Smartledger KPO

Crypto Accounting Service

Know what you actually paid — and what you actually made

We track every trade, transfer, and DeFi transaction across your wallets and exchanges, so your gains, losses, and cost basis (what you paid, not just what you have now) are always accurate.

Mahaveer Inani

Founder & CEO

CREDENTISLA & CERTIFICATIONS

Backend By Recognized Industry Bodies

AICPA Logo

Certified Public Accountant (US CPA)

CA Logo

Chartered Accountant

CMA Logo

Cost Accountant

Enrolled Agent Logo

IRS Enrolled Agent (EA)

QuickBooks Logo

QuickBooks ProAdvisor

Xero Logo

Xero Certified

WHY THE PLAN WORKS

Five outcomes owners tell us matter most

Not a feature list — the actual shifts business owners notice within their first few months on the monthly plan.

01

You stop guessing what you paid for each coin

Every transfer between wallets and exchanges is matched, so your cost basis and how long you've held each asset carry through correctly instead of resetting.

02

One invoice, no surprise add-ons

Your flat rate is set before we start and doesn't move because a month had more on-chain activity than usual.

03

Tax season stops being a scramble

Because gains and losses are reconciled monthly, your Form 8949 (the IRS form listing every taxable sale) is filled in and ready before your CPA even asks.

04

You can finally answer "what did I actually make?"

Trading, staking, and DeFi income roll into a single, readable realized-gains report.

05

Transaction exports go back to being someone else's job

Pulling CSVs and untangling failed transactions moves off your plate and onto your accountant's.

What’s Included

Every plan comes fully managed

No add-on modules to piece together — this is what happens every month, on every plan.

Full Wallet Reconciliation, Every Month

Every exchange account, hot wallet, and cold wallet matched against on-chain records, with unmatched transfers flagged and resolved before close.

Exchanges Hot Wallets Cold Storage

Cost Basis Tracking

Every purchase tracked at what you actually paid, using your chosen accounting method — FIFO, LIFO, or HIFO — so we're consistent even if you're not sure which fits.

Tax–Ready Handoff

Your completed Form 8949 and Schedule D — the two forms the IRS wants for crypto sales — packaged and ready to hand your CPA at year-end.

Monthly Gains Package

Gains you've locked in, gains sitting in coins you still hold, and a Form 8949 preview — delivered by the same day every month.

Realized vs. Unrealized Gains

Monthly report separating gains you've locked in by selling (taxable) from paper gains on coins you still hold (not yet taxable).

Multi-Chain Support

Ethereum, Bitcoin, Solana, and 20+ chains reconciled into one ledger.

NFT Transaction Tracking

Mints, sales, and royalties tracked with basis and holding period intact.

Failed & Duplicate Transaction Cleanup

Gas-only, failed, and duplicate transactions filtered out of your ledger.

DeFi & Staking Income

Liquidity pool, lending, and staking rewards categorized as income at fair value.

A Dedicated Crypto Accountant

One person who knows your wallets, exchanges, and protocols — reachable directly.

Secure Document Portal

Statements and wallet exports stored in one encrypted, searchable place.

How we work

From signup to your first close

01

Book Consultation

We review your wallets, exchanges, and transaction volume to recommend a plan.

02

Connect Accounts

Link accounts via read-only API keys or public addresses — no private keys required.

03

Rebuild History

Past transactions are reviewed and your cost basis is reconstructed from the start.

04

Reconcile Monthly

Your accountant closes your books by the same day, every month.

05

Get Your Package

Gains reports land in your inbox, ready to review or hand to your CPA.

Client Results

From messy books to a close you can trust, every month

A DeFi-active trader came to us with two years of activity across 12 wallets and no usable cost basis (no reliable record of what they’d actually paid for each coin). Every month-end felt like starting from scratch.

We reconstructed their full history, put a clean monthly process in place, and started closing the books on the same date every month. Gains are tracked as they happen, transfers are matched, and reports are ready well before tax season — not scrambled together at the last minute.

2-Year History Rebuilt

Every trade and transfer reconstructed from scratch

5-Week Catch-Up

Full onboarding cycle to a clean, current ledger

100% On-Time Closes Since

Delivered without anyone having to ask

Why Firms Choose Us

What sets a Smartledger engagement apart

Other Firms Smartledger
Unmatched transfers (moves between your own wallets) Flagged, left to you Investigated and resolved for you
Crypto expertise General accountant, learning as they go Specialist who works only in crypto
DeFi & NFT support Inconsistent, often missed Categorized correctly by protocol
Tax-season readiness Rushed export at year-end Tax-ready at every monthly close
Query handling process Ad hoc, no defined turnaround Documented SOP
Lost or inaccessible wallet records You're on your own to reconstruct it Rebuilt from on-chain data and exchange archives
Working papers & supporting records Not kept, or handed over incomplete Maintained for every transaction
DATA SECURITY

Protecting What Matters Most:
Your Data's Safety Is Our Top Priority

Your financial data is protected with encrypted cloud storage, restricted team access, secure authentication and signed confidentiality agreements. Every layer of our security infrastructure is designed to safeguard your information so you can focus on growing your business with complete confidence.

Encryption Shield
Paperless Environment
No Devices Policy
Firewall Protection
Biometric Access
Continuous Monitoring

Who We Serve

Built for the way your industry runs

Our bookkeepers specialize by industry, so your books reflect how your business actually operates.

Technology

Fluent in every modern accounting platform.

Our teams work natively in the tools you already use — and can migrate you to a modern cloud stack when it’s time to scale.

QuickBooks
Xero
Zoho Books
Sage
NetSuite
Gusto
ADP
Bill.com
Yardi
Appfolio
Buildium
Bill.com

Get started

Your gains, closed the same day, every month

Book a free 30-minute consultation and we’ll recommend the right plan for your wallets and transaction volume.

FAQ’S

The Answers You're Probably Looking For

The questions that matter most when choosing a finance partner — clearly answered.

What if I've never tracked cost basis before?

That’s normal — most clients haven’t. Cost basis is just what you originally paid for an asset; we reconstruct it from your full history during onboarding, even if you’ve never tracked it yourself.

These are the three accepted methods for deciding which coins you “sold” first when you have multiple purchases at different prices. We’ll walk you through which one fits your situation and apply it consistently.

We read your public wallet address or an exchange’s read-only API — never a seed phrase — and match every on-chain event against known protocol activity to categorize it correctly.

We can review prior years, identify what was misreported, and prepare amended filings to correct it — this is available as an add-on service.

Start a Conversation with Our Expert Team

Get in touch with our team to discuss your bookkeeping, tax prep, or back-office needs.