Bitcoin for Financial Services Podcast

Bitcoin for Financial Services Podcast

By Wyatt O'Rourke & Jordan GuessBusinessTechnologyInvesting
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Bitcoin for Financial Services Podcast episodes

  • The CPA Who Orange‑Pilled Finance

    How do you run a business that thinks in Bitcoin and keeps clean books across Lightning, custody, and payroll?

    In this episode of BfFS, we sit down with Joe Wood, a CPA who turned his accounting career toward Bitcoin. We discuss how he decided to be Bitcoin-only, how tools like Zaprite and Bitment change the work, and what privacy trade-offs actually matter; as well as whether accountants can grasp the Bitcoin network as a public ledger, and how that understanding reshapes financial advice as a whole.

    Join us as we trace messy CSVs to a Bitcoin-native practice and ask what it means to build for the long term.

    Chapter Markers

    00:00:00 Bitcoin ethos and low-time preference
    00:01:50 Guest intro: Joe Wood, Satoshi Pacioli
    00:02:57 How Joe found Bitcoin (2014–2020)
    00:05:23 From audit to Bitcoin accounting
    00:08:53 Why focus on Bitcoin only
    00:15:21 Role in industry maturation and clients
    00:19:15 Accounting for Lightning payments
    00:25:00 Bitcoin treasury and payment tools
    00:29:49 Privacy practices and trade-offs
    00:39:00 Bitcoin network as a public ledger
    00:50:14 Scaling the firm and talent matrix
    00:55:48 Client skepticism and closing thoughts

    Guest Links

    Joe Wood on LinkedIn: https://www.linkedin.com/in/joseph-wood-9217a529/
    Satoshi Pacioli Website: https://satoshipacioli.com/

    Host Links

    Jordan Guess:
    X: https://x.com/jordanguess
    Discord: https://discord.com/invite/Xg55GVkc3f

    **Wyatt O'Rourke:

    **X: https://x.com/wyattorourke_
    Website: https://www.basilic.io/

    **Bitcoin for Financial Services Media Links:

    **X: https://x.com/BFFS_media
    Website: https://bffs.media/
    YouTube: http://www.youtube.com/@BFFS_Media

    Check out our awesome show sponsors!

    • Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. https://www.basilic.io/
    • Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. https://www.bitment.co/
    • Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. https://satoshipacioli.com/
      • 1 hr
    • Planting the Orange Flag

      What happens when financial advisors dismiss Bitcoin as a passing trend, only to watch clients walk away? How do you build trust in an industry riddled with scams and short-term thinking?

      In this first episode of BfFS, we explore the gaps in traditional finance, where fear meets opportunity, and what it means to "Plant the Orange Flag" as a professional.

      From tax strategies to custody tradeoffs, the rules are being rewritten. Will you adapt or get left behind?

      Chapters

      00:00:00 Welcome to Bitcoin for Financial Services
      00:03:11 Wyatt O'Rourke: Basilic Financial background
      00:05:52 Jordan Guess: CPA and Bitment introduction
      00:08:41 Origin story: how we met and teamed up
      00:12:39 Planning and running the inaugural summit
      00:23:49 Why advisors must embrace Bitcoin now
      00:30:50 Business model shifts and custody questions
      00:36:12 Due diligence for Bitcoin service providers
      00:46:12 Podcast details and community building
      00:57:14 Events, announcements, and closing statements

      Host Links

      Jordan Guess:
      X: https://x.com/jordanguess
      Discord: https://discord.com/invite/Xg55GVkc3f

      **Wyatt O'Rourke:

      **X: https://x.com/wyattorourke_
      Website: https://www.basilic.io/

      **Bitcoin for Financial Services Media Links:

      **X: https://x.com/BFFS_media
      Website: https://bffs.media/
      YouTube: http://www.youtube.com/@BFFS_Media

      Check out our awesome show sponsors!

      • Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. https://www.basilic.io/
      • Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. https://www.bitment.co/
      • Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. https://satoshipacioli.com/
        • 1 hr 1 min

      About Bitcoin for Financial Services Podcast

      From the publisher's feed

      Bitcoin for Financial Services Podcast is where money meets innovation. Hosts Wyatt O’Rourke and Jordan Guess break down what’s happening in the world of Bitcoin finance and how it’s reshaping the…