IOTA FINANCE

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.

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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.

WHO WE WORK WITH

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.

CRYPTO-NATIVE ACCOUNTANTS

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.


  • Checkmark Core Accounting & Reporting
  • Checkmark Financial Planning & Analysis
  • Checkmark 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.


  • Checkmark Strategic Financial Planning
  • Checkmark Investor Relations & Fundraising
  • Checkmark 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.


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

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.

RESOURCES

Explore Our Latest Crypto Accounting Insights