Launching a crypto-native accounting firm is not just about learning new tools — it’s about building a business that attracts the right clients, runs efficiently, and scales without burning you out.
In this workshop, Mackenzie Thota, Founder of Hash Basis, breaks down exactly how she built and operates a boutique crypto accounting firm serving blockchain companies from seed stage through Series B. You’ll go behind the scenes on how to position your firm, qualify the right clients, structure your onboarding, design your operating system, price your services, and build a lean team that can grow with you.
Rather than theory, this session focuses on real-world workflows, mistakes made, lessons learned, and the decisions that actually shape profitability and sustainability.
What you’ll learn
1. Positioning & Client Selection
- How to define the who, what, and why of your firm
- How to choose the right niche and refine it over time
- How to identify your ideal client (and spot the red flags early)
2. Client Onboarding Framework
- Structuring an effective sales cycle
- What due diligence looks like for crypto-native clients
- How to move from first call to signed contract with confidence
3. Operations & Tools
- The full internal tech stack used at Hash Basis
- How month-end close actually runs in a crypto accounting firm
- How to structure workflows, task tracking, and documentation for scale
4. Pricing (Mistakes & Learnings)
- Hourly vs subscription vs value pricing
- Why flat fees work (and when they don’t)
- Common pricing mistakes and how to avoid undercharging
- How to manage scope creep without damaging client relationships
5. Hiring & Skill Requirements
- Contractor vs employee model
- What to look for when hiring in crypto accounting
- Which skills matter more than crypto experience
6. Who this workshop is for
Accountants exploring crypto-native services
Founders building or scaling an accounting firm
Finance professionals transitioning into Web3
Summary
This workshop is a practical deep dive into building and running a crypto-native accounting firm. Led by Mackenzie Thota, Founder of Hash Basis, it covers how to position your firm, attract the right clients, design an effective onboarding process, build operational systems, set pricing confidently, and hire the right team.
You’ll learn from real workflows, real mistakes, and real decisions, not theory. Whether you’re launching your first firm or refining an existing one, this session gives you a proven blueprint for building a profitable, sustainable crypto accounting business.
