"Professional. Consistent. Prompt."

CFO ​Services

Offered for commercial businesses who seek to have an in-depth approach to accounting and strategic financial needs, our virtual CFO services connect your business to an experienced chief financial officer or financial controller who can help your business manage forecasts, budgeting, cost accounting, planning for future growth and expansion, and more. 

Cannabis Accounting

Tax Preparation

We offer a full range of tax preparation services, including individual and corporate income tax, state excise tax, and sales tax. We also offer to consult on IRS Section 280E, strategies to effectively minimize exposure and comply with the related tax matters, and approaches for proper accounting and tax record keeping for cultivation, processing, and retail cost of goods sold.

Bookkeeping ​Services

We offer full bookkeeping and record-keeping services for your business’s financial transactions following GAAP based accounting compliance. Services are provided timely, along with fully customized support, monthly reports, and a dedicated accounting manager for guidance and business needs as they arise.  Have the confidence that your business’s accounting and financial records are compliant and consistently up-to-date, following true accounting principles and business best practices.

More ​Money

The goal with every client is to add 3-5% of revenue to the CEO, via many ways this could be through our strategic tax planning, unique budgeting, lean methods, improved cash forecasting, compliance and so forth.

Perpetual Data Room

All your documents, such as financial, accounting, tax, banking, legal insurance documents,, etc. will be on your cloud organized and available all the time/ any time! This will create huge value when your company interacts with investors, lenders, state auditors, IRS, and for exits.

What Can We Help Your Business With?

We specialize in accounting services for commercial cannabis
businesses and caregiver operations, in all states where cannabis is legal. We
are thorough, ethical, and detailed in our application of accounting and
business best practices – your business will be in the best of hands when you
work with us. Here are just some of the things we can help you with:

We are your one stop shop for all of your CFO, bookkeeping, accounting, HR, tax planning, tax preparation and so much more.

What are you waiting for? Schedule your consultation TODAY.

Lower Taxes for Cannabis Entities

The goal with every client is to add 3-5% of revenue to the CEO, via many ways this could be through our strategic tax planning, unique budgeting, lean methods, improved cash forecasting, compliance and so forth.