Crypto Bookkeeping That Runs Alongside Your Activity — Not After It.

Who This Is For

Is Crypto Bookkeeping a Fit for You?

This is built for people whose crypto activity has outgrown what tax software can clean up at year-end. A short qualifying read — if none of these sound like you, this probably isn’t the right service.

• You hold or actively trade crypto and your tax preparer struggled with your data this past season.
• You run a business that accepts, holds, or pays in crypto and your books don’t reflect on-chain activity correctly.
• Your “crypto bookkeeping” right now is a year-end reconciliation done by your tax software in March.
• You’ve received an IRS notice (CP2000 or otherwise) about crypto and want it not to happen again.
• You’ve heard the phrase “you can’t bookkeep crypto monthly” and don’t believe it.

If your crypto activity is one transaction a year, this probably isn’t the right service. If it’s more than that, keep reading.

The Core Idea

Annual Reconciliation Is Reactive. Ongoing Bookkeeping Is Proactive.

Most crypto tax pain isn’t a tax problem. It’s a data problem. By the time your tax preparer asks for your numbers in March, you’re trying to reconstruct a year of wallet transfers, exchange trades, staking rewards, and DeFi activity from CSV exports, browser history, and memory. The reconstruction is unreliable, the categorization is rushed, and the numbers that flow into the return are often wrong in ways that aren’t visible from inside the software.

The cost of doing this once a year shows up as extension fees, missed lots, IRS notices arriving the following autumn, and the same scramble next April. Even when the return technically gets filed, the underlying records often can’t hold up to a later question — from your preparer, from a notice, or from a future preparer who inherits the situation.

What monthly bookkeeping changes: your records are current, your wallet balances are reconciled against book totals every period, and your cost basis is tracked continuously rather than reconstructed at year-end. Errors get caught within days instead of months. By the time tax season arrives, the work is administrative — not investigative.

Annual reconciliation is reactive. Ongoing bookkeeping is proactive.

What’s Included

What Crypto Bookkeeping Includes

Every engagement is built on the same set of monthly deliverables. Tier determines transaction volume, wallet count, and which advanced features apply — not whether you get reconciled books.

• Transaction import from all wallets and exchanges. Every wallet, every centralized exchange account, every chain — pulled in and normalized into a single ledger.
• Full transaction tagging. Sale, internal transfer, swap, staking reward, airdrop, every other taxable and non-taxable event categorized correctly the first time.
• Cost basis tracking in ChainLedger. Our in-house reconciliation platform tracks IRS-compliant FIFO/HIFO methodology continuously, not at year-end.
• Period-end wallet reconciliation. Wallet balances are reconciled against book totals every period, so a discrepancy gets caught in days, not in March.
• Written summary report each period. Realized gain/loss, position summary, anything that needs your attention — in writing, every period.
• Year-end Form 8949-ready handoff package. Hand it to your tax preparer (or use it yourself) when it’s time to file. No scrambling, no surprises.
• All-digital, in writing. Every conversation, every reconciliation question, every deliverable — captured in writing. No untracked phone calls.

Process

How It Works

1. Start with the $95 diagnostic. Tell us about your wallets, exchanges, activity volume, and what last tax season looked like. We respond in writing within two business days with a tier recommendation and scoped fee.
2. Engagement letter. If we’re a fit, you receive an engagement letter naming your tier, your monthly cadence, and what’s included. The $95 diagnostic credits toward your first month if you engage within 30 days.
3. Onboarding and import. We connect to your wallets and exchanges, import historical activity if applicable, and establish your starting cost basis.
4. Monthly reconciliation. From there forward, every period you receive a written summary report, reconciled wallet balances, and current cost basis tracking — without having to ask.

The Communication Model

Why All-Digital, In Writing

Every conversation, every reconciliation question, every deliverable is captured in writing. No phone calls, no untracked Zoom decisions, no “I think we discussed this last quarter” conversations.

For crypto bookkeeping specifically, this matters more than for general bookkeeping. When the IRS asks why a particular transaction was tagged a certain way three years later, you don’t need anyone’s memory — you have the written record. When you switch tax preparers, the new one inherits a documented system, not anecdotes. When a transaction looks ambiguous in 2029, the reasoning is right there from 2026.

It’s also faster. Most crypto reconciliation questions are async-friendly — no scheduling, no back-and-forth, just a clear answer in writing within one business day.

Common Questions

Frequently Asked Questions

Do you do crypto tax preparation too?

The crypto bookkeeping service produces the records your tax preparer needs to file accurately. If you also need annual tax return preparation for the crypto activity itself, see our Crypto Tax & Digital Asset Reporting service — the two pair well, and many clients use both.

What if my activity is from prior years and I have a mess to clean up?

Backfilling prior years is a separate scoped project handled before monthly service begins. The $95 diagnostic identifies whether backfill is needed and what the scope looks like, so the engagement letter is built around the actual situation rather than estimates.

What tools do you use?

We use ChainLedger, our in-house reconciliation platform, for cost basis tracking and reconciliation. If you have existing software exports from Koinly, CoinTracker, or similar tools, we can usually start from those rather than rebuilding from scratch.

What happens if I get an IRS notice about crypto?

Notice resolution, audit response, and representation are outside the scope of bookkeeping. We refer those matters to qualified Enrolled Agents or tax attorneys. Your written reconciliation records make their job substantially easier and faster — which is often the point.

Why doesn’t this page show prices?

Crypto bookkeeping pricing depends on transaction volume, the number of platforms involved, and the complexity of your activity (DeFi, staking, perpetuals, multi-chain). Final pricing is confirmed during your $95 diagnostic and never changes after the engagement letter is signed.

Next Step

Ready for crypto bookkeeping that runs alongside your activity?

The $95 diagnostic is the first step. We respond in writing within two business days with a tier recommendation and scoped fee. If you engage within 30 days, the $95 credits toward your first month.