Accounting & CFO Services for Crypto Consulting Firms

Your Partner for Crypto-Native Accounting and CFO Services

We turn hybrid revenue, token payments, and project-based work into clean, usable financials. With Iota Finance, you get clarity, control, and reporting that reflects how your business actually runs.

pexels-divinetechygirl-1181345

Built for Crypto Consultants. Backed by Accounting Expertise.

Your business model doesn’t fit the mold, and neither do your financials. Between project-based contracts, token revenue, hybrid compensation, and evolving tax guidance, most crypto consulting firms are left cobbling together solutions from CPAs who don’t understand the work or tools that can’t handle the complexity.

At Iota Finance, we specialize in supporting firms like yours. Whether you’re billing protocols in USDC, receiving tokens as equity, or trying to match wallet activity to client deliverables, we help bring clarity and structure to your financial operations. Our goal is simple: systems that make sense, reporting you can trust, and a partner who actually understands what you do.

Accounting, CFO, and Advisory Services Built for Crypto Companies

We provide ongoing financial support designed to handle the complexity of crypto business models. Whether you're a founder juggling token-based revenue or a professional services firm trying to keep your crypto accounting in check, we help you build systems that support your business as it scales. 

Accounting & Bookkeeping for Crypto Consultants

We manage your day-to-day and monthly financial operations with systems designed specifically for crypto consulting firms. 

That includes mapping wallet activity to project revenue, reconciling hybrid crypto-fiat payments, and maintaining clean, categorized records across clients. Whether you’re billing in USDC, ETH, or dollars, we bring order to the mess and ensure your financials are audit-ready, always.


  • Checkmark Core Accounting & Reporting
  • Checkmark Financial Planning & Analysis
  • Checkmark Transaction & Compliance Services

Fractional CFO & Strategic Advisory for Crypto Consultants

We offer hands-on financial leadership that helps you understand your business and make better-informed decisions for its future. 

From cash flow analysis and margin by engagement to budgeting, forecasting, and modeling token-based compensation, we support the financial side of your strategy. You get the all the insight and expertise of a full-time CFO—without the overhead that typically goes along with it.


  • Checkmark Strategic Financial Planning
  • Checkmark Investor Relations & Fundraising
  • Checkmark Cash Flow Forecasting & Management

Built-In Tax Support, Planning, & Preparation

We handle crypto-native tax planning and preparation at the entity and the individual level, helping you navigate complexities including the treatment of token compensation, staking income, validator rewards, and cross-border activity. 

We help you avoid surprises, reduce your exposure, and stay compliant with the tax rules that apply to your business—even as they continue to evolve. Take control of your tax planning today. 


  • Checkmark Tax Strategy & Planning
  • Checkmark Business & Personal Tax Return Filing
  • Checkmark Capital Gains Management
GET STARTED

Get the Financial Clarity You’ve Been Missing

You bring structure, insight, and results to your clients—your financials should do the same for you. But for most crypto consulting firms, traditional accounting systems just can’t keep up. Between token payments, milestone-based billing, hybrid compensation, and inconsistent revenue streams, it’s easy to end up with messy books, unclear financials, and reporting that doesn’t reflect how your business actually runs.

At Iota Finance, we help crypto consulting firms cut through the noise. We don’t force your business model into a standard template—we build systems around how your firm actually operates. That starts with understanding your engagements, wallets, and revenue flows. From there, we implement the accounting infrastructure, financial reporting, and strategic guidance you need to make better decisions and scale with confidence.

Clarity isn’t a luxury—it’s a foundation. Let’s build it together.

RESOURCES

Explore Our Latest Crypto Accounting Insights