Unlock Growth in the Digital Landscape
The digital asset economy is reshaping reporting, transactions and investments, and data management while presenting unprecedented challenges. Cryptocurrency firms, blockchain developers, DeFi projects, NFT marketplaces, and Web3 platforms must navigate complex regulatory environments and cybersecurity risks while optimizing operational efficiency to remain competitive in an increasingly crowded sector.
CBIZ partners with companies operating in blockchain, digital currencies, and decentralized finance (DeFi) to provide specialized audit, tax, and advisory services that bridge the gap between the traditional economy and the future of business and commerce. When securing investor confidence, ensuring regulatory compliance, or implementing risk controls, our dedicated industry professionals offer the insights, tools, and strategies necessary to succeed in the digital asset space.
Deep Industry Expertise
Delivering support, growth, and confidence.
Cryptocurrency
Ensure compliance with AML/KYC regulations, optimize tax reporting, and conduct cybersecurity audits.
DeFi Platforms
Navigate complex tax implications, smart contract security risks, and transaction transparency requirements.
Blockchain & Web3
Implement financial controls, conduct security assessments, and structure digital asset projects for scalability.
NFT Marketplaces
Establish financial reporting frameworks, conduct fair market value assessments, and ensure compliance with evolving NFT regulations.
Mining Companies
Optimize tax deductions, energy cost allocations, and reporting strategies for crypto mining and staking operations.
Accelerate Performance
Financial Solutions
Businesses involved in the digital asset sector require specialized services to satisfy requirements relating to evolving regulations, revenue recognition, and financial statement disclosures. CBIZ designs financial structures that help enhance transparency and promote investor confidence.
Digital Asset Audit & Assurance for Blockchain Companies
Conduct SEC and PCAOB-compliant audits to make financial transparency your top priority.
Learn MoreCryptocurrency Financial Reporting & GAAP Compliance
Implement reporting structures that align with the latest accounting standards governing digital assets.
Learn MoreIPO Readiness for Crypto & Web3 Companies
Get guidance for blockchain companies at every stage of the listing process, from SEC filing, through financial reporting, and beyond investor due diligence.
Learn MoreSEC & PCAOB Compliance
Ensure compliance with AML/KYC, tax reporting, and securities regulations affecting Web3 businesses.
Learn MoreTax Planning & Compliance
Minimize liabilities and ensure compliance – even as the tax statutes relevant to digital assets rapidly evolve. CBIZ helps businesses like yours structure crypto transactions, conduct DeFi activities, and issue tokens in a manner that prioritizes tax efficiency.
Tax Compliance & Gain/Loss Reporting
Gain accurate reporting for capital gains, staking rewards, and token transactions while optimizing tax advantages for your business and its investors.
Learn MoreEntity Structuring & Offshore Tax Planning
Design tax-efficient entity structures, including offshore jurisdictions, to minimize tax exposure and enhance compliance with international regulations.
Learn MoreIRS Audit Representation for Crypto Tax Compliance
Defending innovative businesses and their investors in IRS audits often comes down to providing documentation relating to gain/loss calculations and compliance measures.
Learn MoreValuation Advisory
Valuing digital assets requires methodologies as novel as the industry. CBIZ supports investment decision-making, financial reporting, and regulatory compliance efforts by providing valuation services tailored to emergent assets like cryptocurrency, NFTs, DeFi protocols, and tokenized assets, among others.
Cryptocurrency & Digital Asset Valuation
Get fair market value assessments for Bitcoin, Ethereum, altcoins, stablecoins, and digital asset portfolios that accurately represent the value of modern assets in traditional financial reporting terms.
Learn MoreNFT & Smart Contract Asset Valuation
Assess the market value of NFTs, digital assets, and tokenized intellectual property for investment, taxation, and accounting purposes.
Learn MoreM&A Due Diligence for Blockchain & Crypto Firms
Evaluate every indicator of financial health, risk, and value within blockchain and crypto companies to better inform negotiations.
Learn MoreRisk Management & Compliance
Smart contracts, decentralized exchanges, and blockchain protocols offer unique advantages and new vulnerabilities. Digital asset companies must proactively manage cybersecurity and regulatory compliance risks, so CBIZ provides risk advisory solutions designed to protect assets and maintain trust.
Enterprise Risk Management for DeFi & Web3 Startups
Develop risk frameworks to navigate regulatory uncertainties and transaction security challenges.
Learn MoreAML/KYC & Regulatory Compliance for Crypto Exchanges
Implement anti-money laundering policies and keep your cryptocurrency trading in financial compliance.
Learn MoreSmart Contract Security Audits & Vulnerability Testing
Identify weaknesses in blockchain protocols and decentralized applications (dApps).
Learn MoreHuman Capital Management
Blockchain, DeFi, and Web3 industries require specialized talent capable of driving innovation while maintaining compliance. CBIZ helps digital asset companies remain competitive by implementing effective workforce strategies in today’s high-demand talent market.
Executive Compensation & Token-Based Incentive Plans
Structure competitive compensation models, including elements of tokenized equity and profit-sharing, to attract and retain blockchain top talent.
Learn MoreWorkforce Planning
Implement strategic talent acquisition and retention programs tailored to the unique needs of Web3 and crypto-native businesses.
Learn MoreTechnology
Utilize cutting-edge technology to secure transactions, ensure regulatory compliance, and optimize operational efficiency. As blockchain, cryptocurrency, and decentralized finance (DeFi) evolve, companies must implement advanced solutions that protect assets, enhance scalability, and build trust in a rapidly shifting regulatory environment.
HR Technology Solutions
Streamline payroll, benefits administration, and compliance efforts with workforce management technology designed for digital asset companies.
Learn MoreCybersecurity Protection
Secure crypto exchanges, digital wallets, and decentralized applications (dApps) with cybersecurity frameworks that help protect against hacks, fraud, and unauthorized access.
Learn MoreAI Consulting & Implementation
Leverage artificial intelligence to detect instances of potential fraud, automate the verification of transactions, and optimize predictive analytics that enhance cryptocurrency trading and blockchain security efforts.
Learn MoreERP Selection & Integration
Implement enterprise resource planning (ERP) systems that centralize financial reporting data, track tax information, and facilitate compliance management for companies operating in digital assets and Web3 ecosystems.
Learn MoreCloud Services & Infrastructure
Deploy secure, scalable cloud solutions that support high-speed blockchain transactions, decentralized storage, and global data accessibility while ensuring compliance with digital asset regulations.
Learn More
Scale Growth Amid Complex Regulations
Companies operating in blockchain, cryptocurrency, DeFi, and Web3 must navigate compliance requirements, secure their platforms against cyber threats, and implement accurate valuation methods for digital assets. Additionally, limited guidance on the tax and accounting protocols that apply to crypto transactions creates further obstacles for businesses seeking financial transparency to build investor confidence.
Our professionals stay ahead of regulatory developments, ensuring compliance with SEC, IRS, and global financial standards. CBIZ enables businesses to enhance security, optimize financial structures, and confidently operate in the rapidly evolving digital economy through customized risk assessments, digital asset valuation services, and scalable technology solutions.
