Strategic Reserve & Treasury Advisory for Corporations Nation States Municipalities Non-Profits Endowments DAOs Network States Governments

Empowering sovereigns and corporations to securely manage and optimize their strategic reserves with tailored solutions for custody, compliance, and growth.

  • Optimize reserve performance through tailored treasury and tax strategies

  • Securely manage Bitcoin reserves with advanced custody and risk mitigation solutions

  • Build trust with your investors, constituents, and counterparties

Unlock your Capital with Comprehensive Solutions

  • Reserve Allocation Planning: custom plans based on your risk tolerance and financial goals.

    Risk Management Frameworks: targeted approaches to mitigate risks associated with price volatility and cyber threats.

    Regulatory Compliance: comply with local and international regulations and covenans.

  • Securely purchase, hold, transact and sell your treasury and reserve assets.

    Determine the right custodial arrangement for your technical expertise, risk tolerance, and unique considerations.

    Incident Response Planning to ensure timely reponses to deal with potential threats.

  • CFO Services to ensure key considerations like fair value, financial statements, and disclosures are complete and accurate.

  • Independent Proof of Reserve Attestations to verify holdings.

    Independent internal control reviews to evaluation and enhance internal controls.

  • Internal Policy Development to ensure organization alignment.

    Process and SOP development to ensure your operation runs smoothly.

    Internal Control development to safeguard and harden your operational processes using best-in-class frameowrks like the Cryptocurency Security Standard

  • Liquidity Planning to ensure your goals are met in any market environment.

    Hedging solutions to minimize downsides.

  • Workshops for Executives and Staff to train on fundamentals, risks, and best practices.

  • Leverage our expertise and organizational network with the Chamber of Digital Commerce, Texas Blockchain Council, and AICPA to develop technically strong public policy and build external momentum.

Bitcoin is for Everyone

  • Corporations

  • Nation States

  • Municipalities

  • DAOs

  • Network States

  • Governments

  • Non-Profits

  • Endowments

The Team, Tools, and Technical Expertise to develop and implement your comprehensive Strategic Reserve strategy

  • Team: Our team of CPA’s has 7+ years of digital asset industry experience, working with industry leaders like Coinbase, Kraken, CoinShares and more.

  • Tools: Our team knows first-hand the unique challenges of digital assets, which is why we built custom tools for us and the world to use.

  • Technical Expertise: Our team has the technical expertise to parse complex crypto balance sheets, evaluation custodial arrangements, and implement internal controls.

Proven Solutions. Unmatched Experience. Dedication to the Industry.

With unmatched expertise, a track record of success, and a commitment to industry, we deliver results based on knowledge—not guesswork.

Listen for yourself.

 How We Serve

  • Industry Specialization: Our team has been advisory for digital asset and crypto-curious companies since 2016. This experience enables us to focus on completing the engagement, rather than learning crypto-concepts on your dime.

  • Purpose-Built Crypto Tooling: Through our years of experience, the need for crypto-specific tooling became obvious. We utilize the market’s leading suite of digital asset tools, LedgerLens, covering 12+ blockchains and thousands of tokens.

  • High Partner Involvement: Our partner-to-staff ratio is higher than other firms. This means you experience a high level of audit partner involvement in planning, audit execution, and final review ensuring no last-minute review surprises.

  • Global Regulatory Experience: From national to state regulatory requirements, we have seen it all. We serve clients and have interacted with regulators from the US, Bermuda, Dubai, Jersey, Singapore, and more.

  • Open & Timely Communications: We use various channels to keep the dialogue open and response times short. In addition, our use of cloud-based audit request tools provides complete visibility to our request list, all documents provided to date, and your progress to completion.

  • Consistent Team: The same people you interact with during the onboarding process, are the same team you work with during the audit. No personnel “switcheroos.”

Why Our Clients Love Us

Unlock Your Capital Today

Bitcoin game theory is playing out. Only 21 million will ever exist. Don’t get left behind and start today.