The Satoshi Pacioli team attended the Bitcoin Policy Institute Summit last week. Check out a quick recap written by https://satoshipacioliaccounting.substack.com/p/satoshi-pacioli-goes-to-washington

Not yet, moving it up the playlist! 🫡

Sound Money, Smart Scaling: CAS Tactics for Integrating Bitcoin into Your Growth Strategy I. Introduction: The Financial Fog Every Founder Faces Most founders don’t realize they’re making decisions in a fog. Not the kind that clears after a good night’s sleep, but the kind that quietly distorts your numbers quarter after quarter. The books say you’re profitable. The cash position looks solid. Maybe your valuation just got a nice bump. But something still doesn’t add up. Margins are tighter than expected, your runway feels shorter than it should, and no matter how you tweak the forecast, the dollars just don’t stretch like they used to. This isn’t just operational noise, it’s a deeper problem. Fiat currencies, by design, lose value over time. That’s not theory; it’s baked into the system. So when you’re using the U.S. dollar as your measuring stick, your financials are slowly drifting out of sync with reality. I unpacked this in more detail in The Fiat Fog: How Inflation Distorts Financial Reality, where I break down how inflation doesn’t just erode cash—it corrupts the data behind your decisions. Even clean QuickBooks files and polished dashboards can give you false confidence when the unit of measure is quietly degrading. That’s how good businesses get blindsided. You think you’re scaling, but the foundation beneath your metrics is shifting. The inputs are off, so the outputs can’t be trusted. The fix doesn’t come from another dashboard or a new forecasting tool. It comes from upgrading how you interpret the numbers—through a strategic financial lens that’s grounded in sound money. That’s where Client Advisory Services (CAS) come in. And when CAS is paired with a Bitcoin-denominated mindset, you gain something rare in today’s financial world: clarity. II. What Is CAS – and Why It Matters More Than Ever Client Advisory Services (CAS) is one of those terms that gets tossed around a lot, but rarely explained clearly. At its core, CAS is about giving business owners better financial visibility, and the strategic insight to do something with it. It goes beyond compliance. This isn’t about filing taxes or reconciling transactions, though those things matter. CAS is what happens after the books are clean. It’s where forecasting, cash flow modeling, pricing strategy, KPI development, and capital planning all come together to inform smarter decisions. Think of it as the bridge between where your business is today and where you’re trying to take it. For companies in startup or growth mode, especially those holding meaningful cash reserves, CAS isn’t a luxury; it’s a prerequisite for making confident moves in an uncertain environment. And here’s where things start to click for those thinking long-term: when your strategy is built on a financial system that’s leaking value, even good planning can lead to bad outcomes. Inflation doesn’t just eat your cash; it quietly distorts your decision-making. This is where integrating a Bitcoin-denominated lens into your financial strategy makes a real difference. Bitcoin doesn’t just serve as a hedge; it becomes a more stable reference point in a system increasingly defined by uncertainty. When paired with CAS, it helps business owners recalibrate not just what they track, but what they prioritize. We see this shift happening across forward-thinking companies. Founders aren’t just asking, “How much cash do we have?” They’re asking, “What is that cash really worth six months from now?” That’s not a question QuickBooks can answer. But it’s one CAS, backed by sound money principles, is built to solve. III. The Fiat Problem: How Even Strong Metrics Can Lie One of the most overlooked risks on a company’s balance sheet isn’t debt or slow AR—it’s the currency everything is measured in. Founders tend to assume their financial data is neutral. The charts look good, the metrics are moving up and to the right, and the dashboards glow green. But if those metrics are tied to a unit of account that’s losing value every year, how reliable are they really? A company doing $5 million in annual revenue might feel like it’s growing at 15%—until you account for a currency that’s debased 6–8% annually in real terms. Now you’re looking at single-digit growth, or worse. The story changes completely, and with it, so should the strategy. This is the blind spot: fiat gives the illusion of growth while quietly eroding purchasing power. It creates a mismatch between what you see and what you can actually act on. And the deeper you get into strategic planning, budgeting, capital allocation, pricing models, the more that distortion compounds. You’re not just making decisions with bad inputs; you’re building forecasts on top of them. Even a small allocation to Bitcoin, just a few percentage points of treasury or a segment of long-term reserves can start to neutralize that distortion. It doesn’t just hedge cash; it anchors your thinking. This is where a CAS function becomes critical. A Bitcoin-aware advisory framework can help founders rebuild their metrics using a more stable benchmark. That includes redefining KPIs, recasting dashboards, and asking better questions: “Are we protecting our margins in real terms?” “Is our revenue growth outpacing currency debasement?” “Are our forecasts adjusted for monetary risk, not just market risk?” In an era where noise is high and trust is low, accurate measurement becomes a competitive edge. If your business depends on data to make decisions, then sound money should be part of the equation. IV. Integrating Bitcoin Into Business Strategy: Practical Use Cases Once a company understands the distortion fiat introduces, the next question becomes obvious: what can we do about it? That’s where Bitcoin, when used strategically, becomes more than a headline or hedge. It becomes a working component of your business model. Not every company needs to go “all in,” but the ones that benefit most are those that start early, start small, and integrate intentionally. That’s where CAS shines. Here are four high-leverage use cases we often walk clients through; each one designed to support long-term value creation while preserving operational flexibility. ⸻ 1. Treasury Management This is often the starting point. Bitcoin serves as a long-term reserve asset that helps protect purchasing power and strengthen the balance sheet. It doesn’t replace dollars; it complements them. The goal isn’t speculation, it’s discipline. A sound treasury strategy begins with policy. Decisions such as how much to allocate, how often to review, and what custody methods to use all shape the company’s risk profile and investor