Empowering Crypto Firms with Financial Leadership
At Iota Finance, we provide specialized accounting, bookkeeping, and CFO services tailored to the needs of the crypto ecosystem.
From transaction tracking to regulatory and tax compliance, we build the financial infrastructure that powers your business.

You’ve Built Something Real. Now You Need a Finance Team That Can Keep Up.
Running a crypto company means operating in constant ambiguity. Regulations are evolving. Investors are asking tougher questions. And the tools you need to stay compliant and financially sound are often incomplete or incompatible with how your business actually works.
If you've already tried working with a traditional CPA firm, you’ve likely run into roadblocks. They don’t understand your transaction flow. They can't explain staking income. They treat crypto as an unusual quirk instead of the core of your business.
At Iota Finance, we do things differently. We specialize in working with companies in the crypto space. Whether you're tracking cost basis across chains or preparing for your first financial audit, we help you build and manage financial systems that are clear, compliant, and built for growth.
Specialized Financial Support for the Cryptocurrency Ecosystem
We partner with companies across the crypto space: each with their own challenges, reporting requirements, and technical complexity. From early-stage startups to growth-stage platforms, our clients turn to Iota Finance to bring clarity, structure, and strategy to their financial operations.
Crypto Exchanges
We build infrastructure for wallet reconciliation, cost basis tracking, and 1099-DA reporting. Everything is designed to scale as your exchange grows.
Crypto Consulting Firms
We help firms navigating token payments, hybrid billing models, and project-based contracts by building bespoke systems to boost accuracy.
DeFi Platforms
We help DeFi teams handle staking income, validator rewards, and cross-chain activity. Our reporting systems are built around how protocols actually operate.
Crypto Payment Processors
We support high-volume payment platforms with real-time transaction tracking, crypto-to-fiat reconciliation, and clear financial reporting.
Crypto Mining Operations
We provide accounting support for token inflows, capital assets, electricity expenses, multi-entity financial management, and more.
NFT Platforms and Service Providers
We handle revenue recognition for sales and royalties, platform fees, and multi-party payout structures with clean, accurate reporting.
Cryptocurrency Accounting Services
Most firms either understand crypto or they understand accounting. We get both. Our team combines deep industry knowledge with the technical precision needed to keep your financial operations on track.
Here’s why crypto companies work with us:
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Domain Expertise
We understand how crypto businesses operate — from tokens and wallets to validator payments and protocol activity.
Entrepreneurial Mindset
We design systems that scale — so your financial infrastructure grows with your business, not against it.
Scalability
We bring clarity to complexity — with tools and processes built for high-volume, multi-asset operations.
Relationships
We act as a partner, not just a vendor — providing proactive guidance that supports strategy, not just compliance.
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
Work With a Finance Team That Understands Crypto — and How to Scale It
Your business is too complex for a one-size-fits-all solution. Whether you're cleaning up messy books, preparing for 1099-DA, or building out your finance function for the first time, Iota Finance gives you the structure and support you need to move forward with confidence.
We start with a conversation about your current systems, pain points, and goals. Then we build a financial approach that fits your business—now and as it grows.
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.