Services
Cannabis Accounting and Tax Services
Fifteen service areas covering the accounting, tax, compliance, and advisory work that licensed operators rely on, from daily bookkeeping through examination support and fractional CFO engagements.
Service Areas
280E Tax Planning and Compliance
Section 280E planning, cost of goods sold methodology, and documentation support for licensed cannabis operators throughout New York.
Read moreDispensary Accounting
Retail cannabis accounting covering point-of-sale reconciliation, cash controls, inventory valuation, and monthly close for licensed dispensaries.
Read moreCultivation Accounting
Cost accounting for cannabis growers: batch costing, capitalized production costs, yield analysis, and inventory reconciliation across the grow cycle.
Read moreManufacturing Accounting
Process costing, yield tracking, and bill-of-materials accounting for extraction and infused product manufacturers operating under state licensure.
Read moreTax Preparation
Federal and state tax return preparation for licensed cannabis businesses, with inventory-driven cost of goods sold support and reconciled workpapers.
Read moreFractional CFO Advisory
Part-time CFO support for licensed cannabis operators: forecasting, capital planning, KPI reporting, and board-ready financial packages.
Read moreSeed-to-Sale Reconciliation
Reconciliation between the statewide seed-to-sale tracking system, inventory subledgers, and the general ledger for licensed New York cannabis operators.
Read moreAudit Representation
Representation and document support for licensed cannabis businesses facing federal examination, state tax review, or regulatory inspection.
Read moreCannabis Bookkeeping
Monthly bookkeeping built for licensed cannabis operators, including 280E-aware chart of accounts, reconciliations, and close packages.
Read moreFinancial Reporting
Monthly financial statements, KPI dashboards, and stakeholder reporting packages prepared for licensed cannabis operators.
Read moreSales and Excise Tax Compliance
Sales and excise tax calculation, accrual, filing support, and reconciliation for licensed cannabis retailers operating in New York.
Read morePayroll Services
Payroll processing and departmental labor allocation for licensed cannabis operators, including production labor capitalization support.
Read moreEntity Structuring
Entity structure analysis for cannabis operators covering license holding, real estate, management arrangements, and multi-entity groups.
Read moreCash Flow Planning
Cash forecasting, working capital analysis, and cash control design for licensed cannabis operators managing tax and inventory demands.
Read moreBusiness Advisory
Advisory support for licensed cannabis operators: expansion analysis, pricing review, internal controls, and operational financial planning.
Read moreHow Engagements Are Structured
Most relationships begin with recurring bookkeeping and close support, then add tax preparation, reconciliation, or advisory work as the operation grows. Scope and pricing are agreed in writing before work begins.
- Recurring monthly accounting with a defined close date
- Annual tax preparation built on reconciled records
- Project work for cleanup, systems, or controls
- Advisory engagements on a set cadence
Working With Existing Teams
Where an in-house bookkeeper or controller is already in place, we commonly handle review, reconciliation, inventory costing, and reporting while the internal team manages daily entry.
Discuss Your Operation With a Cannabis Accounting Specialist
Call to talk through your license types, current records, and reporting needs, or schedule a consultation at a time that works for your team.