Financial Strategy

When Due Diligence Knocks, Preparation Beats Panic You’ve built your business from the ground up — customers love what you deliver, revenue is climbing, and finally an investor or buyer …

Your Practice Runs on Care — But Auditors Care About Numbers You went into healthcare to heal, not to reconcile ledgers. But when an audit letter from the IRS, CMS, …

Imagine this: A venture capital firm is reviewing your financials before wiring $20M into your Series C. Or the SEC’s audit team is parsing through your prospectus ahead of an …

Your company is generating $5 million in annual revenue — a milestone that signals you’ve moved beyond the startup phase. Growth is strong, but you’ve noticed that financial decisions sometimes …

You open the mailbox, and there it is — an official IRS envelope with your name on it. Your stomach tightens. Questions rush in.  What did I do wrong?  How …

Securing funding for a dispensary is not just about money—it’s about creating a solid financial foundation for growth in a competitive, highly regulated industry. Whether you’re opening your first shop …

The cannabis industry is booming, but it’s no secret that financial management in this space can be a nightmare. From strict regulations to tax hurdles like 280E, running a profitable …

Cannabis businesses are sprouting up rapidly, but navigating the financial landscape of this burgeoning industry is no walk in the park. From regulatory hurdles to cash flow constraints, entrepreneurs in …

Understanding Cannabis Tax Compliance Cannabis taxation is unlike any other industry due to its federal illegality and state-level legality. This creates a complex tax landscape where federal laws like IRS …

The cannabis industry is booming, but with that growth comes complex tax challenges. If you’re running or planning to start a cannabis business, understanding the intricate web of federal, state, …

Cannabis businesses operate in one of the most tightly regulated industries in the world. As legalization spreads, so do the compliance requirements, making audits a critical part of your operational …

Introduction to Cannabis Funding The cannabis industry is booming, with projections estimating its market size to surpass $100 billion globally within the next decade. Despite its immense potential, starting or …

As the 2023 tax season looms ahead, taxpayers must equip themselves with a comprehensive understanding of key tax forms that hold sway over their financial obligations. These forms serve as …

Wondering how fractional accounting helps manage cash flow? You’re certainly not alone! Managing cash flow is a crucial aspect of running a successful business. However, it can often feel like …

Does QuickBooks work with the cannabis industry? To some degree. However, equally important to note is that a cannabusiness operator should never depend solely on Quickbooks. The cannabis industry is …

Ever found yourself wondering, “How can I improve my bookkeeping?” You’re certainly not alone! Bookkeeping is a crucial aspect of managing finances for individuals and businesses alike. It involves the …

Compliance challenges in cannabis accounting have emerged as a significant concern in the rapidly growing cannabis industry. With the legalization of cannabis in some form in many states across the United States, …

Understanding the intricacies of tax regulations is crucial for cannabis companies operating in the United States. In particular, the 280E tax regulation poses significant challenges and complexities for these businesses. …

Fractional CFO vs. traditional CFO; which would be best for your business? In the ever-evolving landscape of business finance, the role of a Chief Financial Officer (CFO) has become increasingly …

Cost-effective accounting solutions for startups might seem obvious. But for those who are just getting started, finding the right solutions requires a bit more thoughtfulness as it’s imperative to their …

Fractional accounting for small businesses offers a range of benefits for these operations. It allows them to tap into the expertise of highly skilled financial professionals without the need for a full-time …