crypto accounting services

Crypto Accounting & Tax-Ready Records for U.S. Businesses

Bring clarity to your crypto finances—without waiting until tax season.

For crypto startups, Web3 companies, miners, trading businesses, DAOs, and digital asset funds.

Running a crypto or Web3 business means your finances probably live in more than one place: exchanges, self-custody wallets, stablecoins, DeFi protocols, smart contracts, and a traditional bank account. When those transactions are not organized, your books fall behind, month-end close takes too long, and tax season becomes a scramble.

Intellgus helps U.S. crypto and Web3 businesses clean up, organize, and maintain their accounting records. From wallet reconciliation and monthly bookkeeping to financial reporting and tax-ready schedules, we help your finance operations keep up with your business. Your crypto business needs more than a tax return. It needs reliable numbers all year.

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intellgus.com/crypto-accounting-services
Crypto Accounting & Tax-Ready Records for U.S. Businesses

More than crypto tax prep

Many crypto businesses do not think about accounting until tax deadlines get close. By then, transactions are scattered across platforms, wallet balances do not match the general ledger, and nobody can easily explain what happened during the year. The goal is simple: you should be able to understand your business's financial position without digging through dozens of CSV exports.

Keep the books current

We help you keep books current month after month, reconcile wallets, exchanges, and bank accounts, and track operating expenses and cash flow.

Tax-ready, founder-ready

We organize digital asset activity for tax preparation and give founders and investors clearer financial reports from records that stay current.

Process

Crypto client accounting services

Our ongoing accounting support can help your business maintain organized books and useful financial information. Rather than waiting until year-end, you can build a consistent process that keeps your financial information current.

  1. 01

    Books & reconciliation

    • Crypto bookkeeping and transaction classification
    • Wallet and exchange reconciliation
    • Digital asset accounting records
    • Expense tracking and account reconciliation
  2. 02

    Close & reporting

    • Monthly accounting close
    • Financial statement preparation support
    • Budgeting and cash flow reporting
    • Accounts payable and receivable support
  3. 03

    Tax-ready records

    • Tax-ready accounting records
    • Form 1099-DA reconciliation support
    • Coordination with your tax or assurance professionals
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Our cryptoaccounting services

Crypto transactions can be hard to track with traditional bookkeeping alone. A single business activity may involve an exchange trade, a wallet transfer, network fees, token swaps, and multiple data sources. We help organize that activity into accounting records your team can actually use.

Tax return preparation and tax advice should be provided only by professionals qualified and authorized to provide those services. Payment execution, wallet custody, and moving digital assets are outside normal accounting support unless separately agreed and properly authorized.

Crypto bookkeeping

We help organize digital asset activity into accounting records, including recording and classifying transactions, reviewing descriptions and supporting records, reconciling activity with the general ledger, tracking operating expenses and network fees, and identifying incomplete or inconsistent records.

Recording and classifying digital asset transactionsOrganizing exchange and wallet activityReconciling digital asset activity with accounting recordsTracking operating expenses and transaction feesMaintaining the general ledgerIdentifying incomplete or inconsistent records

Wallet and exchange reconciliation

When your business uses multiple wallets, exchanges, custodians, or blockchains, transaction records can get fragmented fast. A transfer may show up in several places. Fees, conversions, failed transactions, and missing records can create balance differences. We help you understand how recorded balances relate to the supporting transaction data.

Review wallet transaction historiesReconcile centralized exchange recordsCompare blockchain activity with internal recordsReview transfers between business-controlled walletsIdentify possible duplicate or missing transactionsPrepare reconciliation schedules for review

Monthly close and financial reporting

A crypto business needs a month-end close that includes more than bank reconciliations. A consistent close helps you catch issues in month one—not in December. You need reports that show how the business is performing, not just a list of transactions. For certain crypto assets, applicable U.S. accounting guidance may require fair-value measurement, with changes recognized in net income and separate balance-sheet presentation. The right treatment depends on the asset, transaction, and reporting framework.

Bank and digital asset balance reconciliationsReview of transaction classificationsGeneral ledger review and adjusting entries in scopeProfit and loss, balance sheet, and cash flow reportingDigital asset balance schedulesDocumentation of unresolved accounting items

Crypto tax compliance support

Tax compliance is easier when transaction records are organized before the deadline. Digital asset income, including income from mining and staking, may be taxable and reportable on your U.S. return. Sales, exchanges, and other dispositions may also create gain or loss reporting. We organize records for tax preparation; we do not replace a qualified tax preparer.

