Services
Fractional CFO services that give cannabis operators executive-level financial strategy without a full-time hire.
Our services include:
Our services include:
- Know exactly where your cash is going even in a cash-heavy business
- Financial reporting and oversight
- Informed decisions driving growth and profitability
- Planning and analysis
- Predict your tax exposure and cash needs before they become a problem
FRACTIONAL CFO SERVICES
Fractional CFO Services
Cannabis tax planning and compliance that legally lowers your 280E burden and keeps you audit-ready year-round.
- Specializes in cannabis accounting and tax compliance for growers, cultivators, dispensaries, extractors, processors, and manufacturers.
- Ensures full compliance with IRC 280E, IRC 471, and state sales/excise tax reporting requirements.
- Helps clients stay tax compliant and stress-free, so they can focus on growing their business.
TAX PLANNING & COMPLIANCE
tax planning & compliance
Cannabis bookkeeping and accounting that keeps your books clean, GAAP-compliant, and ready for any audit.
- Financial statement preparation
- Monthly cost accounting
- Data entry of revenue and expenses
- Month-end close process and general ledger reconciliations
- Cash/bank/credit card reconciliations
- Chart of accounts tailored to the cannabis industry
- Monthly bookkeeping and transactional recordkeeping
- We are also flexible in tailoring to your specific business accounting needs
ACCOUNTING & BOOKKEEPING
ACCOUNTING & BOOKKEEPING
IRC 280E and 471 compliance that maximizes your allowable COGS and protects every deduction the law allows.
- As of April 2026, state-licensed medical cannabis has been reclassified to Schedule III and is no longer subject to 280E; adult-use cannabis remains Schedule I. Even with that many states have legalized cannabis for medicinal and, in some cases, recreational use.
- Our team of cannabis accounting experts understands the complexities of IRC 280E and provides tailored strategies to navigate its intricacies, helping to minimize its tax impact and alleviate compliance stress.
- Specialize in applying this regulation to cannabis operations, ensuring your accounting and reporting systems align with federal tax law requirements.
IRC 280E & 471 COMPLIANCE
IRC 280E & 471 COMPLIANCE
Cannabis accounting systems built to track costs accurately from seed to sale and give you real-time financial visibility.
Our team will evaluate your current accounting systems to identify the most efficient methods for capturing transactions across general ledger, cost, inventory, and tax reporting. We’ll provide tailored recommendations to streamline your operations and simplify your processes. From configuring your system to implementing a proprietary chart of accounts customized for your cannabis business, we handle it all.
With our monthly or quarterly accounting services, we ensure your accounting and business systems are consistently maintained for long-term success.
ACCOUNTING SYSTEMS
ACCOUNTING SYSTEMS
Documented accounting policies and procedures that keep your cannabis business consistent, compliant, and audit-ready.
- Reviews current accounting practices, internal controls, and fraud risk to strengthen your business's financial position.
- Helps clients proactively guard against asset misappropriation, including cash/inventory theft and cyber threats.
- Implements cannabis-specific policies and internal controls to ensure compliance and protect assets.
POLICIES & PROCEDURES
POLICIES & PROCEDURES
A cannabis 280E risk assessment that pinpoints where you're overpaying tax or exposed in an audit before the IRS does.
- Identify 280E exposure
- Review charts of accounts
- Spot audit risks
- Deliver actionable fixes
Cannabis financial risk assessment
Risk assessment
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IN YOUR FREE ASSESSMENT, WE WILL:
- IDENTIFY TAX EXPOSURE RISKS
- REVIEW YOUR CURRENT STRUCTURE
- HIGHLIGHT IMMEDIATE SAVINGS OPPORTUNITIES
Thank You!