01
Close readiness
The Digital Asset Month-End Close Checklist
A practical review of the source data, reconciliations, schedules, and open questions that support a more reliable close.
Resources
Practical thinking for digital asset finance teams.
Source-backed frameworks for improving wallet records, reconciling transfers, rebuilding supported basis, and preparing for professional accounting and tax review.
02
DAO operations
Treasury Controls for Governance-Led Organizations
Questions to consider across wallet ownership, signing authority, proposals, grants, contributors, and reporting.
03
Tax readiness
Preparing Digital Asset Records for Tax Review
How to organize wallet, exchange, basis, bridge, and DeFi information before professional tax work begins.
04
Broker reporting
What Form 1099-DA Reports—and How to Reconcile It
What Form 1099-DA reports, why cost basis may be missing, and how to reconcile broker proceeds with wallet, exchange, transfer, and account-level basis records.
05
Cost-basis records
How to Reconstruct Missing Crypto Cost Basis Without Guessing
A records-first guide to rebuilding missing crypto acquisition history across wallets and accounts while keeping unsupported amounts visible for review.
06
Transfer matching
Matching Crypto Transfers Across Wallets and Exchanges
A practical guide to matching internal crypto transfers, preserving acquisition history, accounting for fees, and investigating unmatched wallet movement.
A useful starting point
General guidance cannot replace a scoped professional review.
Restored and reviewed
Insights from the original Bit Bookkeeper archive.
These articles retain their historical URLs and publication dates. Each has been reviewed and substantively updated for the current canonical site.
Mastering Crypto Tax Reporting in the US: Cryptocurrency Tax Reporting Tips
A current, records-first guide to digital asset tax reporting, wallet and account reconciliation, cost basis, Form 1099-DA, and professional review.
Read articleWhat Is Crypto Tax Accounting? Records, Reconciliation, and Reporting
What crypto tax accounting covers, how it differs from a software export, and the records and review process needed for complex digital asset activity.
Read articleForm 1099-DA for Web3 Projects and DAOs: 2025–2026 Readiness
An operational guide to 2025 Form 1099-DA reporting, basis records, wallet ownership, and 2026 filing readiness for U.S. Web3 organizations.
Read articleEffective Tax-Saving Strategies for Cryptocurrency Investors
A current, evidence-first guide to crypto tax planning, including records, unit identification, losses, estimated payments, and charitable giving.
Read articleOne Big Beautiful Bill Act: QSBS Changes Summary & Executive Checklist (2025)
A current summary of the 2025 Section 1202 qualified small business stock changes and a records checklist for founders, companies, and advisors.
Read articleBegin the conversation
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