What special training do you have?
In addition to the cost accounting, internal control and accounting continuing professional education (“CPE”) I’ve attained in my career, I completed the DOPE CFO Accounting for Cannabis program, and regularly attend educational, networking and industry events in addition to a number of cannabis and hemp conferences. As a CPA, I’m required to obtain 120 hours of CPE every three years. Additionally, our network includes over 100 cannabis trained accountants, CFO’s, CPA’s, EA’s, bookkeepers and attorneys. You can rest assured that if I don’t know the answer to a question, I know someone who does!
Are your services expensive?
When you consider the substantial value that a professional cannabis finance and accounting professional brings to bear, our fees are very reasonable. Our goal is to identify areas for you to make make more profits, pay only the appropriate amount of taxes, and sleep comfortably at night knowing your books and records are in order and audit ready. We provide virtual controller/part-time CFO services at a fraction of the cost of an internal hire. Our skills include not only accounting & finance but operations, administration and compliance.
How are your services priced?
Most of our services are provided at a flat monthly fee based on deliverables, the complexity of your operations and the value we add. Other services such as financial statement audit coordination, business/cash flow modeling or financial updates are provided on a per hour basis. We’re always happy to discuss what solution(s) work best for your business.
I want to hire you. My business partners are reluctant. Can you convince them?
Probably not. In our experience, if there is more than one decision maker everyone should be on-board with bringing a firm like us in before the initial call. That way, we’re able to address any concerns they have from the start.
Who are your clients?
We currently have dispensary, processing and cultivation clients. Under professional standards, we are unable to share client names or information unless a client has given us authorization to do so. We take very seriously our professional obligations to keep the private information of all our clients private.
Are you our employee or a contractor?
We are a cannabis accounting and finance firm that clients contract with to provide virtual controller/part-time CFO services. As with any other professional services firm we report to the executive team, provide deliverables, and offer advice. We consider ourselves to be part of your team, but we work independently.
After we sign on, what should we expect?
Our typical client onboarding process is simple and straight-forward. We take the guess work out of it. Learn more about our client service process here.