Services
Cannabis Accounting, Tax and CFO Services in California
Every engagement starts with inventory. Once the books produce a defensible cost of goods sold, the tax position, the compliance filings and the management reporting all follow from the same set of numbers.
Core practice areas
280E Tax Compliance
Defensible cost-of-goods-sold positions, inventory capitalization and year-round planning under IRC Section 280E.
Read moreDispensary Accounting
Daily close, POS-to-ledger reconciliation, cash controls and margin reporting built for California retail and delivery.
Read moreCultivation Accounting
Cost-per-pound modeling, harvest costing and inventory capitalization for licensed California cultivators.
Read moreCannabis Tax Preparation
Federal and California returns for licensed operators, prepared from reconciled books with a documented tax position.
Read moreFractional CFO
Senior financial leadership on a fractional basis: forecasting, unit economics, capital readiness and board reporting.
Read moreMETRC Reconciliation
Track-and-trace to financial reconciliation that closes inventory variances before they become compliance findings.
Read moreAudit Representation
IRS and CDTFA examination representation for cannabis operators, from first notice through appeals.
Read moreManufacturing Accounting
Standard costing, yield and conversion tracking, and inventory capitalization for California Type 6, Type 7 and shared-use manufacturers.
Read more
Complete service list by discipline
Tax
- 280E Tax ComplianceDefensible cost-of-goods-sold positions, inventory capitalization and year-round planning under IRC Section 280E.
- Cannabis Tax PreparationFederal and California returns for licensed operators, prepared from reconciled books with a documented tax position.
- Audit RepresentationIRS and CDTFA examination representation for cannabis operators, from first notice through appeals.
Accounting
- Dispensary AccountingDaily close, POS-to-ledger reconciliation, cash controls and margin reporting built for California retail and delivery.
- Cultivation AccountingCost-per-pound modeling, harvest costing and inventory capitalization for licensed California cultivators.
- Cannabis BookkeepingMonthly close, cannabis-specific chart of accounts and clean books that a tax position can actually be built on.
- Manufacturing AccountingStandard costing, yield and conversion tracking, and inventory capitalization for California Type 6, Type 7 and shared-use manufacturers.
Compliance
- METRC ReconciliationTrack-and-trace to financial reconciliation that closes inventory variances before they become compliance findings.
- Sales & Excise Tax ComplianceCDTFA excise and sales tax filings, local cannabis business tax and a compliance calendar that never slips.
- Cannabis PayrollCompliant payroll processing with labor cost allocation that supports inventory capitalization.
Advisory
- Fractional CFOSenior financial leadership on a fractional basis: forecasting, unit economics, capital readiness and board reporting.
- Financial ReportingGAAP-aligned statements, investor reporting packages and KPI dashboards for licensed operators.
- Entity StructuringEntity selection and multi-company structure designed around 280E, licensing, liability and exit.
- Cash Flow PlanningThirteen-week cash forecasting, tax funding and working capital management for cash-intensive operators.
- Business AdvisoryExpansion analysis, licensing economics, transaction support and internal controls for scaling operators.
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.