Simplify Your Financial Life

You Built the Wealth. Now Let Someone Else Run the Back Office.

Many high-net-worth crypto holders have a portfolio. Very few have a system. Bills sitting in multiple inboxes, tax documents scattered across exchanges, quarterly reports that don’t exist, and no one watching the whole picture. DAG fixes that.

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Your Wealth Is Complicated. Your Financial Administration Should Not Be.

When your assets span crypto wallets, brokerage accounts, LLCs, real estate, and trust structures, the back-office work multiplies fast. You need someone reconciling accounts, processing bills, preparing financial reports, and keeping your documents in order.

Most families at this level either try to manage it themselves — which means it gets done inconsistently — or hand it off piecemeal to an accountant, a bookkeeper, and an assistant who don’t talk to each other.

DAG’s Accounting & Bill Pay service is a single monthly fee that covers your financial back office, coordinated by a team that already understands how digital assets work.

One Team
A Single Point of Contact
One point of contact for your financial reports, bill pay, tax document coordination, and important files. No more chasing three different people for answers.
Reliability
And Transparency
Bill pay processed every week. Monthly bill-pay reports keep you current. Quarterly meetings cover the full picture. Nothing falls through the cracks.
$2,000/mo
Straightforward Pricing
One flat monthly fee replaces the cost and coordination of a part-time bookkeeper, accountant, and administrator working separately.
THE SERVICE PACKAGE

What’s Included in Your Monthly Service

Your $2,000/month fee covers four core service areas, handled by your DAG administration team.

01 · Reporting

Financial Report Preparation

Quarterly Financial Reports. A detailed picture of your financial position across included entities, accounts, and asset classes, delivered every quarter.

Quarterly Meetings. A structured analysis of your reports with your DAG team to flag anything that needs attention.
02 · Bill Pay

Bill Pay Services

Weekly Processing. Recurring and one-time bills are processed on a weekly cycle so nothing is late and nothing is missed.

Monthly Bill Pay Reports. A full summary of what was paid, when, and from which account, delivered at the end of every month.
03 · Tax

Tax Preparer Coordination

CPA Coordination. We don’t prepare your return — we work with your CPA so they have the information they need, organized and on time.

Tax-Season Prep. Crypto activity, account statements, entity files, and tax documents pulled together to make tax season easier.
04 · Files

File Management

Legal & Financial Documents. Trust documents, LLC operating agreements, account statements, and tax documents organized, stored, and accessible when you need them.

On-Demand Access. When your CPA, attorney, or banker needs a document, you (or we) can pull it in minutes — not days.
THE RIGHT FIT

Who This Is Built For

High-net-worth individuals & families
Wealth and income across multiple sources, entities, and asset classes. You need someone keeping track of all of it, not just the easy parts.
Families who have outgrown DIY
You’ve been managing your own books and bill pay, but your financial life has gotten complicated enough that it’s costing you time — and probably accuracy.
Anyone preparing for a liquidity event
If you’re planning a business sale or major asset transfer, clean books and organized documents aren’t optional. We help you prepare for major life changes.
WHY DAG

Built for High-Net-Worth Families Holding Digital Assets

Most bookkeeping and accounting services are built for businesses. DAG’s service is built for high-net-worth individuals and families holding digital assets.

We Already Know Your Structure
 

If you have a DAG-formed LLC or living trust, we already know your entity structure, your documents, and how your assets are held. Your financial administration starts from a position of context, not from scratch.

One Fee. No Gaps.
 

Rather than stitching together services from a bookkeeper, a CPA, and an assistant who don’t communicate, you have one team accountable for your financial back office. When your CPA needs something, we assist. When a bill is late, we caught it. When your quarterly report is due, it’s already done.

PRICING

One Team. One Fee. Everything Covered.

DAG Accounting & Bill Pay
$2,000 / month
Flat monthly fee · No tiered pricing · No surprise add-ons

Financial Report Preparation & Quarterly Meetings
Weekly Bill Pay & Monthly Bill Pay Reports
Tax Document Coordination with Your CPA
Legal & Financial File Management

Get Started →

Free consultation · No obligation

Stop Managing Your Back Office. Start Running Your Wealth.

DAG’s Accounting & Bill Pay service gives high-net-worth individuals and families the infrastructure of a full family office at a fraction of the cost of building one in-house. One team. One monthly fee. Everything covered.

Questions? Talk to our team.