We help individuals and CPA firms clean up complex crypto and DeFi histories.
We take crypto bookkeeping seriously.
Canon Books was created after 5+ years of hands-on, real-world crypto and DeFi experience, managing complex, high-nuance personal activity.
We specialize in methodical, well-documented methods — prioritizing correctness, transparency, and defensibility.
Our goal isn’t to outsmart auditors — it’s to give them nothing to argue with.
What We Handle
From everyday activity to high-nuance DeFi strategies, we bring structure and clarity to complex crypto histories.
Staking
Liquidity Pools (LPs) & Concentrated Liquidity Positions (CLPs)
Zap contracts
Ve(3,3) DEX participation
NFT activity
Auto-compounder vaults
Lending & borrowing
Perps
Token migrations & merges
Partial exits & evolving positions
Additional complex crypto activity as needed
Special Situations
Exchange collapses & recoveries [FTX, Voyager, Celsius, BlockFi]
How It Works
Step 1
Intake & Scope
Review Wallets, chains, and activity
Step 2
Reconstruction
Understand economic reality vs on-chain mechanics (they are often different)
Step 3
Delivery
Build clean, accurate records in CPA-ready form
Who It's For
Crypto & DeFi investors
with messy transaction histories
CPA firms
who need a reliable crypto-native partner for high-activity clients
Canon Books offers both DIY guidance and Done-For-You solutions
Our Philosophy
We are DeFi bookkeeping
infrastructure.
Canon Books is run by a crypto-native operator who understands:
how capital moves on-chain
how DeFi actually works — not just how software imports it
what CPAs need vs. what block explorers show
For novel or highly complex instruments, we reason through the mechanics, document assumptions, and produce records that can be clearly understood
— and defended confidently by CPAs.
If your crypto activity has outgrown your bookkeeping — it's time to clean it up properly.
Explore your options
Individuals
Canon Books provides a guided DIY approach alongside full Done-For-You bookkeeping.
Most crypto investors don’t need a full-service bookkeeper — they need clarity, structure, and guidance.
DIY is for individuals who:
enjoy being hands-on
have the time and patience to work through the details
want to understand their own activity on a deep level
want to clean up their books correctly themselves
value being directly involved in their bookkeeping
→ Check out our Skool DIY community
Inside, you will have access to
Canon Docs — a living, growing doctrine explaining how to handle the nuances of crypto and DeFi bookkeeping
Detailed instructions how to use tax software effectively (including Summ [formerly CryptoTaxCalculator], Koinly, CoinLedger, TaxBit)
Access to 1-on-1 guidance via DM's for questions and clarification
Post questions in the community for discussion and assistance from other Members
Join for tax season, leave when you're done. And we'll see you next year 🫡
Done-For-You (DFY) Bookkeeping
If you already know you want your bookkeeping handled for you, DFY services are available on a limited basis.
You’re welcome to reach out via call or text to talk through your situation
→ (615)622-2138 — available daytime/evening CST
By contacting Canon Books via text message, you consent to receive conversational messages related to bookkeeping services. Message & data rates may apply.
Or contact → [email protected] if email is more your thing
(Initial conversations are exploratory. DFY availability depends on scope and capacity.)
Canon Books — Crypto & DeFi Bookkeeping
Canon Books provides structured paths forward
For investors with complex on-chain histories
(LPs, CLPs, perps, veNFTs, etc.)
Guided DIY or Fully Handled
Bookkeeping
Most crypto investors don’t need a full-service bookkeeper.
They need clarity, structure, and guidance.
Guided DIY may be right for you if you:
enjoy being hands-on
have the time and patience to work through the details
want to deeply understand your own activity
value being directly involved in your records
→ View our Skool DIY Community
Inside, you’ll have access to:
Canon Docs — a living doctrine explaining the nuances of crypto and DeFi bookkeeping
Step-by-step guidance for using tax software effectively (Summ, Koinly, CoinLedger, etc)
Direct 1-on-1 assistance via DM when you need clarification
Community discussion for questions and shared problem-solving
Join for tax season.
