What's included

• Services Offered

  Comprehensive Financial Management: ->Chart of Accounts Development & Maintenance: Tailored for farming, products, retail, and chemical manufacturing. ->Financial Reporting: Accurate and timely financial statements and reports. ->Budget Development & Management: Creating and implementing budgets that align with your business goals. -Tax Planning and Compliance: ->Tax Code Section 280E Compliance: Expertise in managing COGS, retail, and deductible expenses to optimize tax obligations. ->State Marijuana Taxation Status: Keeping you informed and compliant with current regulations and local laws. -Inventory and Cash Management: ->Inventory Management: Ensuring efficient tracking and management of inventory to minimize losses and maximize profitability. ->Cash Controls & Rolling Forecasts: Implementing robust cash control systems and providing accurate cash flow forecasting. -System Integration and Setup: ->Financial Software Implementation: Proficient in QuickBooks Desktop/Online, Sage, MAS90, NAV, Intacct, Salesforce, Xero, and customized systems. ->System Integration: Streamlining your financial processes through effective system integrations. -Compliance and Regulatory Adherence: ->OCAL and CDFA Cultivation Regulations: Ensuring your business adheres to all California-specific cultivation and cannabis regulations. ->Detailed Record Maintenance: Keeping meticulous records to ensure compliance with all regulatory requirements. -Strategic Financial Planning: ->Process Improvement: Identifying and implementing strategies to enhance efficiency and profitability. ->Financial Institution Requests: Assisting with financial requests and audits from banks and other financial institutions.