What Can We Help Your Business With?

Our professionals offer full support for your business’s accounting and advisory needs.  Here are just some of the CPA and financial accounting services our firm can help you with.

Bookkeeping & Financial Record Keeping

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.  All of our bookkeepers are QuickBooks Pro Advisor certified and based locally. 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.

Virtual 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.  Each Virtual CFO works as a valuable member of your team and is available onsite as needed.

Attestation and Review Services

We are leading the way in developing professional processes for performing MMFLA CPA attestation and review reporting. Following American Institute of Certified Public Accountants (AICPA) guidelines, our reports are structured to fully document all components and provide a formal, high-quality report presentation. We also offer monthly accounting review services, focusing on Section 280E compliance in addition to standard review and testing procedures.

Accounting System Setup

Accounting for cannabis businesses can be tricky!  For those who prefer to manage their own accounting system, we offer consulting, chart of accounts set up, and beginning schedules and templates to help ensure your business’s accounting starts with a solid foundation.  Accounting for cannabis operations require detailed accounts and cost allocations for cost of goods sold, 280E compliance, tracking assets and more. We can help your business start and stay on the right track!

Tax Preparation and Planning Services

We offer a full range of tax preparation services, including individual and corporate income tax, MMFLA 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.

Consulting Services

We can help your business prepare for and implement proper accounting systems, strong financial internal controls, cost accounting standards and processes, business and financial best practices, and more. We also offer formal financial projection preparations, payroll service management, start-up business advisory services, and consulting on industry-specific accounting issues.