Cannabis Industry Financial Advisor by Stephanie ThomasCannabis Industry Financial Advisor by Stephanie Thomas
Cannabis Industry Financial Advisor Stephanie Thomas
Cover image for Cannabis Industry Financial Advisor
I offer comprehensive financial advisory services tailored specifically for cannabis businesses in California, ensuring compliance, efficiency, and profitability. With over 17 years of experience and in-depth knowledge of cannabis regulations, I provide customized solutions to meet your unique business needs. My proven track record in financial management and strategic planning sets me apart in the industry.

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.
Starting at$85 /hr
Tags
8x8
Canva
Microsoft Excel
Quickbooks
Slack
Business Consultant
Financial Consultant
Financial Advisor
Service provided by
Stephanie Thomas Sacramento, USA
Cannabis Industry Financial Advisor Stephanie Thomas
Starting at$85 /hr
Tags
8x8
Canva
Microsoft Excel
Quickbooks
Slack
Business Consultant
Financial Consultant
Financial Advisor
Cover image for Cannabis Industry Financial Advisor
I offer comprehensive financial advisory services tailored specifically for cannabis businesses in California, ensuring compliance, efficiency, and profitability. With over 17 years of experience and in-depth knowledge of cannabis regulations, I provide customized solutions to meet your unique business needs. My proven track record in financial management and strategic planning sets me apart in the industry.

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.
$85 /hr