About Me
Big 4 alum and corporate finance executive (including S&P 500 companies) with over 20 years in finance, M&A, F,P&A, due diligence and accounting, focused into the cannabis space. Delivering cannabis companies with a world class finance function including financial reporting, bookkeeping, internal control implementation and tightening, tax & compliance and CFO services.
More specifically, here are the latest areas we are focused on:
* Rescheduling and how to optimize your business in light of recent legal changes
* Cannabis specific software implementation (Dutchie, Xero, etc.) and optimizing the use of data
* Seed-to-sale reporting (BioTrack) and best practices
* Accurate bookeeping and usable financial reporting, putting your Company in an SEC-ready position when the time comes
* Sharing best practices from the latest approaches cannabis companies are taking in all aspects of your business (full scale reviews)
* Implementation and testing of internal controls to ensure risks are mitigated
* Tax solutions to maximize your bottom line, including anticipating state legislation changes to put your business ahead of the curve
* State and (eventually) federal compliance supported by years of experience in strong internal control environments and using internal auditing best practices to provide client peace of mind
* CFO services including: entity structure, access to capital markets, bridge financing, cash flow strategies, developing a world class control environment, insurance and risk management recommendations, deployment of capital, hiring decisions, strategic planning, budgeting & KPI implementation and M&A due diligence.
* Marketing and branding ideas that are aligned with a top-notch finance and admin organization
Our mission is to allow our clients to EXHALE and leave the day-to-day number crunching and all that comes with it to us, with an emphasis on adding VALUE through continuous improvement in the operations of your businesses.
If this sounds like something that could benefit your business, feel free to direct message us to book a consultation today!
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