About
Convoy Finance, established in 2019 and based in Ontario, Canada, was founded to address a common issue: finance often lags behind in fast-growing startups, leading to bottlenecks that impede their progress. This challenge is compounded in the rapidly evolving world of Web3 by the need to navigate multiple jurisdictions and changing regulations.
Convoy Finance is widely recognized as experts in IRS and CRA cryptocurrency taxation. They specialize in global technical DeFi crypto tax reporting, adeptly handling various complex transactions such as IDO, staking, liquidity pools, bridged transactions, NFTs, and more.
Experience and qualifications
Convoy Finance is under the direction of the founding partner, Mo Yang (CPA, CA, CFA). All members of Convoy Finance are CPAs with comprehensive expertise in Web2 & Web3. Convoy Finance has helped hundreds of businesses with tax strategies, tax returns preparation, audit support, registration, and Web3 organization & foundation setup.
Client focus
Convoy Finance provides comprehensive accounting services for a range of clients, from individual cryptocurrency investors to small businesses and corporations; domestically in Canada, and internationally in Canada, Europe, and Asia.
Service offerings
Convoy Finance can assist with:
Full CFO Services: Budgeting & Forecasting, Investor & Board Reporting, Fundraising Support, Cap Table Management, M&A Advisory
Full Service Accounting Firm: Bookkeeping, Payroll Management, Invoicing, Bill Payments
Tax Advisory & Compliance: Strategies, Tax Return Preparation, Audit Support, Registration, Web3 Organization & Foundation Setup
Treasury Management & Market Making: Manage on-chain and off-chain liquidities, Secure Runway for Growth, Engage Market Makers, Secure Exchange Listing, Optimize Yield Strategies
