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How We Delivered Full Financial Transparency for a Crypto Exchange in 3 Weeks

  • Writer: Yana Levkovich
    Yana Levkovich
  • Sep 12
  • 2 min read

By Yana Levkovich

A crypto exchange startup reached out with one key demand:

“I don’t want daily chaos—I want clear reports.”

Their investor was hands-off. The young team had expenses scattered in Notes, profit numbers written down “somewhere,” and zero planning. The main pain point was obvious: no transparency.

We had one month to deliver a working system. It took us three weeks. The Challenge

  • Expenses logged randomly across chats and Notes.

  • No accountability for profit.

  • No expense or revenue planning.

  • Investor wanted weekly and monthly reporting—without being dragged into the mess.



The Process

  1. Data RescueWe gathered every scrap of financial data the team had—screenshots, invoices, messages—and pulled it into structured sheets.

  2. Expense StructuringExpenses were categorized into clear buckets: salaries, marketing, tech, operations.

  3. Profit TimelineWe calculated total profit from day 1 to today, giving both investor and team a full picture for the first time.

  4. Financial PlanningWith numbers clear, we built forecasts for both expenses and profit. Now the team had a profitability roadmap.

  5. KPIs for the TeamTogether we defined what each role influences. We then implemented realistic KPIs tied to actual business results.



The Numbers (Example)

  • Before: Investor only had a vague idea of around $80K in profit, with no clarity on expenses.

  • After:

    • Expenses structured:

      • Salaries: $32,000/month

      • Marketing: $18,000/month

      • Tech & Development: $9,000/month

      • Operations & Misc: $6,000/month→ Total: $65,000/month

    • Profit history calculated:

      • Month 1: $55,000

      • Month 2: $78,000

      • Month 3: $92,000→ Total: $225,000 earned since launch.

    • Profit plan: company needs $75K/month revenue to break even.

    • KPIs implemented:

      • Marketing → acquire 1,200 new users/month

      • Sales → onboard 2–3 B2B partners/month

      • Ops → support response under 2 hours



The Results

In just 3 weeks, we delivered:

  • Weekly and monthly reporting for the investor.

  • A clear financial roadmap for the team.

  • Transparent expense and profit tracking.

  • KPIs that connect daily work with company growth.

The business now knows when it can hire, how much it needs to earn, and what targets to meet every week.



Reflection

Transparency isn’t a one-time fix. Every system needs updates, and every business evolves. But this case once again proved that COO as a Service can solve sharp, time-sensitive challenges quickly—and create clarity where it matters most.


 
 
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