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Digital Asset Treasury and Disclosure

New territory for most finance teams. Not for yours.

30 min
Free Initial Consult
By phone

Service Description

As more public companies add digital assets to their balance sheets, finance teams face a new set of questions with very little established playbook: how to measure, present, and disclose digital asset holdings; how to manage custody and counterparty risk; and how to build controls that satisfy auditors and regulators in an area still being defined. I've built this finance and controls architecture firsthand — for a public company's transition to a digital-asset-focused treasury strategy, including staking, custody, valuation, and SOX-aligned controls. This is emerging territory for most finance teams. It doesn't have to be for yours.


Contact Details

440-782-4055

cschroeder@optimum.cpa

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