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Where we ONLY service Cannabis Companies

Stay Compliant with Professional Monthly Services

CFO Services

Whether you are just starting or building your cannabis business, we can help you with:

  • Business Structuring
  • Securing Capital
  • Mergers & Acquisitions
  • Analysis
  • Due Diligence
  • Exit
  • Develop strategy to maximize sales price
  • Negotiation
  • Data Room
  • Management Meetings


We can provide expertise in areas such as:

  • Financials
  • Reporting Requirements
  • Financial Modeling
  • Cannabis Banking
  • Bookkeeping & Payroll Support
  • Administration
  • Running more efficiently
  • Key Performance Indicators
  • Inventory Management


We assist your business with your regulatory compliance efforts:

  • Seed to Sale Cannabis Tracking (i.e. Metrc)
  • End of Year Entity Tax Returns
  • 280-E Mitigation
  • Available Deductions
  • Rules regarding CBD Businesses
  • Monthly/Quarterly State & Local Sales Tax

4 Easy Steps to Success
The Process is Quite Simple

Cannabis Banking

1.) We talk about your business

Setup a Free Consultation

Our team is ready to learn about your cannabis business and see how we can help you take your business to the next level.

2.) We Meet w/ Your Team

We will schedule a time to meet with your team.

We will work together!

3.) Gathering Docs

We organize all necessary documents and receipts/expenses.

Documents will be secured in a perpetual data room and receipts will be scanned and uploaded into a secured drive.

4.) Relax!

Time to Relax!

Once we become your partner, you deserve time to meditate and envision your next moves. At this stage, we will be honored to be


Request a Free Consultation

Think we might be a good fit for your business?

Click Here to Schedule Your Free Client Consultation

The Association of Certified Commercial Cannabis Experts is the only international association for professional development and certification focused on commercial cannabis industry risk management best practices.