Accounting, tax & financial pros
Books and taxes for crypto tax practices.
Wallet reconciliation projects, monthly retainers, a client payment that lands in bitcoin instead of dollars, and chain analysis software renewals. Gus sorts all of it, an accountant checks every transaction, and you get one number a month.
- From $197 a month
- An accountant on every transaction
- Cancel whenever
March made $13,000. One client paid in bitcoin, so I logged its dollar value the day it landed, separate from your regular fee income, since that is the number that actually counts toward what you made.
- Wallet reconciliation, CastellanoReconciliation project fees
- Client payment, bitcoin convertedCrypto payments received
- Koinly subscriptionChain analysis software
- Contract reconciler, DeFi reviewContract labor
- Digital asset tax courseContinuing education
Why your books are different
A crypto tax practice's own books go wrong in a few predictable spots.
You reconcile hundreds of wallets to figure out what someone else actually made. Your own firm's books hit a version of the same problem the moment a client pays you in something other than dollars.
-
1
A payment in bitcoin needs its own dollar value that day
When a client pays your invoice in bitcoin or another token, the amount that counts as your income is its dollar value the day you received it, not whatever it is worth by the time you convert it, and a plain bank feed cannot capture that on its own.
What we doLogs the dollar value of crypto payments the day they land, separate from ordinary fee income, so what you made is recorded correctly from day one. -
2
Reconciliation project fees and ongoing retainers blend together
A flat fee for reconciling a new client's wallet history and the monthly retainer for ongoing crypto bookkeeping often land in the same revenue account, hiding whether new project work or steady retainer clients are driving the practice.
What we doKeeps one-time reconciliation project fees separate from recurring monthly retainers, so growth in the steady base is easy to see. -
3
Chain analysis software cost does not track client volume
Reconciliation software is often billed by the number of wallets or transactions processed, so the cost can climb sharply in a busy month without anyone noticing it moved against the fees actually charged.
What we doKeeps chain analysis software costs visible month to month, so a jump in cost is caught early against what clients were actually billed. -
4
DeFi and staking consultations get folded into flat reconciliation fees
A client with staking rewards or DeFi activity often needs extra consultation beyond a standard wallet reconciliation, but that extra work frequently rides along on the original flat fee instead of being billed and tracked on its own.
What we doFlags added consultation work separately from the base reconciliation fee, so complex clients are not quietly subsidized by simple ones. -
5
A flat project fee does not always match the hours a case actually takes
A wallet with years of DeFi swaps and staking history can take far longer to reconcile than a simple exchange history, but if every project is quoted the same flat fee, the books cannot show which clients are actually profitable to take on.
What we doKeeps contract labor and hours tied to the project they supported, so you can see which kinds of reconciliation work are worth the flat fee you charge.
Your categories
The categories Gus keeps for a crypto tax practice.
Set up once for how your practice bills and spends. You never pick a category. He does, and an accountant checks it.
Money in
- Reconciliation project feesFlat fees for reconciling a new client's wallet and exchange history.
- Ongoing retainersMonthly fees for clients with continuing crypto activity.
- Consultation feesDeFi and staking questions billed beyond the base reconciliation.
- Crypto payments receivedClient payments in bitcoin or another token, logged at dollar value on receipt.
Money out
- Chain analysis softwareKoinly, TokenTax, or similar reconciliation tools.
- Contract laborReconcilers brought in for complex or high-volume wallets.
- Continuing educationCourses on digital asset tax rules as they develop.
- Professional liability insuranceCoverage sized for a practice handling fast-moving rules.
- Exchange and data pull feesCosts to pull transaction history from exchanges and wallets.
What we watch for you
- Project versus retainer split
One-time reconciliation fees against recurring retainers, so the steady base is easy to see.
- Software cost per client
Chain analysis costs against how many wallets you actually billed for, so pricing keeps pace with volume.
- Consultation add-on rate
How often DeFi and staking questions turn into billed extra work, not free scope creep.
- Crypto payment share
How much of your income arrives in tokens instead of dollars, so that exposure is never a surprise.
Ask Gus
Things crypto tax practice owners ask Gus.
Text him like you would text anybody. He answers in plain English, and when a question is above his pay grade, an accountant looks and gets back to you.
At its dollar value the day it landed. I logged that amount as your fee income, separate from what happens to the bitcoin afterward.
It can. Whatever it is worth when you convert, compared to when you got it, is its own separate gain or loss. I flagged it so the accountant can walk through that with you.
That one is above my pay grade to settle from the books alone. I can show the accountant how much extra time those wallets actually take against what you charged, and that conversation can start from real numbers.
The tax side
The tax side of running a crypto tax practice.
Most of what trips up your own return is the same thing you explain to clients every day: what counts as income the moment you receive it, and what counts separately later.
