Libby Schultz

CPA, MSIT

Libby is a crypto native technologist with a hybrid background in executive finance and information technology. She coded her first script when she was 12 and followed crypto since its inception in 2009. She joined the crypto industry in 2017 while finishing her master’s in data science at Carnegie Mellon. She specializes in financial technology, analytics, microtransactions, and data architecture.

Zach White

CPA, MSA

Zach is an accounting and business professional with a decade of experience optimizing and designing accounting systems. He began his career in public accounting in auditing and SaaS based companies. Zach has extensive experience in building integrations for custom databases with multiple currencies, subsidiaries, and multidimensional cost centers.

Kirk Phillips

CPA, CMA, CFE, CPB

An established leader in the crypto tax industry, Kirk works closely with the AICPA and academia on emerging technologies. The tax code is complex and constantly changing, so we recommend using specialists as needed for certain topics such as the R&D tax credit, complex foreign tax, and assurance services (attest/audit).

Tom Effertz

MS – Forensic Auditing

Tom Effertz comes from a long line of accountants and CFOs. He has a Masters of Accountancy in forensic auditing and internal controls, applying a decade of cost accounting expertise to the design of crypto financial products. He works extensively with Bitwave, designing and testing solutions for the latest DeFi products. Prior to the crypto industry, he worked as a division controller at Cox Automotive, one of the largest privately held companies in the world.

Tyler Effertz

CPA

Tyler Effertz comes from a family of CPAs, CEOs and CFOs in public and private accounting. With a decade of experience at Big Four firms hailing from EY and PwC, he services a wide range of clients including hedge funds, IPOs, carve outs, acquisitions, divestitures, and fortune 500 companies. His broad spectrum experience covers international ICFR, PCAOB, AICPA audits, and SEC compliance.

CRYPTO FINANCIAL SOLUTIONS

We tailor our services to the individual, offering a wide range of packages ranging from a la carte support to handling everything end-to-end. We also offer deeper discounts for early-stage clients interested in partial compensation in tokens or equity.

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