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Cannabis Accounting

Your trusted partner in cannabis accounting services. We understand the unique challenges that the cannabis industry faces when it comes to financial management and compliance. That's why we're here to help you navigate the complex world of cannabis finance with ease.

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Accounting

Make accounting easy by taking complicated and turning it into clear, simple information that helps you make smart choices. Accounting Simplified.

Bookkeeping

Bookkeeping is the foundation, we take you from recording financial transactions to having audit-ready books. Never miss a number.

Consulting

Expert advice helping you improve your operations, efficiency, and overall performance for growth with you goals in mind. Partnering for success.

Taxes

Audit-ready bookkeeping allows for in-depth tax planning to reduce taxes and help make your tax returns bulletproof - We make taxes less taxing.

Safeguard Your Deductions®

Our specialized cannabis accounting services offer a tailored approach to safeguarding your deductions, ensuring compliance with industry regulations while optimizing your tax benefits. With a deep understanding of the unique financial landscape within the cannabis industry, we empower your business to maximize deductions while staying within legal boundaries, providing you with peace of mind and financial stability.

Accounting & Bookkeeping

With our expert team of accountants and financial advisors, we provide comprehensive accounting solutions tailored specifically to the needs of cannabis businesses. Whether you're a cultivator, dispensary owner, or involved in any other aspect of the cannabis industry, we have the knowledge and experience to help you keep your books in order.

Experience The Difference

Our services go beyond just basic bookkeeping. We offer a range of specialized services, including tax planning and preparation, financial analysis, cash flow management, and compliance assistance. We stay up-to-date with the latest regulations and industry trends, ensuring that you remain in full compliance with all financial reporting requirements.

At Keep The Books, we understand that every cannabis business is unique. That's why we take the time to listen to your specific needs and goals, tailoring our services to fit your individual requirements. We believe in building long-term relationships with our clients, providing ongoing support and guidance as your business grows and evolves.

When you choose Keep The Books as your cannabis accounting partner, you can expect professionalism, accuracy, and confidentiality. We prioritize the security of your financial information, using the latest technology and industry best practices to keep your data safe.

Consulting

Just as a skilled guide leads an adventurous traveler through uncharted terrain, our consulting services at Keep The Books are designed to be your compass on the journey to success. In a world full of challenges and opportunities, we step into the role of the guide, helping you navigate the complexities and uncertainties of your industry. From where you are now to where you envision yourself – a place of accomplishment, growth, and fulfillment – our strategic guidance transforms your path. By aligning your aspirations with actionable strategies, we empower you to overcome obstacles, make informed decisions, and achieve milestones that once seemed distant. Your success story is our motivation, and we are committed to crafting the narrative that takes you from uncertainty to triumph, with Keep The Books as your steadfast guide along the way.

With our guidance, cannabis businesses can confidently navigate the complex financial landscape, unlock opportunities, and cultivate a legacy of positive impact, all while driving innovation and positive change in the industry.

Taxes Made Simple

We assist in cannabis business accounting and compliance with federal and state regulations.

  • Entity selection
  • Tax planning that addresses IRS 280E
  • Individual and business tax returns (federal and state)
  • State and local sales and use tax consulting
  • IRS and state audit representation

Strategic Advisory

Elevate Your Business with Strategic Advisory: Our cannabis accounting firm's strategic advisory service is designed to propel your business forward in the rapidly evolving cannabis industry. With a keen eye on financial trends, regulations, and market dynamics, we provide comprehensive guidance to optimize your financial strategies. From budgeting and investment decisions to risk management and growth initiatives, our experts offer actionable insights that empower you to make informed choices, navigate challenges, and seize opportunities, ultimately driving your success in this dynamic marketplace.

Free Consultation

Don't let the complexities of cannabis accounting hold you back. Let us handle the numbers, so you can focus on what you do best – growing your business. Contact us today to schedule a consultation and discover how we can help you achieve financial success in the cannabis industry.

Free Strategy Session

Starter

Seedling

Limited Service

  • Cannabis accounting regulation and keeping the business owner informed of any changes that may impact the business
  • Weekly data entry/journal entries (recording, record keeping, processing receipts, payments and other financial transactions)
  • Monthly reconciliations (One bank account, A/P, A/R)
  • Bank account management (One bank account. Investigate discrepancies, monitor bank activities to identify irregularities, investigate transactions to prevent fraud)
  • Monthly, quarterly and annual close procedures
  • Preparation of financial statements
  • Prepare state and local tax reports (reconcile Metrc to accounting system)
  • Tax return preparation and planning
  • Payroll assistance
  • Dedicated accounting team and manager
  • Annual conference to review performance
  • Clean-up work priced separately
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Advanced

Growth

Most Popular

  • Manage financial compliance (provide necessary documentation and support to banks and regulators)
  • Implementation of Generally Accepted Accounting Principles (GAAP)
  • Implementation of accounting department standard operating procedures (Cash, Inventory, A/R, A/P)
  • Accounts payable management (Purchase invoice review, approval, processing and payments, managing the timing and flow of purchase and payments, negotiating payment terms, responding to vendors)
  • Accounts receivable management (Manage invoice processing, collections)
  • Document storage and management for easy document recall for banks, investors, regulators, business owners. Every transaction in QBO will have an invoice or receipt attached for expense verification.
  • COGS calculation and allocations in coordination with tax prep firm for income tax filings
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Professional

Harvest

Full Service

  • Cash management (Monitor and track cash receipts, form 8300s, cash payments, ensure proper cash controls are in place)
  • Expense management (Implement controls and pay employee expenses)
  • Fixed asset management (Manage capital expenditures, record the cost of tangible and intangible fixed assets, calculate and record depreciation/amortization, assessing and accounting for impairments, accounting for the disposal of fixed assets)
  • Financial statement review and analysis
  • Future cashflow forecast and analysis
  • Payroll analysis
  • Monthly budget to actual
  • Audit support (Manage the audit process. Prepare and provide financial documentation and support to regulators. This does not include federal tax audits that would be a separate engagement. See Section 2(b))
  • High-level review of tax returns to ensure financial data is properly reflected
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