How it works
Simple, step by step
No jargon and no pressure. You decide how far to go.
- 1
Free discovery call
30 minutes on how money moves through your business, where fees and delays hurt, and whether stablecoins would help. If not, we'll tell you.
- 2
Fixed quote
A written scope and fixed price for Starter or Treasury Setup before any work begins.
- 3
Setup in your name
We guide you through opening your Coinbase Business account, setting controls and 2FA, building payment links and invoices, and running small test payments both ways on Base.
- 4
Policy, books & training
For Treasury Setup: your written treasury policy, QuickBooks or Xero process, CPA handoff, and team training.
- 5
Ongoing support (optional)
Managed Treasury: monthly reconciliation, quarterly reviews, regulatory updates and priority support.
Common questions
Who controls the accounts?
You do. Everything is opened in your company's name. We never hold, move or access your funds.
How long does setup take?
It depends on account approval times and your team's schedule. We'll give you an expected timeline with your quote.
Do we have to hold volatile crypto?
No. Most clients use only USDC and can convert to dollars automatically.
Is this right for every business?
No. The discovery call is about finding out honestly whether it makes sense for you.
Start with a free 30-minute call
We'll look at how money moves through your business today, where fees and delays add up, and tell you honestly whether stablecoins would help. If they won't, we'll say so.