Hold bitcoin on a small company balance sheet, with the rules written down.
Free guides and open-formula tools for owners, directors and their accountants. Sizing, custody and policy, explained in plain terms for the US and the UK at equal depth.
General information and education only, not advice. You must obtain your own official professional advice to confirm this information is correct before acting on it. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in. Full disclaimer.
A company with $500k / £500k cash
Monthly costs of $40,000 / £40,000, 6 months of costs protected, known obligations of $60,000 / £60,000 and a 5% cap on excess reserves.
Computed with the same formula as the sizing calculator. The figures work the same in either currency, with no exchange rate applied.
Illustration only. The calculator, questionnaire and policy generator produce illustrations from your own inputs. They are not recommendations. You must obtain your own official professional advice to confirm this information is correct before acting on it. Disclaimer.
Three decisions, in order.
Each guide pairs a short explanation with a working tool. Every formula and rule is shown on the page, so you and your accountant can check the reasoning.
Built for the people who sign off.
Treasury decisions are reviewed by directors, auditors and tax advisers. The site is written for that audience.
Primary sources
Claims link to paired official sources: the IRS and HMRC, FASB and the FRC or IFRS Foundation, the SEC and the FCA. No blogs, no forums.
Open formulas
Every calculator shows its formula and every questionnaire shows its rules. Nothing is a black box.
US and UK, equally
Each topic covers both markets side by side, under matching headings, with examples in USD and GBP.
No promotion
No price views, no affiliate links, no provider rankings. We do not hold or move anyone's funds.
Bitcoin treasury policy template
An editable Markdown template covering purpose, authority, protected reserves, allocation limits, approvals, custody, accounting, tax, review, incidents and communications. Written for a board or directors to adopt after review.
Get the template- Eleven sections, plain language
- Matching US and UK clauses for each topic
- Placeholders for roles, not names
- Pairs with the policy generator
Working documents
A set of working documents for companies that decide to go ahead: policy, board resolution, custody runbook, accountant briefing, quarterly review checklist and incident plan. Contents and timing may change.
See what is coming next- Written against US and UK primary sources
- US and UK covered at equal depth
- Get notified when they're ready
One treasury lesson a week.
A short email: one concept, one accounting or regulatory update with its source, and one tool or template. Calm, sourced, no price talk.
Read the latest: Issue 1, the monthly close. All issues.
Free. One short email a week. Unsubscribe at any time. See our privacy notice.
General information and education only, not advice. You must obtain your own official professional advice to confirm this information is correct before acting on it. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in. Full disclaimer.
Follow @IoTFinancial on X, @iotfinancial on Instagram and @iotfinancial on YouTube