About the firm

A California CPA Practice Built Only for Cannabis

Cannabis operators live under a tax code written to penalize them and a track-and-trace system that treats every gram as an auditable record. We built this practice around those two facts.

Two advisors reviewing cannabis financial documents together in a dark advisory office overlooking a city at dusk
Advisory work, not posed portraits — most of the value is in the review, not the meeting.

How we practice

  • Inventory is the whole game

    Under IRC 280E, cost of goods sold is the only deduction a plant-touching business reliably keeps. We build a costing system first — absorption rates, production orders, landed cost — because every downstream number depends on it.

  • Books that survive an examination

    We maintain documentation as if an IRS examiner will read it, because increasingly one does. Allocations are written down, methods stay consistent period over period, and METRC ties to the general ledger every month.

  • Specialists, not generalists

    We do not take non-cannabis engagements as filler. The regulatory surface — DCC, CDTFA, FTB, IRS — changes often enough that part-time attention produces expensive mistakes.

  • Operator-usable reporting

    Financial statements matter, but so do gross margin by SKU, yield per square foot and cash conversion. We deliver reporting a management team actually runs the business on.

What an engagement looks like

Most relationships begin with a diagnostic: we review your chart of accounts, your last two filed returns, your METRC data and your current inventory method. That review usually surfaces a specific, quantifiable problem — costs expensed that belonged in inventory, excise tax booked as revenue, or intercompany transfers priced without support.

From there we scope ongoing work: monthly close and reconciliation, quarterly tax planning and estimates, annual returns, and where useful a fractional CFO cadence for budgeting, lender packages and license transactions. Every operator gets the same standard of documentation regardless of size.

We serve operators across California — Serving licensed cannabis operators across California — Los Angeles, San Francisco, San Diego, Sacramento, Oakland, San Jose, Long Beach, Santa Rosa, Humboldt County and the Central Valley. — and work remotely with secure document exchange for clients statewide.

Schedule a consultation

Consultation

Speak with a California cannabis CPA

Bring your license types, current books and open deadlines. We will tell you what needs to happen first and in what order.