenario planning
Investor and board reporting
Board package preparation
CFO reporting to the board
Web3 services
Wallet management and staking
Manage liquidity partnership with OTC trading desks
Starting at
$3500
BILLED PER MONTH
Get started now
Fundraising Strategy
Fundraising support
Capital deployment simulation
Financial forecasting
Market analysis and sizing
Pitch narrative review
Deal room preparation
Cap table management
Cap table clean up
ESOP calculation
Captable scenario planning
Web3 services
SAFT management & execution
ICO planning and execution
Whitepaper and Tokenomics
AML and KYC
Starting at
$5000
PER ENGAGEMENT
Get started now
M&A Advisory
Preparation
Consolidation and divestiture review
Deal engineering, structuring and negotiation
Cap table scenario planning
Board reporting and investor management
Due diligence support
Cap table clean up
Deal room preparation
Coordination with M&A lawyers
Review counterparty financials
Starting at
$10,000
RETAINER
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Personal
Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$29
USD
BILLED PER MONTH
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Business
Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$249
USD
BILLED PER MONTH
Try it on browser
Enterprise
Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$599
USD
BILLED PER MONTH
Try it on browser
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Your finance backbone
Compliance Advisory
Proactive guidance on entity setup, registrations, and ongoing obligations—built for cross-border crypto teams.
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Monthly accounting
Run your business with a clear financial picture and put your bookkeeping, payroll, bills, and invoices on autopilot.
Get your books handled
Complex Tax Advisor
We focus on complex founder challenges that directly impact valuation, expansion, or compliance.
Get Web3 support