Crypto accounting resources for finance teams

Practical reference material for the people who actually close the books: guides, checklists and templates written for accountants, auditors and finance teams at funds and Web3 companies. Every item on this page is free, and none of them ask for an email address.

General information, not legal, accounting or tax advice. Confirm your specific obligations and treatment with a qualified advisor.

How to use this library

These resources assume you already know double-entry accounting and are looking for the crypto-specific parts: how a transfer between your own wallets differs from a disposal, what a reporting regime expects you to have captured at the moment of the transaction, and how a sub-ledger ties back to the general ledger. Read the page on this site, or download the same content as a PDF or spreadsheet to circulate internally or attach to a working paper file.

Each download is a print render of the on-site page, so the version you hand to a colleague and the version you read here are the same document. Nothing is gated, and nothing behind them requires a CryptaCount account.

Compliance and reporting

• DAC8 and CARF readiness guide: what the regime is, who falls in scope, the transposition and first-reporting timeline, and the data a firm needs to be collecting before the first reporting year closes. PDF.
• Crypto audit readiness checklist: the evidence an auditor will ask for, from wallet completeness and address ownership through to valuation provenance and the trail behind each posted figure. PDF.

Close and controls

• Crypto month-end close checklist: the close sequence in order, from wallet sync and transfer matching through to sub-ledger to general ledger reconciliation and sign-off. PDF.
• Crypto journal entries cheat sheet: the standard postings for acquisitions, disposals, fees, transfers, income events and remeasurement, on one reference page. PDF.

Policy and structure

• Crypto chart of accounts template: a starter chart covering holdings, realised gains and losses, income, remeasurement and the two distinct kinds of fee, with guidance on adapting it. XLSX.
• Crypto accounting policy template: the policy decisions an entity has to document once and then apply consistently, including measurement basis, pricing convention and cost-basis method. PDF.
• IFRS vs US GAAP crypto guide: where the two frameworks diverge on classification, measurement and presentation of digital assets, and what that means at consolidation. PDF.

Where these come from

CryptaCount is a crypto sub-ledger built for businesses: it ingests activity from wallets and exchanges, applies your cost-basis method and measurement policy, and posts clean period journal entries to your general ledger. The material in these resources is the same thinking that shapes the product. If you want the underlying detail, start with the crypto sub-ledger and compliance and reporting pages, or browse this resources index again once new items land.