Home > OCF Certifications > BREEZING CERTIFIED ADVISOR
Learn to Set Up, Book, and Close Crypto Transactions through Breezing, a Crypto Subledger
A practical program for implementing Breezing with Xero and QuickBooks, with hands-on access to Breezing.
Employees from these organizations also joined our programs
Program overview
This program is built to teach crypto bookkeeping the way it actually works in practice. Instead of theoretical accounting, you'll follow the exact Breezing workflow for integrating crypto transactions into Xero and QuickBooks, from wallet sync to categorization to close.
You'll work through hands-on exercises covering the full crypto bookkeeping cycle, syncing wallets, adding automation rules, categorizing transactions, booking unrealized gain/loss and closing the books. You will also learn how to connect Breezing's MCP server to an AI agent to categorize, reconcile, and sync transactions.
The goal is simple: give you the skills to run your company’s or client's crypto bookkeeping in Xero or QuickBooks with the confidence of a Breezing Certified Advisor.
Self Paced
3 hours training
Access to Breezing for 6 months
Lifetime course access
What you will learn
Set up and connect Xero/QuickBooks to a crypto subledger and book real onchain transactions.
- Xero – Token View Chart of Accounts
- QuickBooks – Wallet View Chart of Accounts
- Pros and cons of token view vs. wallet view
Book and sync real onchain activity directly from Breezing into Xero/Quickbooks.
- Booking sends, receives, swaps & internal wallet transfers
- Batch syncing transactions
Build automation rules to categorize crypto transactions in bulk with conditions, actions, and priorities.
- Gas fees and realized gain/loss
- How rules group under Transaction, Assets, Accounting, Amounts, and Wallets
- How to peg stablecoins 1:1
Connect Breezing's MCP server to an AI agent like Claude to categorize, reconcile, and sync transactions.
- Connect Claude Cowork to your Breezing workspace with an API key
- Use natural language to quickly categorize, reconcile, and sync transactions
Understand how invoices and bills can be closed with and without a clearing account.
Who is this certification for?
Accountants transitioning into digital assets
You want the hands-on skills to confidently set up, book, and close crypto transactions in Xero or QuickBooks.
Accounting firms servicing digital assets clients
Get your team certified on one standard workflow so every crypto client is onboarded, categorized, and closed the same way, no matter who on the team handles it.
Bookkeepers already using Breezing
You're on the platform already, this certification proves it, so clients and employers can see it too.
Experienced subledger users exploring alternatives
You're comfortable working in a subledger, but you've just only used one so far. This gets you hands-on in Breezing so you can evaluate it properly, without committing to a subscription first.
Prerequisites
- A basic familiarity with cryptocurrencies like Ethereum
- A basic understanding of blockchain terminology (block explorers, L1/L2 blockchains, gas fees, cryptocurrency swaps, stablecoins) is recommended.
- A foundational understanding of accounting principles
- A computer with internet access to access Breezing and complete hands-on implementation
Why OCF Institute
Learn by doing, not just watching. Hands-on implementation, real practitioners at your fingertips, and a global community keeping you accountable, from day one to certification.
Hands-on Training
You're not just watching lessons, you're performing a live Breezing implementation as you go.
Assistance from Instructors
Real practitioners, not career educators. Have direct access to our instructors during the course, and long after you graduate.
Final Assessment
Pass the final assessment with a 70% mark to earn your certificate.
Curriculum Always Up to Date
The digital assets space moves fast and we keep the curriculum current so you're learning how the industry works today.
Meet your instructor
Umar Mallam Hassam
Founder at OCF Institute & Host at The Accountant Quits
Our students apply onchain finance in their day-to-day work
Frequently asked questions
What is the Breezing Certified Advisor?
A practical, hands-on program teaching you to implement Breezing with Xero and QuickBooks. You'll get direct access to the Breezing platform throughout the course so you're learning on the real tool, not just watching it.
Once you purchase, you'll receive an invitation email to set up your Breezing account.
Will I receive a certification upon completion of the course?
Yes. Complete all lessons and pass the final assessment with a score of 70% or higher to receive your Breezing Certified Advisor certificate.
Add it to your resume or LinkedIn to show clients and employers you're equipped to implement Breezing on real engagements.
How and when are classes held?
This is a self-study program. All lessons are pre-recorded and available online. Start whenever you like and move at your own pace; there are no live class times to work around.
The expected time to finish the course is approximately 3 hours, including assessments.
How do I enroll?
Pay by fiat or crypto and you'll get instant access to the platform.
Will I have the chance to interact with instructors?
Lessons are pre-recorded, but you're not on your own. Ask questions in the comments on any lesson, and the OCF Institute team will respond promptly.
Do you offer discounts for bulk purchases?
Yes. If you're upskilling a team at an accounting firm, an in-house finance team, etc., we offer a 20% discount for groups of 5 or more. This applies whether you pay in fiat or crypto.
Contact us at hello@theaccountantquits.com with your team size and we'll send over pricing and next steps.
