Financial Documentation Services for Investors, Traders and Digital Asset Holders
InvestorBill organizes fragmented financial records into clear, structured documentation — built around whatever accounts, platforms and history you actually have, not a generic template.
How a service engagement is scoped
Pricing depends on the number of accounts, platforms, reporting periods and the condition of your existing records, so every quote is prepared individually.
- ✓ Short intake call to understand your accounts and goal
- ✓ Written scope and document checklist before any work starts
- ✓ Fixed-scope quote — no work begins without your approval
- ✓ Direct communication throughout, not a ticket queue
What We Do
Seven core services, built for real financial complexity
Most clients need a combination of these services rather than just one. Scope and pricing are confirmed after reviewing what you already have — get in touch and we’ll outline what applies to your situation.
Financial Record Reconstruction
Rebuilding a clear activity history from incomplete, scattered or archived account records across multiple providers.
- Historical statement review
- Missing-period identification
- Consolidated activity timeline
Multi-Broker & Trading Documentation
Consolidating trade histories, deposits and withdrawals from several brokers into one coherent annual file.
- Cross-broker account mapping
- Transaction reconciliation
- Annual reporting summary
Digital Asset & Crypto Documentation
Organizing exchange exports, wallet transfers and staking activity into a structured, reviewable record.
- Exchange and wallet mapping
- Transfer classification support
- Unresolved transaction reporting
Source-of-Funds & Capital Origin Files
Documenting how investment capital was accumulated and moved, supported by verifiable financial records.
- Income and transfer timeline
- Supporting document index
- Bank and institution-ready format
Tax Reporting Documentation Support
Preparing organized, accountant-ready files that support your own tax filing — we structure records, not file returns.
- Gains and income record organization
- Accountant-ready formatting
- Prior-year cross-referencing
Business & Personal Income Separation
Clarifying which funds moved from a business into personal investment accounts, and how they’re documented.
- Distribution and transfer mapping
- Business vs. personal record split
- Supporting source documentation
Ongoing Recordkeeping & Archiving
Keeping documentation current after the initial case, so records don’t fall back into disorder over time.
- Periodic statement filing
- Updated activity summaries
- Ready-to-hand-off archive
How It Works
From scattered records to a finished service package
The same four-step approach applies regardless of which service or combination of services you need.
Initial Assessment
We review your accounts, platforms, jurisdictions and the purpose of the documentation.
Scope & Quote
You receive a written scope and a fixed quote before any work begins — no surprises later.
Review & Structure
Records are classified, activity is mapped and any gaps are clearly documented.
Delivery
You receive the finished package, plus a short walkthrough of what it contains.
Service Overview
Which service fits which situation
A quick reference — most engagements combine two or three of these depending on your accounts and goal.
Who We Work With
Built for people with real, complicated financial histories
Responsible Service Delivery
We organize your real financial history — nothing else
InvestorBill does not fabricate records, alter financial history, conceal taxable income or create false explanations for the origin of capital. We are not accountants, tax preparers or financial advisors — our deliverables are organized documentation meant to support, not replace, your accountant, bank or tax professional.
Get Started
Tell us about your accounts and we’ll scope the work
Every engagement is quoted individually based on the number of accounts, platforms and the state of your existing records. Reach out with a short description and we’ll tell you what’s needed before anything is billed.