What your return has to get right
Your accountant signs it, so it gets done right the first time.
- Crypto payments count as income when receivedA client payment in bitcoin or another token is usually taxable at its dollar value the day you receive it. If you hold it before converting, any change in value is a separate gain or loss when you do.
- 1099s for contract reconcilersA contract reconciler brought in for complex or high-volume wallets, paid $2,000 or more in 2026 and not on payroll, gets a 1099-NEC by January 31.
- Section 179 on reconciliation infrastructureWorkstations and secure servers used to run chain analysis software can usually be written off in the year purchased, up to $2,560,000.
- Self-employment tax for a solo practiceReconciliation fees, retainers, and any crypto received all flow into one net profit number, and that profit owes 15.3 percent self-employment tax up to the $184,500 Social Security wage base. Electing S corp status by March 15 can change how much of it gets taxed that way.
Deductions crypto tax practices miss
Your bookkeeper knows what to look for in your statements. You never have to.
- Chain analysis software
- Exchange data pull fees
- Continuing education on digital assets
- Professional liability insurance
- Home office costs
- Contract reconciler payments
- Secure client data storage
- Computer and workstation upgrades
- Client portal and file-sharing tools
- Industry conference travel
- Business phone and internet
- Bank and processing fees
General information about 2026 federal rules, not advice for your business. Your accountant looks at your actual numbers before anything gets filed.
All year, not just April
A crypto tax practice's year, kept every month.
Wallet activity does not follow a calendar, but your own filing deadlines still do. Gus keeps your numbers steady all year, so a busy DeFi season does not swallow your own books. Every month in between, your bookkeeper closes the books and speaks up the moment something looks off.
- January
New clients, new rules
New reconciliation clients come in for the season, last year's own return gets started, and a set-aside gets planned around your project pipeline.
- April
Filed, crypto logged right
Your own return is filed and signed, with any crypto payments you received during the year already logged at their correct value.
- July
Midyear reconciliation check
Where the practice stands, how much came from retainers versus one-time reconciliation projects, and whether software costs are keeping pace with client volume.
- October
Before year-end wallet reviews
A look at equipment or software worth buying before December, and a review of any crypto the practice is still holding from client payments.
What you get
What you pay depends on what your business needs, and it does not move after that, busy season or slow. No hourly bills, no surprise invoices, no setup fee.
Book a call- Monthly bookkeeping
Every transaction sorted into categories set up for crypto tax practices. You never categorize a thing.
- An accountant checks every transaction
Real review, every month, before your books close. Not a spot check.
- Your business tax return, filed
Prepared, reviewed, and signed by that same accountant every year.
- The monthly number
What you made, what you spent, what to set aside for taxes.
- Your own bookkeeper
A real person assigned to your business, in the app whenever you need them. No hold music.
- On your books all year
Every month, not just in April. Your team speaks up whenever something is worth your attention.
- Cancel any time
No contract. No cancellation call. Your books are yours.
Straight answers
Questions crypto tax practice owners ask first.
Can Gus handle it when a client pays my invoice in crypto instead of dollars?
Yes. He logs the dollar value on the day it arrived as your fee income, and flags anything held afterward so the accountant can look at any separate gain or loss.
We already use Koinly to reconcile client wallets. Does anything change?
No. Keep reconciling client wallets the way you do. Gus works from your practice's own bank statement and asks once if a deposit is unclear.
How does Gus tell a reconciliation project apart from a monthly retainer?
They stay in separate lines, so a big project month does not get mistaken for growth in your recurring retainer base.
A client's DeFi wallet took way longer than the flat fee covered. Can that get tracked?
Yes. Extra consultation time gets flagged separately from the base fee, so you can see which kinds of wallets are worth the price you quoted.
My own books have been behind since crypto tax rules keep me busy year round. Is that fixable?
Yes, and it happens to nearly everyone in this line of work. Send what you have and Gus will sort it out, crypto payments included, with the accountant checking behind him.
Is a real accountant checking my books?
Yes. You get your own bookkeeper, Gus does the first pass on every transaction, and an accountant checks every one before your month closes. That same accountant prepares, signs, and files your business return. Goatkeeper is not a CPA firm, and we never pretend a person looked when they did not.
What does it cost, and can I cancel?
It starts at $197 a month, depending on what your business needs. No setup fee, no hourly bills, no contract. Cancel any time from the app, and your books go with you.
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What makes a bookkeeper worth paying for Every business we keep books for
Book a call
Pick a time. That's the whole signup.
Fifteen minutes with a real person on our team. They look at where your books are, tell you straight what it takes to get caught up, and get you set up on the spot if it fits.
- $197 a month to start
- An accountant on every transaction
- Cancel whenever