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I have complete CSV exports from every centralized exchange I used, along with wallet address histories, covering the calendar years 2022, 2023, 2024 and 2025. For transparency you can also pull the same data through the exchanges’ APIs, but I rely on the raw CSV files as the single source of truth. Your task is to turn those files into fully reconciled reports: • A year-by-year ledger that balances on-chain wallet activity with the matching exchange statements • Realised and unrealised gains/loss calculations, cost-basis tracking, end-of-year holdings and a concise P&L for each period • A final summary for each year that could be handed straight to a tax preparer. I am comfortable with whichever specialist tools you prefer—CoinTracking, Koinly, CoinLedger etc —so long as the end result is accurate and verifiable. Please outline briefly how you would approach the reconciliation (imports, matching logic, error handling) and any additional information you will need from me before you start. Accuracy is paramount; experience handling high-volume crypto data across wallets and CEX accounts is essential. If that sounds like your wheelhouse, I look forward to working together.
Project ID: 40186596
26 proposals
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Active 2 mos ago
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26 freelancers are bidding on average $467 USD for this job

As an avid believer in the power of quality work, I am confident that my skills make me an excellent match for this project. My name is Muhammad Ali, and I run Ali DataExperts. Our team's skillset encompasses a vast array of services, all of which are vital to the success of this project. We are well-versed in bookkeeping and account reconciling, possessing the necessary proficiency to handle high-volume crypto data like yours. Our deep knowledge of Excel and Python will prove invaluable in turning your CSV files into fully reconciled reports. We can create a year-by-year ledger that accurately balances on-chain wallet activity with the exchange statements, all while tracking cost-basis, end-of-year holdings, and calculating realized/unrealized gains and losses necessary for a concise P&L statement. Through our thorough approach to data analysis and error handling, we ensure the accuracy and verifiability of our work. Moreover, we are open to suggestions regarding specialized tools for this task; CoinTracking, Koinly, CoinLedger or any other platform you prefer will be handled efficiently. In short, your project perfectly aligns with our expertise and passions; we look forward to the opportunity of offering you a high-quality service you can trust!
$250 USD in 1 day
7.1
7.1

Hello, Would you like to see a demo of how we can transform your CSV exports into comprehensive financial reports, even before making any commitments? With extensive experience in multi-year crypto accounting and a strong proficiency in tools like CoinTracking and Koinly, I can ensure accurate reconciled reports that align your on-chain activities with exchange statements, providing you with clear P&L summaries and tax-ready documentation. Let's discuss your specific needs and outline the reconciliation strategy to ensure a precise and seamless process. Regards, Smith
$500 USD in 7 days
7.2
7.2

Hi The main technical challenge is reconciling high-volume CEX CSVs with on-chain activity without double-counting transfers, misclassifying trades/fees, or losing cost-basis continuity across wallets and exchanges. I handle crypto tax-grade reconciliation using CoinTracking/Koinly/CoinLedger plus custom validation scripts (Python/pandas) to verify totals against your CSV “source of truth.” I’ll import year by year, normalize timestamps/timezones, map symbols and fee assets, and match wallet deposits/withdrawals to exchange transfers using txid, amounts, and time windows. For discrepancies, I apply structured error handling: identify missing fills, stale pairs, delisted tokens, internal transfers, and airdrop/staking/interest classifications with an auditable exception log. Then I produce verified realized/unrealized P&L, cost basis (FIFO/LIFO/Specific ID as required), end-of-year holdings, and a clean ledger that balances per year. Finally, I generate a tax-preparer-ready summary package with supporting audit trails so every figure can be traced back to CSV rows and on-chain transactions. This approach prioritizes accuracy and repeatability over “black box” totals. Thanks, Hercules
$500 USD in 7 days
6.8
6.8

I specialize in end-to-end crypto transaction reconciliation and tax-ready reporting across multiple CEXs and on-chain wallets. My approach is to treat your CSV exports as the system of record, import them into tools like CoinTracking/Koinly/CoinLedger, and then reconcile deposits, withdrawals, and trades against wallet histories using TXIDs, timestamps, amounts, fees, and internal-transfer logic. I perform exception handling for missing cost basis, partial fills, forks/airdrops, and exchange inconsistencies, followed by manual validation to ensure ledgers fully balance. The final deliverables include year-by-year reconciled ledgers, realized/unrealized P&L, cost-basis tracking, end-of-year holdings, and concise annual summaries suitable for a tax preparer. Before starting, I’d need the list of exchanges, wallet addresses, preferred cost-basis method (FIFO/LIFO/HIFO), tax jurisdiction, and confirmation of any DeFi, staking, or OTC activity. Accuracy, auditability, and verifiability are my top priorities.
$500 USD in 7 days
5.6
5.6