Leave when you’re done.
We’ll see you next year.
If you’d rather not think about any of this at all, that’s completely fine.
Many investors simply don’t want to spend weeks reconstructing transaction histories and fixing incorrect software imports.
If you'd like it fully handled, that option is available.
Engagements like this typically cost a few thousand dollars —
and can save you hundreds of hours better spent elsewhere.
If that sounds like relief — let's talk.
Initial conversations are exploratory only.
Call or Text Tay
(615) 622-2138
Available during business hours CST. Message & data rates may apply.
CPA Firms
We love working with CPA firms.
Canon Books exists to:
handle crypto-native complexity
deliver clean, CPA-ready records
act as a reliable backend partner for crypto-heavy clients
Canon Books is NOT a replacement for CPAs.
We are crypto-native bookkeeping infrastructure.
You stay the advisor.
We handle the on-chain activity.
What This Looks Like in Practice
You introduce Canon Books when a client’s crypto activity exceeds your tooling
We offer DIY guidance and DFY options for your clients to choose how they want to get it done.
Your firm receives the organized, CPA-ready records
Canon Books is happy to offer referral fees for clients introduced by your firm, where appropriate.
If you’re a CPA firm with crypto-heavy clients:
Feel free to provide a convenient timeblock for us to call in if providing your phone number.
[Make sure to include the timezone]
Privacy Policy
Canon Books
Effective Date: 17Feb2026
Canon Books ("we," "our," or "us") provides cryptocurrency and DeFi bookkeeping services. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
1. Information We Collect
We may collect:
• Name
• Email address
• Phone number
• Wallet addresses
• Exchange account information
• Tax software account access (if provided)
• Transaction history and related financial data
• Any information voluntarily submitted during consultationsWe collect only the information necessary to provide bookkeeping services.
2. How We Use Information
We use collected information to:• Provide bookkeeping services
• Communicate with clients
• Prepare financial records
• Respond to inquiries
• Send invoices and service updates
We do not sell, rent, or trade your personal information.We may retain records as required for legal, tax, or compliance purposes.
3. Data Security
We take reasonable measures to protect client information. However, no online system can guarantee absolute security.
Clients are responsible for maintaining the security of their own wallets, exchanges, and tax software accounts.
4. Third-Party Services
We may use third-party services such as:
• Tax software providers
• Payment processors (e.g., Stripe)
• Communication platforms
These services operate under their own privacy policies.
5. Your Rights
You may request:
• Access to your information
• Corrections
• Deletion of your data (subject to legal or recordkeeping requirements)
Contact: [email protected]
6. Updates
This policy may be updated periodically. Continued use of our services constitutes acceptance of any updates.
7. SMS DisclosureBy contacting Canon Books via text message, you consent to receive conversational messages related to bookkeeping services.
• Message frequency varies
• Message and data rates may apply
• Reply STOP to opt out
• Reply HELP for assistanceWe do not send promotional marketing campaigns via SMS.
SMS communication is limited to direct, client-initiated or service-related communication.
Terms of Service
Canon Books
Effective Date: 17Feb2026
1. Scope of Services
Canon Books provides cryptocurrency and DeFi bookkeeping services.
We do not provide tax advice, legal advice, investment advice, or financial planning services.
Clients remain responsible for:• The accuracy of data provided
• Final tax filings
• Decisions regarding financial activity
2. Engagement
Scope of work will be discussed prior to service commencement.
Work begins after:
• Agreement on scope
• Payment is received
All engagements are project-based unless otherwise agreed.
3. Payment Terms
• Fees are quoted based on estimated scope and complexity
• Payment is due upfront unless otherwise agreed
• Fees are non-refundable once work has begun
4. Limitation of Liability
Canon Books provides bookkeeping services based on information provided by the client.
We are not responsible for:
• Errors in third-party software
• Incomplete or inaccurate data provided by client
• Platform outages or blockchain errors
5. Governing Law
These terms shall be governed by the laws of the State of Wyoming.