Eigen Labs

Content Director

Spectral Agency

I ghostwrite 🔥 LinkedIn and X content for founders and brands in crypto

Founder

Bitwave

Director of Content Marketing

Multisig Media

Co-Founder & CEO

BetterWealth

⚒ Created all long and short-form copy across various channels, including landing pages, marketing emails, blog, and social.

⚒ Revamped email marketing strategies to increase subscribers 67% and attain open and click-through rates of 32% and 5.5%, respectively.

⚒ Collaborated with marketing to create library of educational thought-leadership content with 20.6% conversion.

⚒ Developed and implemented SEO and CRO strategy for blog, YouTube, and LinkedIn; boost YouTube watch time +400%.

Kinetic Financial

◾ Wrote and designed dynamic social media content that resulted in 200k+ views over nine months.

◾ Contributed to Forbes, U.S. News & World, NerdWallet, and HuffPost; won backlinks to boost organic search traffic.

◾ Prepared comprehensive financial plans and tax returns for 30+ clients.

Financial Advisor

GPS Capital Markets, Inc.

💱 Co-founded international consulting division; branded new service offering and devised end-to-end marketing strategy.

💱 Created all marketing, instructional, and sales assets for fintech product that increased revenue from existing clients by 44%.

💱 Developed five foreign currency hedging CPE courses and directed multiple seminars of 50-100 executives throughout the U.S.

💱 Managed design, SEO, copywriting, and editing for consulting division's new WordPress site.

Marketing Director, Global Hedge Advisors

Jolt

My time at Jolt wasn’t long, but I discovered something invaluable there that I use every day in my current role: 

The key to “selling”. 🗝

Sincerely seek to understand, then solve people’s problems so they can “love work and live life”, as expressed in Jolt’s mission statement. ❤

Leaving Jolt was a tough decision, but I knew I wanted to help people with a problem we ALL have: managing money. 💵

Account Executive

Picture the movie “The Accountant” where Ben Affleck is part accountant part highly skilled hitman bad@$$ that “uncooks” the books of criminal organizations...

...My job at EY was the exact opposite of that. It’s no secret that being an auditor isn’t the most exciting job in the world, but a lot of good came from this chapter of my career:

🏅Obtained my CPA license and the vast accounting knowledge that comes with it. This knowledge comes in handy when working with clients on issues related to individual and corporate tax.

📈 Spent the majority of my time auditing Ares Management Corporation, a global asset management firm with $112B assets under management, where I got an insider’s view of capital markets, valuation, and investment management.

🤓 Realized that I’m an accounting/finance nerd, but a nerd that needs to interact with people not spreadsheets.

Assurance Senior

Assurance Associate

Aptive Environmental

There I was - I’d been on my deathbed all summer (see below👇) and only had 6 weeks to earn enough to pay for school and hospital bills 🏫🏥 

Spur of the moment, I packed a bag and flew to Indianapolis to sell pest control door to door. I knocked doors for 60+ hours a week, including Saturday’s, and averaged 200 doors per day. 

The hard work paid off because I sold 95 accounts in a 6-week period (179% higher than the average first year Route Manager). 🏅

Highlight Reel: 🎥 

👉Demonstrated resilience when I sold a customer immediately after her little Shih Tzu bit me in the crotch.

👉Sold an entire cul de sac in one go by recruiting a socialite neighbor to invite all his friends over to hear my pitch.

👉Closed an otherwise unsalvageable deal after an upset next door neighbor called the cops who came to the house I was at to question me in front of the customer (no, I wasn’t breaking the law).

Route Manager

I ghostwrite social content, educational email courses, and newsletters for accounting, tax, and financial services firms in crypto.

If you own or manage an accounting, tax, or financial services firm in crypto, you have a big problem: 

Marketing. 

From content creation to client acquisition, it's a daunting task, and you're not alone in feeling overwhelmed.

Most firm owners in digital assets see stagnant revenue for three reasons:

1. You're swamped with existing client demands, leaving no room for marketing.

2. Finding the right help is tough. You need someone who writes well, understands crypto, and can navigate the complexities of finance—like hunting for a unicorn 🦄.

3. You don’t need any more money. Congrats, you've made it. 

But, seriously…

If you're not actively growing, you'll find yourself stuck with the same clients, charging the same fees year after year. You juggle client work, marketing, and admin tasks, losing focus on scaling your business.

Suddenly, you hit a ceiling. 

The burnout hits as you work relentless hours for minimal growth. Maybe you gamble on crypto memecoins so you can take that trip to the Bahamas. Next thing you know, you’ve lost the house and are filing for bankruptcy. (Okay, I got carried away there.) 

I specialize in ghostwriting social content, educational email courses, and newsletters to market your services on autopilot.

The reason why I recommend these channels is because it’s the only funnel you need to create a full pipeline of warm leads for the rest of your career. 

And the benefit of marketing on autopilot is you can work on your business rather than in it. 
All of which allow you to scale your practice to millions in fee revenue without losing your soul in the process.

“But Trevor, why should you trust me to ghostwrite for you?