alignment. CAS helps formalize these policies so they’re defensible, auditable, and aligned with the company’s capital needs. The result is a stronger, more resilient balance sheet that signals fiscal stewardship without sacrificing liquidity. ⸻ 2. Revenue Strategy Some companies stop at holding Bitcoin, but others begin to explore how it can improve the top line. Accepting Bitcoin as payment opens new customer segments, eliminates certain transaction costs, and gives operators more control over the cash flow cycle. From an accounting and tax standpoint, there’s nuance. CAS helps structure how Bitcoin is received, converted (if needed), and reported, all while ensuring the company remains in compliance and capital-efficient. This impacts the income statement directly, contributing to both revenue growth and margin improvement. ⸻ 3. Operational Efficiency Bitcoin can simplify payments infrastructure. For companies with global vendors or customers, it can reduce friction, speed up settlement, and cut fees. For lean teams, this kind of efficiency matters. But operationalizing Bitcoin without clear workflows can create more noise than benefit. That’s where CAS brings value. It helps evaluate tools and platforms while also documenting processes and ensuring the team is trained and aligned. The result is better control over working capital and fewer surprises in the cash conversion cycle. ⸻ 4. Risk Management With opportunity comes risk. Volatility, custody, regulatory uncertainty; all of it requires clear policies. A good CAS partner doesn’t eliminate risk, but helps quantify, plan for, and communicate it to stakeholders. This includes scenario planning, internal controls, and aligning treasury strategy with broader business objectives. It also means knowing when not to overexpose the business. ⸻ What We’re Seeing From Clients In practice, most companies begin with Treasury Management. It’s a natural entry point and the lowest operational lift. From there, some expand into Revenue Strategy, especially those looking to signal leadership in the Bitcoin space. Others move toward Operational Efficiency once volume justifies it. Finally, Risk Management considerations round out the maturity curve. The companies seeing the most value aren’t the ones making headlines. They’re the ones quietly integrating Bitcoin into the parts of the business that matter most and doing it with strategy, not hype. V. The Role of a Bitcoin-Savvy Fractional CFO Integrating Bitcoin into a business isn’t difficult because of the technology. It’s difficult because of the accounting, the planning, and the decision-making that surrounds it. Most founders don’t need more spreadsheets. What they do need is better questions, sharper insights, and a way to measure what actually matters in a fiat-distorted world. That’s where a fractional CFO comes in. A Bitcoin-aware CFO brings the same strategic guidance as a traditional finance leader, but with an added layer of context that most firms are still missing. This includes: • Treasury modeling that accounts for volatility, liquidity needs, and long-term purchasing power • Custody strategy to align risk, accessibility, and audit readiness • Policy development for internal approvals, allocation thresholds, and board-level reporting • Risk-adjusted capital planning for growth without overexposure • Tax-conscious implementation that respects regulatory boundaries while preserving flexibility Just as important is KPI development and dashboarding. In an environment where nominal metrics can mislead, a CFO helps reframe what gets measured. That might mean building dashboards that compare fiat vs. Bitcoin-denominated performance, tracking purchasing power retention, or layering in macroeconomic risk factors. The point isn’t to overcomplicate the numbers. It’s to bring them back to earth. When dashboards reflect reality (and not just legacy assumptions), founders gain the confidence to act decisively. Bitcoin doesn’t replace financial leadership. It sharpens it. And when paired with a strategic advisor who understands both the numbers and the mission, it helps founders operate with clarity that’s hard to come by in today’s market. VI. Why Satoshi Pacioli At a certain stage, founders begin to realize that clean books and basic reporting only get them so far. What they really need is a financial partner who understands the deeper story; the one behind the numbers. That’s where we come in. Satoshi Pacioli was built to serve founders who operate in the real world but but think long term. We work with business owners who want to grow sustainably, protect their capital, and align their financial strategy with first principles. We’re not a crypto firm chasing the latest trends. We don’t dabble in tokens, NFTs, or yield farming. Our focus is singular: helping companies integrate Bitcoin into their business model with clarity, precision, and purpose. Our team combines deep accounting expertise with operational experience. We’ve sat in boardrooms, managed cash crunches, built dashboards, and walked clients through both bull markets and bear markets. We speak the language of GAAP, tax, and treasury, but we also understand why sound money matters. For some clients, we start with monthly reporting and tax. For others, we step in as a fractional CFO and help build strategy from the ground up. The common thread is trust. Our clients count on us to ask the right questions, spot what others miss, and offer insight that leads to action. If you’re building something durable and want a partner who shares that mindset, we’re here to help. VII. Conclusion: Sound Money, Clear Thinking Scaling a business in today’s environment isn’t just about working harder. It’s about seeing clearly. And when the measuring stick itself is broken, even the smartest operators can be led astray. Client Advisory Services provide the strategy. Bitcoin provides the foundation. Together, they help business owners reclaim clarity, protect capital, and make better decisions with better data. That’s the work we do at Satoshi Pacioli. We help founders cut through the noise and build businesses that hold their value, not just on paper, but in terms of purchasing power and long-term resilience. If you’re ready to move beyond surface-level reporting and build a company aligned with sound money principles, we’d love to hear from you. Book a call with our team and see how Client Advisory Services can support your next chapter. And if there’s a specific angle you’d like to see us explore in more detail—whether it’s treasury policy, Bitcoin payment workflows, or sound money KPIs—drop a comment below. We use your input to shape future content, so if there’s a challenge you’re facing or a topic you want to see unpacked, let us know. Your question might become the focus of a future article. Michael Leonardi, CPA

