Crypto clients are landing on your desk. Ready or not.

Train your team to handle the work in-house, or bring in a specialist alongside them. Either way, the client and the fees stay with your firm.

Ask about training See how I can help

FY26 by the numbers

430

Accountants trained

742

Hours of training consumed

86,000

Transactions reconciled in practice

The referral dilemma

Three ways firms handle crypto clients. Two of them cost you.

Refer the work away

The client leaves with the fees, and often never comes back for the rest of their work either.

Wing it

Trust the software defaults and hope. The defaults are wrong often enough that this is a risk position, not a strategy.

Build the capability

Train the team, keep the client, charge properly for specialist work. This is the one that pays.

Why it matters now

ATO data matching means your clients' crypto is visible whether they mention it or not. The question reaches your desk either way.

Who is teaching

Trained by someone who does the work, not just the slides.

I am a Chartered Accountant (CA ANZ) with a Certificate of Public Practice and nearly 20 years inside Australian businesses. I present live crypto tax training to rooms of 60 to 100 accountants for Tax Nuggets Academy.

The material comes from real engagements: real wallets, real software errors, real corrections. This financial year alone that work reconciled 86,000 transactions and corrected $260,000 in overstated gains before lodgement.

CPD-ready. Sessions structured so your team's hours count.
Real transaction data. Worked examples from actual files, not textbook hypotheticals.
Built for practitioners. By a CA, for CAs and CPAs. No crypto evangelism, just the work.
Plain English. Your graduates and your partners get the same clarity.

Ways to engage

Two ways I help firms.

Crypto Tax Training for Your Team

Live training delivered in-house or online, sized to your firm. From a lunch-and-learn to a full-day intensive.

Scoped to your firmTell me your team size, format and focus areas. I will quote on a short call.

What sessions cover

CGT treatment of crypto: disposals, swaps, cost base and records
Ordinary income: staking, airdrops, DeFi yield and payments in tokens
GST and crypto, where it bites and where it does not
Record-keeping standards that survive ATO data matching
Crypto tax software: what the defaults get wrong and how to catch it
Worked examples from real client files

Engagement Support

A complex crypto file lands and your team needs backup, not a referral. I work alongside them. Your firm signs, lodges and keeps the client.

Scoped per engagementFrom a one-off file review to ongoing support through busy season.

What's included

Reconciliation of the client's wallets and exchanges
Review of work your team has already done
Software errors and miscategorisations identified and fixed
Workpapers prepared to your firm's standard
Your team upskilled on the file as we go

Get started

Let's talk about your team.

A 30-minute call. Tell me your firm's situation and what your clients are bringing in. I will tell you what training or support fits, and what it costs.

Book a 30-minute call

Prefer email? matthew@snapshotweb3advisory.xyz