Ongoing Financial Support

  • Ongoing oversight of bookkeeping and financial records to ensure accuracy and consistency
  • Monthly financial reporting and review to support operational clarity
  • Coordination with internal staff or third-party bookkeepers as needed

Financial Leadership & Advisory Support

  • Experienced financial guidance to support informed business decisions
  • Review and interpretation of financial results to identify risks and opportunities
  • Ongoing advisory support tailored to the realities of the cannabis industry

Tax Coordination & Strategic Planning

  • Coordination of tax preparation and filing through trusted third-party providers
  • Proactive tax planning to address industry-specific considerations
  • Ongoing tax oversight to support compliance and cash-flow awareness

Capital Advisory & Financial Storytelling

  • Preparation of financial materials to support capital discussions
  • Assistance with investor presentations, financial narratives, and pitch decks
  • Guidance on presenting financial information clearly and credibly to stakeholders

Business Formation & Structural Planning

  • Guidance on entity formation and early-stage financial structuring
  • Consideration of tax, regulatory, and operational factors at launch
  • Coordination with legal and other professional advisors during setup