Accounting & Bookkeeping

Leave the accounting and bookkeeping to us so you can focus on growth.

  • Virtual bookkeeper.

  • Everything gets classified properly.

  • Updated books every week.

  • Weekly business shapshot.

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Outsourced CFO

Cost-effective CFO solutions for your business.

  • Financial reporting & cash flow forecasting.

  • Optimize cash.

  • Strategic tax planning.
  • Investor & banking relations.

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Strategic Tax Services

We specialize in cannabis taxes. And, with Section 280E, there’s too much risk to do it alone!

  • Income tax preparation.*

  • Income tax planning and consulting.

  • 280E mitigation.
  • Audit defense.

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Capital Advisory

Cannabis companies face challenges when finding capital for growth. We provide proven strategies for getting investors.

  • Pitch decks that win.
  • Comprehensive financial modeling.
  • Investor candidate vetting.
  • Deal structuring.

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Financial Statement Audits

Financial statement audits are complex. And being audited for the first time can be intimidating. We can help.

  • Full outsourced external audit coordination.
  • Technical accounting & reporting issues research.
  • Financial report drafting & processing.

  • De-stress the audit process.

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Start-Up Structuring

From legal entity selection to submitting a successful application, there’s a lot to think about. We’re in your corner.

  • Entity selection and optimization.
  • Compliance checklists.
  • Licensing application management.

  • Social equity application support.

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Our Value Proposition.

Rock-Solid Accounting

Through our proprietary onboarding process and 24/7 access to your data, you’ll always have the information you need to better manage your company.

World-Class Reporting

We provide the reporting tools to help you identify, manage and mitigate risks so that you’ll be more nimble to pivot when circumstances require.

Make a Difference

We put out fires so you don’t have to, which allows you to focus on your product and brand. It’s time to enjoy your passion for this industry again.

Improved Cash Flow

We use cash forecasting and capital needs templates to foster deep-dive analytics for effective decision making to improve cash flow.

Lower Taxes

Through annual tax planning reviews and GAAP-compliant cost accounting records, you’ll pay only the taxes you legally owe and not a penny more!

Peace of Mind

You’ll sleep better at night knowing you’re always in compliance. Plus, you get access to a full network of cannabis accountants, lawyers and industry professionals.