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Working With Us
For Individuals
Working with us is easy.
Click our 5 pillars below to find out more.
1) Choose Global Crypto Advisors
Review our site, read our blogs, see our list of contributions to the blockchain and crypto space
We've been in the space for 8 years and counting
2) Sign an engagement letter
We are required to have an agreement for services (see types of services)
The engagement letter spells out terms, responsibilities and payments details
We are paperless and use Docusign to make things easy just review click and eSign
All parties automatically get a pdf of the completed engagement letter
Pay the retainer in fiat or crypto
3) Share data
Data sharing is essential for both subscription and project-based services
Data sharing is bi-directional between client and GCA
Login credentials are shared via password manager ~ (Last Pass)
Files are shared via encrypted file storage ~ (Mega)
Credentials can also be shared in Mega
You must be willing to set up and use these platforms
4) Communication
Communications are conducted via encrypted email or app ~ Protonmail, Telegram, Signal in most cases
We recommend client set up stealth emails to bifurcate use into login only and communication
Clarification of data and explanations are done in email to maintain the thread continuity or in an "open items" document in Mega.
Email and apps are NOT used to exchange data
Client books any calls via calendar link in our email signature block
You must be willing to set up and use these platforms
5) Confidentiality & privacy
Our client relationships are always confidential as required by the CPA Code of Professional Conduct and other ethics
We never disclose client relationships without your permission
We keep preliminary and prospective client communications confidential
We value your privacy and understand how important it is to you
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