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Convoy Finance

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CPA-led fractional CFO for tech & Web3 startups

Convoy Finance is a CPA-led fractional CFO and accounting firm built for scaling technology companies, with deep specialization in Web3 and digital assets.

We act as the complete finance function for startups that have outgrown DIY bookkeeping but are not ready for a full-time CFO. Our engagements are led by CPAs and designed to deliver investor-grade rigor: consistent monthly closes, board-ready reporting, and financial models that stand up to due diligence.

Services

  • Min project size
    $5,000+
  • Hourly rate
    $150 - $199 / hr
  • Employees
    10 - 49
  • Year founded
    Founded 2019

Overview by:

Reviewer avatar
Mo Yang
Founding Partner About the Team

Service Lines
Accounting
40%
Fractional CFO Services
35%
Finance & Accounting Outsourcing (FAO)
25%
Select Focus Area
General Accounting Focus
Bookkeeping
45%
Financial Accounting
40%
Payroll Processing
15%
Accounting Software Specialist
QuickBooks Accounting & Implementation
50%
Xero Accounting & Implementation
50%
Fractional CFO Services
Cash Flow & Budgeting Management
40%
Financial Decision-Making
30%
Business Cost Structuring
15%
Internal Financial Controls
15%
Tax Focus
Tax Preparation
40%
Cryptocurrency Tax Services
30%
Tax Consulting
30%
Industries

No Industries have been added yet…

Clients
Small Business (<$10M)
75%
Midmarket ($10M - $1B)
25%

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Our Story

Convoy Finance was founded in 2019 on a simple observation: a new generation of companies was being built across borders and on blockchains, and traditional accounting firms were not built to serve them. We built the firm these founders needed: CPA-led, crypto fluent, and multi-jurisdiction by default. Every engagement is led by a CPA, and every number is built to stand up to an auditor, a board, or an investor. Our clients build the future of finance. We make the numbers keep up.

Meet the Team

Mo Yang

Mo YangFounding Partner

Finance leader with a decade across traditional finance and high-growth startups: audit committees, regulatory filings, and finance infrastructure for both public companies and crypto-native organizations.

What Sets Us Apart

CPA-Led, Investor-Grade Rigor

Every engagement is led by a CPA. Monthly closes land on a consistent cadence, and every report is built to withstand an audit, a board meeting, or investor due diligence. You get big-firm discipline at a fraction of the cost of an in-house team.

Multi-Jurisdiction by Default

Our clients operate across eight jurisdictions, including Canada, the US, the UAE, and key offshore centers. We handle multi-entity structures, intercompany invoicing, and cross-border tax considerations as standard practice, so founders get one finance team instead of many.

Genuinely Crypto Fluent

We translate on-chain activity into audit-ready financial statements. Wallets, exchanges, token treasuries, and crypto subledgers are our daily work, not an edge case. We reconcile token balances down to the block explorer level.

Quick Facts

7 years in business

Team Breakdown

Partners (1)
Managers (2)
Senior Accountants (2)
Junior Accountants (3) +2 Teams

Tools and Technology

Microsoft Excel
Asana
Microsoft Teams
HubSpot
GitHub
Google Drive
Google Workspace
Slack

Commonly Asked Questions

Monthly closes are delivered on a consistent schedule agreed at onboarding, typically within the first two to three weeks after month end depending on the complexity of the entity structure. Ad hoc CFO requests, such as board materials or investor questions, are usually turned around within a few business days. We work in your time zone rhythm and sit in your recurring finance calls, so nothing waits for a monthly meeting.

We start with a diagnostic of your current books, entity structure, and tooling. From there we set up or clean up the accounting stack (QuickBooks Online or Xero, plus a crypto subledger where needed), reconcile historical balances including wallets and exchange accounts, and agree on a monthly close calendar and reporting pack. Most clients are on a steady monthly cadence within the first one to two months.

Three things: closes delivered on time every month, numbers that survive scrutiny from auditors, boards, and investors without restatement, and founders making decisions from current data instead of guesswork. The strongest signal is that our clients keep us through fundraises, audits, and restructurings, which is exactly when weak financial functions get replaced.

Yes, this is our core specialization. We reconcile hot and cold wallets, exchange accounts, and token treasuries using dedicated crypto subledgers, and we verify token balances against block explorers. On-chain activity ends up in audit-ready financial statements under IFRS or US GAAP, including positions on token launches and treasury movements.

Yes, multi-jurisdiction structures are our default, not an exception. We currently support clients with entities across Canada, the US, the UAE, and several offshore jurisdictions, including consolidated reporting, intercompany invoicing, and coordination of local tax and compliance requirements with specialists in each jurisdiction.

Contact Convoy Finance

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