How We Can Help

We’re not just like most accounting firms doing accounting and bookkeeping. We look at the business as a whole to make sure we’ve kicked every tire, and turned over every rock. If you’re not as financially successful as you want to be, we’ll help you get there. From entity structure, tax planning, to accounting/bookkeeping, budgeting, and profit analysis, we’ll help you extract the maximum amount of value of of your business. We are your cannabis financial experts.

Accounting

  • Setup in CannaLedger
    • No more spreadsheets
    • no more QuickBooks
  • Clean Up current Books
  • Monthly Accounting
  • Timely and accurate closing
  • Executive Reporting
  • 280E Accounting Awareness

CFO Services

Rather than just accounting complexity, this involves high end value creation. Something that even more so than the other services creates value for the client allowing them to increase sales or margins, reduce expenses, while not incurring expense of a full time CFO.

  • KPI Monitoring and Adjustment
  • Investor/Banking Liason
  • In depth review of Financials
  • Develop accopunting procedures and protocol
  • Gross profit evaluation
  • Pro forma projections and Business Decks
  • Business exit planning and strategy

Taxes and Planning

Presenting a written tax plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.

  • Review of Business Structure
  • Preparation of Annual Business Return
  • Quarterly Strategy Session
  • Quarterly Tax Returns
  • Comprehensive Tax Plan
  • Save thousands in Taxes
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