Organizing transaction records for tax preparationReconciling exchange statements and wallet historiesReviewing data used for gain and loss calculationsOrganizing income recordsSupporting digital asset tax reporting documentationIdentifying missing records that need follow-up

Historical cleanup and process improvement

If your business has months or years of unorganized crypto transactions, a cleanup can give you a reliable starting point for ongoing bookkeeping. As volume grows, spreadsheets and manual processes stop working. We help review processes, data sources, classification, close checklists, documentation, and automation opportunities. The right setup depends on transaction volume, number of wallets and exchanges, business model, and existing software.

Collecting wallet and exchange historiesIdentifying gaps in available dataReconciling supported transfers and balancesStandardizing transaction classificationCreating month-end close checklistsIdentifying automation opportunities

Form 1099-DA reconciliation support

Form 1099-DA is the IRS information return used by applicable brokers to report certain digital asset dispositions. Brokers generally report gross proceeds for covered transactions effected on or after January 1, 2025, and basis for certain transactions beginning January 1, 2026. A broker statement may not tell the whole story—especially if your business uses self-custody wallets, DeFi protocols, or multiple platforms.

We can help you organize available Form 1099-DA information, compare broker-reported transactions with internal records, review proceeds and available basis information, identify possible duplicate or missing transactions, organize wallet and exchange records, document unresolved discrepancies, and prepare supporting schedules for your tax professional.

Form 1099-DA reconciliation support

Crypto accounting by business type

Common accounting challenges differ by model. Support can be tailored to how your business actually operates.

Crypto and Web3 startups

Crypto and Web3 startups

Messy early-stage books, investor reporting, and expense tracking. We can support bookkeeping, monthly close, expense tracking, and management reporting.

Blockchain and software companies

Blockchain and software companies

Software revenue mixed with token activity and digital asset holdings. We can support digital asset accounting, revenue documentation, reconciliation, and reporting.

Exchanges and trading businesses

Exchanges and trading businesses

High transaction volume and complex reconciliations. We can support transaction reconciliation, accounting records, balance review, and reporting.

Mining businesses

Mining businesses

Equipment, electricity, pool activity, and token receipts. We can support bookkeeping, expense tracking, transaction documentation, and monthly reporting.

Staking and DeFi businesses

Staking and DeFi businesses

Token swaps, rewards, liquidity activity, and complex records. We can support transaction organization, wallet reconciliation, documentation, and reporting.

DAOs and decentralized organizations

DAOs and decentralized organizations

Treasury activity, contributor payments, and multi-platform records. We can support treasury reporting, expense tracking, reconciliation, and management reporting.

Digital asset funds

Digital asset funds

Holdings, transactions, expenses, and investor reporting needs. We can support accounting records, reconciliation, reporting support, and coordination with tax or assurance professionals.

Crypto accounting by business type

Support can be tailored to how your business actually operates—not a one-size-fits-all crypto template.

  • Crypto and Web3 startups

    Messy early-stage books, investor reporting, and expense tracking. We can support bookkeeping, monthly close, expense tracking, and management reporting.
  • Blockchain and software companies

    Software revenue mixed with token activity and digital asset holdings. We can support digital asset accounting, revenue documentation, reconciliation, and reporting.
  • Exchanges and trading businesses

    High transaction volume and complex reconciliations. We can support transaction reconciliation, accounting records, balance review, and reporting.
  • Mining businesses

    Equipment, electricity, pool activity, and token receipts. We can support bookkeeping, expense tracking, transaction documentation, and monthly reporting.
  • Staking and DeFi businesses

    Token swaps, rewards, liquidity activity, and complex records. We can support transaction organization, wallet reconciliation, documentation, and reporting.
  • DAOs and decentralized organizations

    Treasury activity, contributor payments, and multi-platform records. We can support treasury reporting, expense tracking, reconciliation, and management reporting.
  • Digital asset funds

    Holdings, transactions, expenses, and investor reporting needs. We can support accounting records, reconciliation, reporting support, and coordination with tax or assurance professionals.

Why work with Intellgus?

financial analysis
1

Crypto-focused accounting

Digital asset activity does not always fit a standard bookkeeping workflow. Classification, wallets, and on-chain records need a process built for that complexity.

2

Year-round support

We help you maintain records throughout the year—not only at tax time.

3

Better visibility

Reconciled records and clear reports help you understand expenses, balances, and performance.

4

Consistent processes

Standardized classification, reconciliation, and close procedures reduce recurring headaches.

5

Better records for tax season

Organized transaction histories make tax preparation easier for the professionals who prepare the return.

6

Room to scale

As transaction volume grows, your accounting workflow can grow with it.

Our crypto accounting
process

We start with your business model, transaction activity, systems, and reporting needs—then we define a workflow you can actually follow.

1

Understand your business

We discuss your business model, transaction activity, accounting systems, reporting needs, and current challenges.

