Digital Asset Treasury (DAT) Consulting

Programmable money. New yield. Organizational value.

Put your treasury to work with the global apex asset.

If we decide to work together, you'll get a credit for the consult.

> Digital Asset Treasury Consulting

Who's this for?

Forward thinking business owners, CEOs or other C suite leaders, who get the Bitcoin and digital asset value proposition, want to take their treasuries to another level and accrue enterprise value.

If this sounds like you, our digital asset treasury consulting services are the perfect fit. We specialize in helping:

Ambitious startups craving resource management wisdom
Private firms seeking that next-level edge
Mature companies and cash cows

Digital asset treasury consulting services

We best serve teams with a strong conviction for digital assets who value a security and risk-first approach from a trusted professional. Our services include:

Developing a custom strategic digital asset treasury plan
Helping select third-party custodians and self-custody solutions
Sourcing acquisition partners (e.g. exchanges and OTC desks)
Business implementation and operational advice
Digital asset workflows, wallet setup strategy and policies
Accounting and tax system considerations
Compliance considerations and risk assessment
Fraud and scam intelligence (a huge value inside and outside of crypto)

Business results you can expect

With the right digital asset treasury partner, you can unlock tangible value for your company:

Increased liquidity access via stablecoins and crypto conversion
Lower costs from reduced banking, wire, and FX fees
Simultaneously accrue enterprise value and treasury value
Exposure to a new asset class
Earn new types of yield

About Kirk David Phillips, CPA, CMA, CFE, CBP

Digital asset treasury specialist

Kirk David Phillips is one of the most respected voices in digital assets, blending the sharp acumen of a veteran CPA with the continuous curiosity of a diehard crypto OG.

With over 21,000 hours immersed in crypto and more than two decades of advising businesses, Kirk’s approach is anything but ordinary—he’s built his reputation as a trusted advisor for those looking to unlock the real potential of digital assets.

Kirk combines multiple disciplines including accounting, tax, compliance, risk management, fraud and scam intelligence into a rare and unique viewpoint in the blockchain and digital asset space. He’s achieved this with multiple credentials:

Certified Public Accountant (CPA)
Certified Management Accountant (CMA)
Certified in Financial Management (CFM)
Certified Fraud Examiner (CFE)
Certified Bitcoin Professional (CBP)
Certified Ethereum Professional (CEP)

Kirk’s passion for continuous learning and practical solutions makes him a sought-after guide for companies navigating the complexities of the crypto treasury landscape. Learn more about Kirk.

Why digital asset treasury matters now

Digital assets aren’t just another investment—they’re programmable money, new forms of yield and a brand-new asset class.

Modern businesses that understand how to manage, secure, and deploy them can unlock new sources of liquidity, optimize cash flows, and accrue multiples of organizational value.

Works for any business in any industry with idle cash or assets
The biggest constraint is a “C-suite” paradigm shift
Cross-border payments that are instant, cost-effective, and transparent
Rare opportunity to jump in front of competitors

Be a digital asset treasury trailblazer

Ready to join pioneering organizations like Strategy and Metaplanet? These companies have already initiated Bitcoin reserves and set the bar for this new era in corporate treasury. If you want to be counted among them, now’s the time to stake your claim.

Ready to take advantage of the 2025-2033 crypto bull run

once in a lifetime opportunity?

See how digital asset treasury solutions can take your business to the next level.

Book a Consult

What our clients say

"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.