A couple week ago we introduce our new product offering: Client Advisory Services. Today gives an in-depth overview of what CAS is and how it might be critical for your business's success. Check out the full article below and consider subscribing! https://open.substack.com/pub/satoshipacioliaccounting/p/sound-money-smart-scaling-cas-tactics?

Or read it fully here on Nostr 5 Tax tips for Summer that could save you money and headaches come Spring 1. Just Married? If you tied the knot this summer, be sure to update your name and address with the IRS and Social Security to avoid refund delays or e-filing issues. Use Form 8822 for address changes, and let your employer know, too. A quick update now can save headaches at tax time. 2. Kids in Day Camp? Day camp costs may qualify for the Child and Dependent Care Credit if you worked or looked for work while your child attended. This includes sports, art, or science day camp just not overnight camps. Save receipts and camp details to claim the credit next spring. 3. Business Travel? Work trips can be tax-deductible if the travel is primarily for business. Expenses like airfare, hotels, and mileage may count, but you’ll need detailed records and receipts. Keeping a travel log now can mean valuable deductions later. 4. Summer Job or Side Hustle? Even part-time or temporary jobs can lead to a tax refund if taxes were withheld from your paycheck. If you earn money through gig apps or freelancing, that income is taxable and may come with a 1099-K form. Track all your earnings and expenses to make tax time easier. 5. Home Upgrades? Energy-efficient home improvement like new windows, insulation, or solar panels—could earn you up to $3,200 in tax credits. These credits reduce your tax bill dollar-for-dollar, not just your taxable income. Check the IRS Home Energy Tax Credits page to see what qualifies. Bonus - depending on what happens with the tax bill currently working its way through Congress, homeowners in high tax states could see a significant increase in deductible property taxes from $10k to $40k, which would lower taxable income. Bottom Line: A few smart steps this summer can make next tax season smoother and possibly more rewarding. If you have questions or want help getting organized, Satoshi Pacioli is here for you!

New Substack post up, 5 tax tips for the summer! https://open.substack.com/pub/satoshipacioliaccounting/p/5-tax-tips-for-the-summer-that-could

Excited to announce the addition of , to the team. Jordan is a bitcoiner and has run his own tax firm since 2019. He is also building , an accounting tool for bitcoin businesses. Full detail at Substack link below: https://open.substack.com/pub/satoshipacioliaccounting/p/satoshi-pacioli-ramps-up-tax-operations?utm_source=share&utm_medium=android&r=2g57yp