Digital Asset Management for Small Business
Reliable Digital Asset Accounting with Zero Financial Risk
When crypto becomes part of digital asset management for your small business, basic bookkeeping isn’t enough to maintain tax compliance. Our cryptocurrency accountants keep your records audit-ready as you grow.
- Trusted by small businesses using crypto in operations and treasury
- Accurate tax reporting aligned with IRS and GAAP expectations
- Designed to fit into your existing finance workflow


JUST A FEW OF THE COMPANIES WE’VE SUPPORTED OVER THE YEARS
Blockchain Transaction Support & Digital Asset Management
We help small businesses manage crypto treasuries with clear controls, accurate reporting, and compliant workflows. Event classification, FMV valuation, internal transfer mapping, and reconciliation across wallets, smart contracts, and more for audit readiness.

When Does a Small Business Need Digital Asset Management?
Once crypto becomes part of how your business operates, having the right structure in place matters. These are common points where basic bookkeeping stops being enough.
Once customers start paying in crypto, every transaction needs to be recorded at the correct value and mapped in your books. Without this, revenue reporting and tax filings can quickly become inaccurate.
Do you accept crypto payments?
Once customers start paying in crypto, every transaction needs to be recorded at the correct value and mapped in your books. Without this, revenue reporting and tax filings can quickly become inaccurate.
Does your business hold crypto as part of the treasury?
If your business keeps crypto on the balance sheet, you need consistent tracking, valuation, and documentation to avoid reporting gaps and compliance issues.
Are you preparing for funding, audits, or reviews?
Investors, auditors, and lenders expect clean, explainable records. Digital asset activity that isn’t properly reconciled or documented slows down deals and raises unnecessary questions.

Our Digital Asset Management Services for All Your Small Business Accounting Needs
Small businesses using digital assets face a number of problems that traditional tools weren’t built to handle. Our cryptocurrency services are designed to fit into how small businesses actually operate.
Crypto Payment Integration
Accept crypto payments without disrupting your accounting workflow. Let’s make sure revenue is recorded accurately for tax and financial reporting.
Digital Asset Valuation & Fair-Value Tracking
Get accurate FMV for every transaction automatically captured at the correct timestamp. We support GAAP-compliant valuation methods so your financial statements are audit-ready.
Tax Compliance for Digital Asset Transactions
Stay ahead of IRS rules with proper reporting of income, capital gains, staking rewards, and crypto payments. Our CPAs manage all entity-level crypto tax obligations for your business.
Multi-wallet Reconciliation
Easily manage assets across wallets, exchanges, and platforms. We consolidate onchain activity into a clean sub-ledger, identify discrepancies, and eliminate phantom gains.
Financial Reporting & Month-End Close Support
We convert raw wallet activity into GAAP-ready financial data, mapped to your chart of accounts. Your finance team receives clean reports for month-end close, audits, and investor reporting.
Treasury Controls & Secure Asset Management
We help your business manage digital assets safely through structured wallet policies, access controls, and audit trails, thereby reducing operational risk and improving internal functioning.
Digital Asset Accounting Risks Small Businesses Miss
Many small businesses adopt crypto without realizing how quickly traditional bookkeeping can fall short.
Unreconciled Wallet Activity
Onchain transactions don’t automatically align with accounting systems, leading to incomplete records.
Valuation Inconsistencies
Incorrect or missing fair-market values distort revenue, expenses, and balance sheets.
Misclassified Internal Transfers
Wallet-to-wallet movements are mistaken for taxable activity without proper mapping.
Weak Audit Trails
Lack of documentation makes it difficult to explain digital asset activity during audits or reviews.
Disconnected Finance Workflows
Crypto activity sits outside month-end close, creating blind spots for leadership.

Let’s create the perfect balance
Fit Digital Asset Accounting Into Your Finance Workflow
Digital asset accounting should support your existing finance processes without creating extra work.
Ledger Integration
We align onchain activity with your general ledger so crypto transactions are reflected accurately in your financial statements.
Multi-Wallet Reconciliation
Activity across wallets, exchanges, and platforms is consolidated into a single record consistently.
Fair-Value Tracking
Each transaction is captured with the correct fair market value at the right time, supporting accurate reporting.
Month-End Close Support
Crypto data is prepared in a format your finance team can use during close, audits, or reviews.
FAQs
Your questions, answered
What does digital asset management for a small business involve?
Digital Asset Accounting involves managing various digital assets like cryptocurrencies, tokens, and virtual currencies within a financial framework, including tasks like record-keeping and financial reporting.
How should a small business record crypto payments?
Crypto payments must be recorded at their fair market value (FMV) when received. Our crypto bookkeepers ensure income is properly recognized and mapped to your books for tax compliance.
Do wallet-to-wallet transfers affect your business’s digital asset management?
No. Internal wallet transfers aren’t taxable, but they must be documented to maintain accurate tracking and prevent errors in your digital asset accounting.
Why is cost-basis tracking important in digital asset accounting?
Cost basis determines gains or losses when digital assets are sold or exchanged. Small businesses need complete cost-basis records to avoid incorrect tax reporting and maintain proper digital asset management.
What IRS requirements apply to small businesses using crypto?
Depending on the entity, businesses may need Forms 8949, 1120, 1065, and supporting schedules. Professional digital asset accounting ensures all crypto activity is reported correctly under IRS guidelines.
Do small businesses need a specialist for digital asset management?
Yes. Traditional accountants rarely handle multi-wallet reconciliation or crypto valuation. Small businesses benefit from crypto tax experts who understand on-chain activity and IRS rules.






