Services

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Accounting and Advisory Services for Businesses That Want to Grow with Confidence

Modern, structured, audit-ready financial support for small businesses and startups.

Clean, accurate financials delivered consistently — so you always know where your business stands.

Includes:

• Chart of accounts setup
• Monthly or weekly bookkeeping
• Bank & credit card reconciliations
• A/P & A/R support
• Month-end close
• Monthly financial reporting
• Organized documentation and audit-ready records

Outcome: Peace of mind, accurate books, and clear financial visibility.

Precision accounting built on structure, accuracy, and reliability.

Includes:

• Our bookkeeping services (above)
• Historical cleanups and corrections (scope dependent)
• Inventory & COGS accounting
• Tax Preparation
• Audit Support

Outcome: A strong financial foundation that supports smarter decision-making.

Specialized accounting for one of the most regulated industries.

 Includes:

• Our accounting and compliance services (above)
• State and Federal compliant bookkeeping
• Cannabis-specific COGS allocation
• Inventory management controls
• METRC/POS reconciliation
• Audit support and documentation

Outcome: Compliance, clarity, and confidence in a high-risk industry.

Financial guidance and operational strategy for founders who want more than basic bookkeeping. 

Includes:

• Budgeting & forecasting
• Cash flow planning
• KPI reporting and dashboards
• Process and workflow improvements
• System integrations & SOP development
• One-on-one advisory sessions

Outcome: Clear direction, better decisions, and improved efficiency.