Comprehensive Crypto Accounting & Tax Services

The Cashflow Doctor provides end-to-end accounting, bookkeeping, and tax services specifically designed for cryptocurrency businesses, Web3 companies, and digital asset entrepreneurs. With deep expertise in crypto since 2016 and NFTs since 2020, the firm delivers professional accounting services combined with strategic tax planning for blockchain-native businesses.

Core Accounting & Bookkeeping Services

The firm offers tiered accounting packages from basic monthly bookkeeping to strategic fractional CFO services. Basic services include monthly financial reporting, month-end close procedures, balance sheet tracking, revenue and expense tracking, bank and credit card reconciliation, and quarterly estimated tax calculations. All clients receive under 48-hour response times via Slack, task tracking through Monday.com, monthly financial review calls, and a dedicated accountant plus senior advisor.

The Strategic package adds a dedicated Fractional Financial Controller who provides CFO-level guidance for high-growth businesses. This includes monthly strategy and financial planning calls, quarterly tax planning sessions, custom financial forecasts and projections reviewed quarterly against actuals, and a real-time financial dashboard. This level is ideal for Web3 companies raising capital, preparing for acquisition, or needing sophisticated financial guidance without a full-time CFO.

Crypto Tax Preparation & Planning

Unlike traditional tax preparers focused solely on compliance, The Cashflow Doctor specializes in proactive tax strategies that minimize liability throughout the year. Services cover both personal tax planning (individual returns) and business entity level planning for LLCs, S-Corporations, C-Corporations, and partnerships. The firm is licensed in all 50 states, serving clients nationwide.

Tax services include current year and prior year return preparation, tax amendments, and IRS audit support (represented by Enrolled Agents). The firm has proven expertise in complex crypto tax situations including trading, staking, DeFi yields, NFT sales, token launches, DAO compensation, and cross-border blockchain transactions. They stay current on evolving IRS guidance for digital assets and have delivered significant tax savings, including $175,000 in annual federal tax savings for one client through strategic planning.

Regulatory Compliance & Special Projects

The firm handles specialized compliance work including FinCEN Beneficial Ownership Information (BOI) reports required under the Corporate Transparency Act, with penalties up to $591 per day for non-compliance. They actively monitor new government programs and help clients apply for tax credits including R&D tax credits (particularly relevant for blockchain and smart contract development), employee retention credits, and industry-specific incentives.

For major business transitions such as capital raises, M&A transactions, entity restructuring, and international expansion, the firm provides specialized accounting and structuring guidance. They have helped clients increase sale price multipliers from 4X to 8X EBITDA by cleaning up business structure and financial statements, effectively doubling company valuation from $4M to $8M.

Why Choose The Cashflow Doctor

With over 20 years of financial planning and accounting experience and deep immersion in the Web3 space since 2016, the team understands both traditional accounting rigor and crypto-native business models. The founder is a General Partner at APED Capital, a Web3 venture fund, and the firm works with some of the most prominent personalities and projects in the NFT and cryptocurrency space. This combination of CPA expertise and Web3-native understanding makes them ideal for cryptocurrency platforms, NFT projects, blockchain development companies, Web3 startups, DeFi protocols, and online entrepreneurs operating in the digital asset space.