CFO Associates
CFO Associates
Consensus Miami 2026
 Book a meeting
May 5–7, 2026 · Miami Beach Convention Center

Digital Asset companies.
The founders behind them.
One CFO team.

Digital asset accounting, founder tax planning, and treasury management — under one roof. Find us at Consensus Miami, May 5–7.

Book a 30-min intro or text the partners — (813) 467-9992
What we handle

Three things, done well — for Web3 companies & founders.

No vendor handoffs. One trusted team for the entity's books and every founder's personal return.

Digital Asset Accounting & Advisory

Clean books, audit-ready, and 1099-DA-prepared from day one.

  • Full-stack reconciliation across exchanges, wallets, and DeFi
  • Lukka, Koinly, QBO, NetSuite — we work in your stack
  • Month-end close that auditors and investors trust

Founder & Company Tax Planning

Entity-level and personal tax strategy, planned together — not stitched after the fact.

  • Cap gains, RSUs, option exercise, token unlocks, K-1s
  • Puerto Rico Act 60, QSBS, and multi-state nexus
  • Quarterly tax planning — proactive throughout the year, not reactive at deadlines

Fractional CFO & Treasury

The financial operating system your investors expect — without the full-time hire.

  • Stablecoin treasury policy and on-chain controls
  • Forecasting, runway, and KPI dashboards
  • Investor-ready reporting and audit prep
Book a 30-min intro
Why founders pick CFOA

Trusted advisors for the entity, the founders, and everyone in between.

01

Built for founder-led companies

Tampa and Puerto Rico based. We've built the muscle for tax-efficient structures, multi-state exposure, and founder cash-flow planning — for the entity and every founder on the cap table.

02

Active in Digital Assets

Token projects, blockchain software companies, digital asset funds, and individual traders are core verticals — not a sidebar.

03

One relationship. No handoffs.

The same team that closes the company's books does the founders' personal returns. Strategy stays unified; nothing falls through the cracks.

Pick a time

Book a 30-minute intro.

In-person at the convention center, at your hotel lobby, or video — whatever fits your week.

You'll meet with Rolando, Raul, Kevin, or Andreea — the same team that does the work.