2

Review available records

We identify bank statements, exchange exports, wallet histories, general ledger data, and supporting documents.

3

Identify accounting gaps

We look for missing information, unreconciled balances, inconsistent classifications, and other issues.

4

Set up the workflow

We define reconciliation procedures, documentation standards, reporting schedules, and close responsibilities.

5

Deliver the agreed support

We provide bookkeeping, reconciliation, reporting, and other agreed services.

Discuss your accounting
workflow and reporting
needs.

Our crypto accounting
process

We start with your business model, transaction activity, systems, and reporting needs—then we define a workflow you can actually follow.

1

Understand your business

We discuss your business model, transaction activity, accounting systems, reporting needs, and current challenges.

2

Review available records

We identify bank statements, exchange exports, wallet histories, general ledger data, and supporting documents.

3

Identify accounting gaps

We look for missing information, unreconciled balances, inconsistent classifications, and other issues.

4

Set up the workflow

We define reconciliation procedures, documentation standards, reporting schedules, and close responsibilities.

5

Deliver the agreed support

We provide bookkeeping, reconciliation, reporting, and other agreed services.

Watch-outs

Common problems we help solve

Your business may benefit from specialized crypto accounting support if you are dealing with the issues below. The first step is understanding which issues affect your business and agreeing on the right scope of support.

01
Typical issues

Records & reconciliation

  • Multiple wallets and exchanges with inconsistent records
  • Transactions that do not reconcile to the general ledger
  • Missing historical transaction information
  • Difficulty tracking digital asset balances
  • Unclear classifications for blockchain transactions
  • Differences between broker statements and internal records
02
Typical issues

Close, reporting & tax

  • Incomplete monthly financial reports
  • Unorganized operating expenses
  • Inconsistent month-end close procedures
  • Records that are hard for your tax preparer to use
  • Limited visibility into cash flow or runway
  • Accounting processes that get harder to manage as you grow

Build a stronger financial foundation

Your crypto business needs financial information that keeps pace with its operations. Whether you are managing multiple wallets, reconciling exchange transactions, organizing digital asset records, or preparing for tax reporting, a consistent accounting process gives you a clearer view of your business.

  • Keep books current across wallets, exchanges, and bank accounts

  • Close the month with digital asset balances in the picture

  • Hand your tax professional organized, tax-ready records

Consultation

Request a crypto accounting consultation

We'll review your wallets, exchanges, accounting software, transaction volume, and reporting needs. Strategic financial advice, treasury management, and investment recommendations should be separately defined based on the services actually offered.

01
Includes

What the consultation includes

The first conversation is about how your records actually work today.

  • Wallets and exchanges in use
  • Accounting software and data sources
  • Transaction volume and entities
  • Reporting needs and close cadence
  • Optional review of a sample wallet or exchange export
02
Deliverables

What clients can receive

The output depends on the agreed engagement.

  • A clear accounting workflow
  • Reconciled records within scope
  • Month-end reports
  • Tax-ready schedules
  • A list of unresolved items
03
Records

Records that help us start

Depending on your setup, useful starting files can include the following.

  • Wallet or exchange exports
  • Bank statements
  • General ledger or trial balance
  • Prior-year tax or broker statements
  • A short description of tokens and platforms used

Pricing depends on transaction volume, number of wallets and exchanges, number of entities, reporting frequency, historical cleanup needs, and the level of ongoing support required. Contact Intellgus for a tailored scope and quote.

FAQ

Frequently Asked Questions

A crypto accounting firm helps businesses organize digital asset transaction records, maintain accounting documentation, reconcile wallets and exchanges, prepare financial reports, and create tax-ready records. Tax, legal, audit, and regulatory compliance are separate services and should be clearly defined.

Monthly bookkeeping keeps transactions organized, tracks expenses, reconciles accounts, and keeps financial records current. For crypto businesses, regular reconciliation can also catch missing transactions before they pile up.

Yes. Reconciliation support can include reviewing transaction histories, identifying transfers, comparing recorded balances, and documenting discrepancies. The scope depends on supported platforms, data availability, transaction volume, and complexity.

Form 1099-DA is an IRS information return used by applicable brokers to report certain digital asset dispositions. Brokers generally report gross proceeds for covered transactions effected on or after January 1, 2025, and basis for certain transactions beginning January 1, 2026. A 1099-DA may not include every transaction across every wallet or platform.

Yes. Organized transaction records, reconciliations, and supporting schedules create a stronger foundation for tax preparation. Tax return preparation and tax advice should be handled by appropriately qualified professionals.

Yes. Historical cleanup can include reviewing existing records, organizing transaction histories, reconciling supported activity, identifying missing information, and documenting unresolved differences.

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