You don’t have to, but you should find someone who:

🦄 Is a LinkedIn Top Voice (and has helped clients earn the same recognition)

🦄 Built an educational content library, newsletter (with 4,000 subscribers), and crypto accounting and finance media brand, then sold it in 18 months

🦄 Published works in Forbes, LinkedIn News (10x), Blockworks, CoinTelegraph, The Defiant, AccountingToday

🦄 Has an active CPA license and inactive financial advisor license (so I can talk about crypto without Gary Gensler yelling at me)

🦄 Meets the unicorn qualifications I mentioned above (hence all the unicorn emojis)

In that case, we should chat because you’ll have a hard time finding someone else that meets these requirements.

Feel free to grab 30 minutes on my calendar, and we can chat: https://calendly.com/degencpa/30min

Or, send me a DM and let me know what you’re looking for!

Trevor Ward, CPA

Partner

Giddy

- Develop and implement company anti-money laundering, sanctions screening, know-your-customer, fraud prevention, and counter-terrorism financing policies
- Lead internal employee trainings on above-mentioned policies, and work with dev team to implement controls and safeguards in our software and product offerings
- Manage financial reporting (including crypto & digital assets), internal audit, investor relations and SEC reporting
- Registering with regulatory bodies such as Financial Crimes Enforcement Network (Money Services Business), various state departments of finance (money transmitter licenses and Bitlicense), and other Federal and State authorities
- Manage financial accounting, payroll, tax reporting, investor reporting, and human resources
- Frequent public speaker at CFO conferences, Silicon Slopes, Utah Association of CPAs, university campuses, and various media outlets
- Reply to FASB and Treasury requests for comment on proposed rule making and regulations
- Translate mobile application into Spanish and oversee translation of other languages

CFO & CCO

- Lead the West coast region's AWM tax practice specializing in private equity and venture capital
- Won over $2M of recurring work in 2021 from new fund launches and from competitors
- Worked closely with mergers & acquisition team on complex private equity deal transactions on buy side or sell side
- Handled fund and investor global information reporting, including FATCA, CRS, AEoI, and W-form review
- Reviewed tax provisions for blocker corporations
- Consulted on fund structuring to maximize tax efficiency and regulatory compliance
- Worked with TRACK dev team to enhance and roll out proprietary software internally across the West Coast
- Presented at PwC/Cooley CFO conference, guest lectured on multiple college campuses, and created & presented material for client-facing CPE-eligible webcasts

Director

Senior Manager

Manager

LemKey LLC

This was a fun side project where I crowdfunded the perfect number pad for accountants. It was one of the top 25% most funded projects on Kickstarter and had orders from 12 countries around the globe. The project was featured on GoingConcern.com.

The LemKey 10-Key Kickstarter

Bloomfield CFO

At Bloomfield CFO we worked closely with attorneys and financial managers to help high net worth clients set up & maintain estate plans to maximize after-tax income, protect assets, and preserve generational wealth. I successfully defended our clients against IRS audits saving hundreds of thousands of dollars.

Deloitte

I reviewed staff-prepared tax returns for multi-billion dollar venture capital, private equity, and hedge funds, and also the individual fund managers. Designed and led training sessions on complex foreign, domestic, and industry-specific tax issues, and coached new hires and staff accountants. And I even got one of those cute little "green dot" awards.

Senior Associate

My first "real" job out of college. By sheer luck, my path started in the Asset & Wealth Management industry, primarily serving venture capital, private equity, and hedge fund clients. As a shiny new associate I learned the foundational principles of Federal, state & local, and international taxes, and also worked with the PwC Private group to flow the multitude of K-1s up to the General Partners' and Managing Directors' personal tax returns.

Associate

Precision Concrete Cutting

This was my part-time job during college where I cut my teeth on QuickBooks, budgets, cash flow management, implementing internal controls, and understanding the franchise business model.

Controller

Freelance Jazz Musician

I paid my rent & most of my tuition in college playing at weddings, restaurants, corporate parties, studio recording sessions, and touring the world (U.S., U.K., and China). And I am the original bass player and founding member of the now-famous band, Imagine Dragons. I quit the band to become an accountant (yes, you read that right).

Bass Player

Dave Lemke is a tax partner at PwC, specializing in regulatory and tax compliance within the private equity and venture capital sectors. With over fourteen years of public accounting experience serving primarily clients in the San Francisco Bay Area, Dave is a leader PwC's West Coast tax practice. Dave focuses on fund structuring, increasing tax efficiency, tax compliance, global information reporting, complex private equity transactions, blockchain and digital assets.
 
Previously, he served as CFO & CCO at Giddy, where he developed and implemented comprehensive AML policies, navigated federal and state money transmission laws, managed financial reporting for digital assets. Dave was appointed by the governor to contribute his expertise to the Utah Blockchain and Digital Innovation Task Force, furthering regulatory advancements in the digital space. Dave has also worked with the US Treasury to improve Proposed Regulations on digital asset reporting. An accomplished public speaker, he frequently presents at CFO conferences and industry events, sharing his insights on tax and regulatory matters.

Dave is a licensed CPA, long distance runner, decent bass player bass player, and graduate of Brigham Young University.

taplio

The Battle

Trevor Ward, CPA

Dave Lemke

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?