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
Cannabis Accounting
Specialized cannabis accounting services for licensed New York operators: monthly accounting, inventory and COGS records, reconciliation, and financial reporting.
View service Cannabis Accounting280E Tax Planning and Compliance
Specialized 280E accounting and cannabis tax support for licensed New York operators: inventory and COGS documentation, expense classification, and year-round tax planning.
View service 280E Tax Planning and ComplianceDispensary Accounting
Specialized dispensary accounting for New York cannabis retailers: monthly close, POS and cash reconciliation, inventory accounting, and financial reporting.
View service Dispensary AccountingCultivation Accounting
Cost accounting for cannabis growers: batch costing, capitalized production costs, yield analysis, and inventory reconciliation across the grow cycle.
View service Cultivation AccountingManufacturing Accounting
Process costing, yield tracking, and bill-of-materials accounting for extraction and infused product manufacturers operating under state licensure.
View service Manufacturing AccountingTax Preparation
Federal and state tax return preparation for licensed cannabis businesses, with inventory-driven cost of goods sold support and reconciled workpapers.
View service Tax PreparationFractional CFO Advisory
Fractional CFO services for licensed New York cannabis operators: budgeting, cash-flow forecasting, management reporting, KPI development, profitability analysis, and expansion modeling.
View service Fractional CFO AdvisorySeed-to-Sale Reconciliation
Reconciliation between the statewide seed-to-sale tracking system, inventory subledgers, and the general ledger for licensed New York cannabis operators.
View service Seed-to-Sale ReconciliationAudit Representation
Representation and document support for licensed cannabis businesses facing federal examination, state tax review, or regulatory inspection.
View service Audit RepresentationCannabis Bookkeeping
New York cannabis bookkeeping services for dispensaries, cultivators, and manufacturers: POS and bank reconciliation, inventory records, monthly close, and tax-ready books.
View service Cannabis BookkeepingFinancial Reporting
Monthly financial statements, KPI dashboards, and stakeholder reporting packages prepared for licensed cannabis operators. Our advisory work includes customized fractional CFO or controller support, setting up compliant banking paths, merchant processing documentation, and predictive cash flow financial modeling to protect operator margins.
View service Financial ReportingSales and Excise Tax Compliance
Strategic calculation, accrual, and filing support built around the complex New York 13% retail excise/local tax structure (9% state and 4% local), alongside dedicated accounting systems tracking the distributor potency-based taxes and the 9% wholesale tax framework.
View service Sales and Excise Tax CompliancePayroll Services
Payroll processing and departmental labor allocation for licensed cannabis operators, including production labor capitalization support.
View service Payroll ServicesEntity Structuring
Entity structure analysis for cannabis operators covering license holding, real estate, management arrangements, and multi-entity groups.
View service Entity StructuringCash Flow Planning
Cash forecasting, working capital analysis, and cash control design for licensed cannabis operators managing tax and inventory demands.
View service Cash Flow PlanningBusiness Advisory
Advisory support for licensed cannabis operators: expansion analysis, pricing review, internal controls, and operational financial planning.
View service Business AdvisoryHow 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.