ACCOUNTING FOR CRYPTO EXCHANGES
Build the Financial Infrastructure Your Exchange Actually Needs
We help exchanges manage wallet reconciliation, cost basis tracking, and 1099-DA compliance while building the financial systems that support growth, regulation, and institutional trust.

Most CPA Firms Can’t Handle Crypto Exchanges.
We Can.
Running a crypto exchange means handling high-volume transactions, wallet activity across chains, shifting regulatory expectations, and customers who expect seamless reporting. It also means working in a space where most accountants have no idea how your platform actually operates.
At Iota Finance, we specialize in helping exchanges like yours build financial systems that can handle the complexity. From wallet-level reconciliation to cost basis tracking and broker reporting prep, we help you move beyond spreadsheets and siloed tools and toward clear, compliant, scalable infrastructure.
From Backlog to Backbone: How We Support Crypto Exchanges
Most exchanges don't need more software: they need a financial foundation that actually reflects how their business operates.
We help exchanges get control over their books, meet regulatory expectations, and scale with confidence.

Reconcile Wallet Activity Across Chains
We build systems that track wallet inflows and outflows across networks, so your internal records match what’s actually happening on-chain.
Maintain Real-Time Cost Basis
Accurate gain/loss reporting depends on a reliable cost basis. We help you track it in real time, even when assets move between wallets, users, or platforms.
Prepare for 1099-DA Compliance
Broker reporting is here. We help exchanges get ready for Form 1099-DA with defensible data, TIN collection strategies, and reporting workflows built to scale.
Support Institutional Partnerships
Demonstrable financial maturity—controls, reporting, clean books—is a prerequisite for banks, payment partners, and investors. We help you meet that standard.
Accounting, CFO, and Advisory Services Built for Crypto Companies
Accounting & Bookkeeping for Crypto Companies
We manage your core financial operations, from daily reconciliations to monthly close.
That includes wallet-level tracking, crypto-fiat conversions, cost basis calculations, and accurate reporting across both traditional and digital assets. We help you stay organized, audit-ready, and in control.
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Core Accounting & Reporting
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Financial Planning & Analysis
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Transaction & Compliance Services
Fractional CFO & Strategic Advisory for Crypto Businesses
We bring financial leadership to your business without the full-time overhead.
Our team supports you with forecasting, budgeting, board reporting, tokenomics modeling, and financial strategy for fundraising, expansion, or operational changes. You get clarity and confidence for every key decision.
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Strategic Financial Planning
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Investor Relations & Fundraising
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Cash Flow Forecasting & Management
Built-In Tax Support, Planning, & Preparation
We provide tax planning and filing services that reflect the unique nature of your business.
That includes 1099-DA readiness, staking income treatment, token-based compensation, navigating federal and multi-state crypto tax obligations, and more.
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Tax Strategy & Planning
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Business & Personal Tax Return Filing
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Capital Gains Management
Build the Financial Infrastructure Your Exchange Deserves
If you're still relying on spreadsheets, patchwork systems, or incomplete cost basis tracking, you're not alone—and you're not set up for scale. Many crypto exchanges struggle with fragmented back-office operations that create risk, slow down reporting, and distract from what really matters.
At Iota Finance, we help crypto exchanges clean up what's behind the curtain. From automating reporting workflows to reconciling complex transaction data and ensuring tax and regulatory readiness, we bring structure, clarity, and control to your financial operations.
Because at the end of the day, your financial foundation should be just as secure, scalable, and trustworthy as your platform. Let's build a financial function that gives your team the confidence to grow—while meeting the expectations of users, partners, and regulators alike.
Explore Our Latest Crypto Accounting Insights
Are You Ready for Broker Reporting Enforcement in 2025? A Guide for Crypto Exchanges
New IRS rules take effect in 2025—are you ready? This guide breaks down what crypto exchanges need to know about broker reporting enforcement, Form 1099-DA, and how to prepare now.