Hello there, I reviewed your project Multi-Year Crypto Accounting.. and understood the requirements at a high level. I focus on delivering clear, stable, and maintainable solutions aligned with the actual scope, I can work with Python, Data Processing, Accounting and follow a clean development process with proper structure and error handling. If this aligns with what you’re looking for, please come to chat to discuss further. Best regards
$250 USD in 7 days
4.3
4.3

Hello Carlos C., I hope this message finds you well. I'm thrilled about the opportunity to work on your multi-year crypto accounting project. With extensive experience in handling high-volume cryptocurrency data and a strong background in Python, data processing, and financial analysis, I am confident in my ability to deliver accurate, reconciled reports that meet your needs. To tackle this project, I will begin by importing your CSV files and pulling data via API from each exchange to ensure all information is captured and verified. Using specialist tools like CoinTracking or Koinly, I'll implement a robust reconciliation process that matches on-chain wallet activity with exchange statements. My approach will involve detailed matching logic to identify and resolve discrepancies, ensuring a fully balanced ledger for each year. I will calculate realized and unrealized gains/losses, track cost-basis, and compile concise P&L statements, culminating in a comprehensive summary ready for your tax preparer. Before starting, I'll need access to your CSV files and API keys for the exchanges used. Accuracy and transparency are my top priorities, and I am ready to begin immediately to ensure timely delivery. Looking forward to collaborating with you on this project. Best Regards, George M.
$250 USD in 10 days
0.0
0.0

Hi Carlos, I understand the complexity and importance of reconciling your multi-year crypto accounting data from various exchanges and wallet addresses. My approach to this project involves meticulous reconciliation of on-chain wallet activity with exchange statements, detailed gains/loss calculations, cost-basis tracking, and concise P&L reports for each period. I will ensure accuracy and verifiability using specialist tools like CoinTracking or Koinly, tailored to your preference. My methodology includes thorough data imports, precise matching logic, and robust error handling procedures to guarantee the integrity of the reports. I have extensive experience in handling high-volume crypto data across multiple platforms, making me well-equipped to deliver reliable results for your project. I look forward to the opportunity to work together and provide you with the comprehensive and accurate reports you require. I am prepared to discuss any additional information needed to kickstart this project successfully. Best regards, Taneem
$500 USD in 7 days
0.0
0.0

Hi there! Do you also need me to handle token swaps and staking rewards that might not be clearly reported in the CSVs? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. Kind Regards, Corné
$250 USD in 14 days
0.0
0.0

Hello there, I can turn your CSV exports and wallet histories into **fully reconciled, tax-ready crypto reports** for 2022–2025, with accuracy as the top priority. How I’d approach it: * Treat your **CSV files as the source of truth**, with optional API pulls only for cross-checks * Import all exchange CSVs and wallet data into a specialist tool (Koinly / CoinTracking / CoinLedger—happy to use your preference) * Reconcile **on-chain transfers vs exchange deposits/withdrawals** to eliminate duplicates and mismatches * Normalize timestamps, symbols, and transaction types * Resolve errors (missing cost basis, internal transfers, fee handling, dust, delistings) * Validate balances year-end so holdings match across wallets and exchanges Deliverables: * **Year-by-year ledgers** reconciling wallets and CEX activity * **Realised & unrealised P/L**, cost basis tracking, and end-of-year holdings * Concise **annual summaries** suitable for a tax preparer * Clear audit trail so results are verifiable What I’ll need from you: * CSV exports from each exchange (2022–2025) * Wallet address list (by chain) * Confirmation of tax method preference (FIFO/LIFO/etc.) * Home tax jurisdiction (for reporting assumptions only) I’ve handled **high-volume, multi-exchange crypto histories** and know where reconciliation usually breaks down. If you want, we can start with one year as a validation pass, then roll through the rest once accuracy is confirmed.
$500 USD in 7 days
0.0
0.0

Hello! As someone who truly enjoys a good challenge, your project aligns perfectly with my love for data analysis and data processing. With a solid foundation in Excel and Python, I'm well-equipped to tackle the high-volume crypto data from your CSV exports and turn them into fully reconciled reports that you can confidently hand over to your tax preparer. In terms of reconciling the data, my approach would involve careful importation and integration of your files into specialized tools such as CoinTracking, Koinly or CoinLedger of your choice. I'll then apply meticulous matching logic to cross-reference on-chain wallet activities with exchange statements while implementing efficient error handling mechanisms throughout the process. This will ensure maximum accuracy - an absolute priority for me. My extensive experience in finance and business consulting places me in unique position to deliver results that go beyond mere data reconciliation. I understand the implications of realized and unrealized gains/losses, how significant it is to track cost-basis effectively, maintain detailed ledgers, and present concise P&Ls -- all essential tasks for a project like yours. My goal is not just accuracy but also verifiability, so you can rest assured knowing that not only will your reports be accurate but also easily audit-ready and tax-compliant. Choose me for this project and let's turn what might seem a daunting task into a smoothly executed piece of work!
$270 USD in 4 days
2.2
2.2

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