Bitcoin Treasury Consulting Services | Executive Education | Canada

Bitcoin Treasury Consulting Services

TWO PATHS TO A BITCOIN TREASURY

Deploy capital directly, or build a reserve from revenue. Both paths lead to institutional-grade Bitcoin treasury management.

BOOK YOUR STRATEGY SESSION

Treasury Track

Capital-Led

Discovery Call

30 minutes

Executive Education

90-minute session

Planning Phase

2 weeks

Execution

6-8 weeks

↓

Payments Track

Revenue-Led

Discovery Call

30 minutes

Executive Education

90-minute session

Planning Phase

2 weeks

Execution

2-4 weeks

Accept Payments

Go live

Hold & Build

Accumulate reserve

Ongoing Advisory

Board reporting · CRA compliance · Subsequent acquisitions · Growth strategy

TREASURY TRACK

Deploy capital directly into Bitcoin. Ideal for companies with excess cash reserves seeking inflation protection.

Discovery Call

30 Minutes

We'll discuss your treasury objectives, explore whether Bitcoin aligns with your strategy, and answer any questions. An honest conversation about fit — no obligation.

Executive Education

90-Minute Session

Build foundational Bitcoin knowledge for your leadership team. Tailored sessions for boards, executives, or finance teams covering monetary economics, corporate case studies, and strategic frameworks.

Planning Phase

2 Weeks

Strategy and team assessment, corporate governance analysis, finance and IT evaluation, vendor research, risk assessment, and board presentation materials. Comprehensive written report adapted for Canadian regulatory environment.

Execution

6-8 Weeks

Policy development, custodian and broker selection, first Bitcoin acquisition, accounting and tax setup, internal controls, and finance team training. Complete implementation with Canadian-qualified vendors through first purchase.

PLANNING THROUGH FIRST ACQUISITION IN 8-10 WEEKS

PAYMENTS TRACK

Build a Bitcoin reserve from existing revenue. Ideal for multi-location businesses with meaningful transaction volumes.

161 BTC

Steak 'n Shake built ~$11M from payment receipts in 9 months

50%

Lower processing costs vs. card networks

Chargebacks — ever

Discovery Call

30 Minutes

We'll discuss your business model, transaction volumes, and payment infrastructure. Determine whether Bitcoin payment acceptance aligns with your operations and treasury goals.

Executive Education

90-Minute Session

Build foundational Bitcoin knowledge for your leadership team. Understand Lightning Network payments, custody options, and how payment acceptance connects to treasury strategy.

Planning Phase

2 Weeks

Payment processor evaluation, POS integration assessment, settlement workflow design, hold/convert policy development, CRA accounting treatment, and staff training plan.

Execution

2-4 Weeks

Payment processor setup, POS integration (QR code, plugin, or API), custody configuration, banking workflow, staff training, and pilot location launch.

Accept Payments

Go Live

Customers pay in Bitcoin via Lightning Network — confirms in seconds, faster than a card tap. You choose your settlement: convert to CAD instantly, or retain a portion in Bitcoin.

Hold & Build

Ongoing

Retain a portion of Bitcoin receipts — even 10-20% — and build a treasury position funded entirely by existing revenue. No additional capital required. Custody guidance and CRA-compliant accounting included.

ONGOING ADVISORY

Once you're operational, month-to-month or quarterly advisory is available. Cancel with 30 days notice.

Strategy Calls

Regular check-ins on market conditions and treasury positioning

Subsequent Acquisitions

Guidance on timing and execution of additional purchases

Board Reporting

Presentation materials and performance updates

CRA Compliance

Impairment testing reviews and regulatory monitoring

WHY NEW MACRO

INSTITUTIONAL-GRADE METHODOLOGY

Built for CFOs, boards, and auditors. Structured. Repeatable. Canadian-compliant.

CANADIAN EXPERTISE

IFRS/ASPE accounting. CRA-compliant structure. FINTRAC compliance. The Canadian context is the entire value proposition.

ONE FIRM, BOTH PATHS

Treasury or payments — same methodology, same team. Companies that start with payments grow into treasury clients.

TRANSPARENT PRICING

Fixed-price engagements with clear deliverables. No hourly billing. No retainers until you're operational.

READY TO EXPLORE?

Start with a 30-minute discovery call. No obligation.

BOOK YOUR STRATEGY SESSION