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Outsourced CFO Services

There is tremendous power in having a full set of tools at your disposal in order to evaluate and track your business’ performance.  The following are a sample of tools we can provide that our clients with confidence and provides them with the information they need to be competitive:

  • Monthly/Quarterly Financial Statements
  • Budgeting & Variance Analysis
  • Key Performance Indicator Analysis and Interpretation
  • Financial Forecasting
  • Business Plan Creation
  • Development of Policies, Procedures & Handbooks
  • Compliance Audits


When you become a client you let us know what services are right for your organization and we can tailor our services around your vision.

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Advisory Services

Whether this is your first business endeavor or you are a seasoned business owner, running a canna-business has unique issues that may require you to seek outside expertise that you can learn and disseminate throughout your organization.  I am eager to answer the questions you have and help you become more effective and efficient at running your business.  I have a passion to share our knowledge with you.  My advisory service is able to help you at all stages of your canna-business development.  From business planning to operations, I focus on providing you with the knowledge you need to be compliant and successful in your endeavor. 



 280E Planning & Considerations

One of the most radical differences in federal tax reporting for canna-businesses revolves around IRS §280E.  Because of this section of the tax code, deductions for federal income tax purposes are much different than for non-cannabis businesses.  It is important that the impacts of this tax rule be understood early on in your business planning stage as it impacts many financial aspects of your business from profitability analysis to product costing.  I understand these restrictions and have a sound tax strategy in place to maximize allowable deductions, to generate and maintain the financial records you need to keep and to keep you confident.