Your blockchain business moves at the speed of the next block. Your books should keep up.
Chainwise delivers CPA-led crypto bookkeeping services that transform chaotic multi-chain transaction histories into clean, reconciled, GAAP-compliant financial records—giving you the clarity to make better decisions and walk into tax season fully prepared.
Most crypto bookkeeping is handled by generalists using off-the-shelf tools. We pair dedicated CPAs with blockchain-native reconciliation workflows to deliver financials that actually reflect your on-chain reality.
We’re not just CPAs; we’re your neighbors who speak fluent crypto. Our team stays ahead of the latest developments in both local and international crypto regulations, ensuring your taxes are as current as the blockchain itself.
Revenue, payroll, operating expenses, and digital assets integrated into one cohesive system—no more maintaining separate books for fiat and on-chain activity.
Monthly reconciliation and closing processes that keep books current, reduce year-end scramble, and deliver clean handoffs to your tax preparation team.
We consolidate activity across every blockchain, exchange, and wallet into a single reconciled ledger—tracking cost basis, transfers, and fees accurately.
Yield farming, liquidity pools, staking, bridging, and wrapping—each classified, recorded, and reconciled with the correct accounting treatment for compliance.
Crypto assets measured at fair value every period per ASU 2023-08, with gains and losses in net income and audit-ready disclosures built into your financials.
Multi-sig wallet tracking, governance token flows, contributor payments, and grant disbursements—structured for transparency and stakeholder reporting.
Your business doesn’t operate in crypto alone. We maintain unified books that integrate fiat revenue, payroll, operating expenses, and digital asset activity into a single, cohesive financial picture.
Accurate, organized books are the foundation of a healthy business. With Chainwise, every transaction is recorded correctly and reconciled against your accounts, giving you clean, reliable data you can trust.
That means fewer surprises at tax time and more confidence when making strategic decisions. We handle the details so you can stay focused on running and growing your business.
Our Plans
Year-round clarity across wallets, exchanges, and DeFi—so you can make smart moves, sleep better at night, and never worry if the IRS sees something you don’t. (We speak DeFi, NFTs, staking, and the new 1099-DA rules.)
Businesses that want fully aligned crypto, accounting, and tax handled end-to-end by one provider.
Businesses working with another CPA but needing clean, reconciled crypto and accounting records for filing.
One-time engagement (TY2025)
2025 Business Tax Return Preparation (Federal + Home State)
Crypto Diagnostic Review
Full Crypto Reconciliation
Accounting Cleanup
Wallet-by-Wallet Alignment
Form 1099-DA Matching
Filing-Ready Financials & Crypto Reports
Coordination Between Crypto, Accounting & Tax Filing
Pricing is based on standard assumptions and confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply for:
This is a targeted, compliance-focused after year end cleanup, not a full bookkeeping engagement.
Included (for 2025):
Not included:
Any work outside this scope must be approved under a separate engagement.
Not every client is a fit for every firm—and that’s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
Our FAQ page is designed to give you straightforward answers to the most common questions about our services, process, and approach. Click below to find guidance here to help you understand how we work—and how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Clarity. Transparency. Confidence — from day one.
Our streamlined process is designed to make getting started simple and stress-free, while ensuring your project receives the right level of attention and care.
Explore our Individual or Business service plans on our website. Each plan includes a starting price, so you know what to expect upfront.
Schedule a 15-minute call if you’d like help choosing the right plan. We’ll answer general questions and explain the next steps.
(No detailed tax or strategy advice on this call.)
Choose your service plan and we’ll send you:
- Proposal & engagement letter
- Invoice for the starting price
Payment reserves your spot and officially begins the engagement.
After signing and payment, you’ll receive:
- Secure client portal access
- Onboarding checklist
- Requests for documents and information
This ensures we can start efficiently.
We review your information to confirm whether it fits the base scope.
- If yes → we proceed
- If additional work is needed → we provide a clear, updated fee estimate for approval before moving forward
No additional fees unless extra scope is identified and approved.
Once scope is approved, we complete your tax, crypto, accounting, or advisory work and keep you updated until completion.
If additional scope is identified and you choose not to proceed, we will continue to work up to the amount already paid, and you will retain all completed work.
Plenty of bookkeeping firms say they “handle crypto.” We were built for it. Here’s what makes the difference when your financial records need to be more than just organized—they need to be strategic.
Our team lives and breathes cryptocurrency tax. We stay ahead of the curve so you don’t have to.
Whether you’re an individual investor or a crypto entrepreneur, we craft strategies that fit your needs.
Crypto moves fast. Year-round planning means you’re positioned ahead of market shifts or the IRS.
Don’t just take our word for it – hear from the crypto enthusiasts and businesses we’ve helped navigate the complex world of cryptocurrency taxation. Our clients’ success stories speak volumes about our expertise, dedication, and the real-world impact of our services.
From startup founders to seasoned professionals, our clients turn complexity into clarity. Explore how proactive tax strategy helps high-achievers preserve wealth, stay compliant, and plan with confidence.
A physician saved hundreds of hours and gained total peace of mind as Chainwise simplified crypto tax reporting with precision, responsiveness, and clarity.
A developer reconciled 10,000 crypto transactions and saved 200 hours while gaining confidence, clarity, and relief through expert, hands-on CPA support.
All case studies are based on real client submissions collected through our Case Study Questionnaire. Each story is shared with permission and reflects genuine results from actual Chainwise CPA engagements.
Your blockchain business deserves financial records that are as sophisticated as the technology you’re building on. Chainwise CPA delivers crypto bookkeeping services that go beyond transaction logging—we build the financial infrastructure that powers smarter tax strategy, confident fundraising, and clear-eyed business decisions.
Take the first step towards crypto tax clarity today!
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