Crypto Consulting

  > Crypto Consulting

Who we provide crypto consulting for

Crypto consulting is for people who want to go beyond random YouTube advice and build a secure, tax‑smart, audit‑ready crypto life. Whether you’re an individual HODLer, a business leader, or part of a digital asset treasury team, the goal is simple: Avoid expensive mistakes and stay in control of your crypto stack. 

How consulting works

Every engagement follows a simple risk‑first framework designed to help you get clarity and confidence. The goal is always to bring the highest level of risk management to all your crypto endeavors, and help you develop a practical, prioritized action plan - ready for execution.

• Clarify your goals and risk profile. Identify where you are now, where you want to go, and how much risk you can really handle.

• Map your wallets, exchanges, entities, and data sources. Make sure nothing falls through the cracks especially at tax or audit time.

• Identify security gaps, tax traps, and compliance landmines. Close the gaps before they cost you real money or reputation.

• Deliver a priority‑ranked action plan. You'll walk away with clear next steps, tools, and workflows so you’re not left wondering what to do next.

Consulting can be 1:1, with your internal team, or structured as ongoing advisory if you want a crypto pro on call instead of trying to DIY everything.

Crypto consulting for individual investors

During our consultation, we'll provide clarity to help you develop a tailored strategy that addresses your crypto questions or challenges, setting you on the right path.

Your personalized crypto action plan

There are many ways to design your crypto road map:

• Get peace of mind and confidence in your crypto journey.
• Design a secure self‑custody setup and avoid common crypto mistakes that get people locked out or hacked.
• Organize your exchanges and wallets for clean, defensible tax reporting instead of a last‑minute CSV nightmare.
• Build a risk-first, tax‑aware crypto strategy that fits your broader financial plan and doesn’t keep you up at night.
• Effectively engage professional help if needed (we can recommend vetted crypto experts).

Book a Consult

Crypto consulting for businesses

For those seeking expert guidance or looking to enhance their advisory team with digital asset expertise, we offer: 

• Strategic risk-based advice on digital asset operations and processes
• Compliance and tax assessment, past, present and future
• Digital asset implementation suggestions and advice
• Guidance on when legal consultation may be necessary

Our flexible strategy sessions are designed to meet your specific crypto needs and objectives.

Talk to Kirk About Your Business

Digital asset treasury consulting for business owners and CEOs

Forward-thinking business owners, CEOs, and C-suite leaders who understand the Bitcoin and digital asset value proposition and want to elevate their treasuries while accruing enterprise value. For ambitious startups, private firms, and mature companies ready to put programmable money to work.​

• Develop custom strategic digital asset treasury plans that balance security, liquidity, and growth
• Select third-party custodians, self-custody solutions, and acquisition partners (exchanges/OTC)
• Build workflows, wallet strategies, policies, accounting/tax systems, and compliance frameworks
• Get fraud and scam intelligence and operational implementation to avoid common pitfalls

Book a Consult or find out more about digital asset treasury consulting services.

"Friendly, highly knowledgeable."

Kirk is the master at crypto tax basis and spent twice the amount of time with me that I paid for. He helped me to identify critical missing data for calculating taxable cost basis for multiple years. He really wants to add value for his clients. Highly recommend

- B.D.