A focused conversation about your cannabis business finances—what’s working, what’s at risk, and what to fix next. Typically about 30 minutes.

No hard pitch; we’ll be direct about fit.

What to expect

We listen first: entity setup, how books run today, month-end pain points, and what you need for leadership, lenders, or your tax advisor. You’ll leave with clearer priorities and practical next steps.

Who we talk to

• Cannabis operators (retail, cultivation, manufacturing)
• Leaders who need clearer numbers for decisions or banking
• Accounting teams and firms supporting cannabis clients

Topics we often cover

• Month-end close rhythm and ownership
• Bank and reconciliation discipline
• Chart of accounts and cannabis cost structure
• 280E-aware categorization and documentation mindset
• Reporting needs vs. current outputs
• How CannaLedger may fit your workflow

CFOCannabis provides 280E-aware structure, documentation, and review workflows. Final tax positions are always determined with your qualified tax advisor.