The Hash Basis Recipe 🪄

We want working with Hash Basis to feel like a breath of fresh air. Our team is responsive, curious and organized, and these qualities are reflected in our onboarding process. We have your back!

Here’s what to expect when you start working with us

Onboarding to Hash Basis

initial diagnosis call

In your first chat with Hash Basis, we’ll review your books, pain points, and goals for accounting success. Expect questions about your tech stack, incorporation, entity structure, business model, existing records, employees, and crypto activity (wallets, chains, volume, subledger).

due diligence

After NDAs are signed, we will request access to your books (i.e. Quickbooks online) to examine the current state of your books. Any follow up questions will be shared and discussed async or via another call.

services quote

We’ll provide a customized quote based on your activity and service needs (minimums apply, setup fees may apply for clean‑up). Once agreed, you’ll move into the exciting next step → onboarding!

kick-off call

Welcome to the Hash Basis family! After finalizing pricing, we’ll send a contract and host a kick‑off call to address questions, set an action plan, and choose communication tools. We’ll also request view‑only access to your systems so we can keep your books up to date.

general onboarding

With system access and an understanding of your processes, we’ll handle cleanup, set strong opening balances, build custom reconciliations, ensure your crypto subledger is accurate, and add optimizations.

steady state

Once balances are clean, working with Hash Basis runs smoothly. We’ll flag unclear transactions, share new tax & accounting updates, deliver seamless monthly closes, and stay proactive about improvements—and we're always just a message away.🧚