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SERVICES

THE RIGHT ACCOUNTANT FOR THIS INDUSTRY MUST: 

 

  1. Have a strong understanding of the various entity types within the industry and their specific needs and how to best set them up to maximize deductions and keep them compliant

  2. Be fully versed in cost and accrual accounting (a requirement to effectively maximize cost of goods sold)

  3. Have the right tools to do proper bookkeeping and reporting to both the IRS and the state

  4. Have an understanding of how to prepare correct monthly reports so you are always
    AUDIT, LENDER, and INVESTOR ready

  5. Have a thorough understanding of IRS code 280E, 471, and applicable court cases!


 

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Organizational Consulting:

SERVICES OFFERED

Business Tax Compliance:

  • Entity Structure

  • Organizational Structure

  • Vertical Integration

Accounting:

  • Bookkeeping consistent with GAAP

  • Internal Controls

  • Cost Accounting to maximize COGS

  • Inventory Reconciliation

  • Monthly financial statements

  • Section 280E

  • Local, city, state sales and excise tax

  • Business personal property tax

  • Payroll tax

  • Federal and state income tax

  • Tax agency audits

  • Tax credits

  • Franchise tax

  • Year end 1099s - Misc,Interest,Dividends

  • FinCEN filings for cash over 10k

Businesses Served: 

  • Cultivators/Producers/Growers: Cannabis/Hemp/Psilocybin

  • Manufacturers/Processors: Cannabis/Hemp/CBD/Psilocybin

  • Retail/Dispensaries: Cannabis/CBD/Psilocybin

  • Testing Labs

  • Ancillary Commerce

  • Distributors

WHAT WE VALUE

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1. Accountability: We actively address challenges, embrace self-awareness, and value diverse perspectives, seeking clients who appreciate transparent and adaptive service.

 

2. Authenticity: We're not just accountants; we're your dedicated team members, offering transparent communication and unwavering commitment to clients who value a personal connection and regular communication. 

 

3. Balance: We prioritize work-life equilibrium, offering a supportive environment where clients and team members enjoy well-being, appealing to those who share our value of balance.

 

4. Integrity: Our foundation is honesty and ethical service, seeking clients who appreciate moral principles and effective, values-aligned solutions.

 

5. Teamwork: We believe in mutual trust and collaboration, influencing the entire company, and we're looking for clients who appreciate supportive teamwork.

 

6. Educate: We empower clients with education, fostering continuous learning for better decision-making, suiting those who value insights and self-improvement.

 

These values reflect our commitment to clients who share our vision and principles. If you resonate with these values, we'd love to partner with you for mutual success.

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