Services
Cannabis Accounting and Tax Services
Fifteen service areas covering the accounting, tax, compliance, and advisory work that licensed operators rely on, from daily bookkeeping through examination support and fractional CFO engagements.
Service Areas
280E Tax Planning and Compliance
Section 280E planning, cost of goods sold methodology, and documentation support for licensed cannabis operators throughout Oklahoma.
Read moreDispensary Accounting
Retail cannabis accounting covering point-of-sale reconciliation, cash controls, inventory valuation, and monthly close for licensed dispensaries.
Read moreCultivation Accounting
Cost accounting for cannabis growers: batch costing, capitalized production costs, yield analysis, and inventory reconciliation across the grow cycle.
Read moreManufacturing Accounting
Cannabis manufacturing accounting for Oklahoma processors and product manufacturers, including inventory, WIP, product costing, COGS, payroll and financial reporting.
Read moreTax Preparation
Federal and state tax return preparation for licensed cannabis businesses, with inventory-driven cost of goods sold support and reconciled workpapers.
Read moreFractional CFO Advisory
Fractional and part-time CFO support for Oklahoma cannabis operators: cash forecasting, budgeting, margin analysis, KPI reporting and growth modeling.
Read moreInventory and Cost Accounting
Cannabis inventory and cost accounting for Oklahoma dispensaries, cultivators, manufacturers and cannabis businesses: inventory reconciliation, product costing, COGS support and financial reporting accuracy.
Read moreSeed-to-Sale Reconciliation
Reconciliation between seed-to-sale tracking data, point-of-sale reports, purchasing records and the general ledger so inventory, COGS and financial reporting agree.
Read moreAudit Representation
Representation and document support for licensed cannabis businesses facing federal examination, state tax review, or regulatory inspection.
Read moreCannabis Bookkeeping
Monthly bookkeeping built for licensed cannabis operators, including 280E-aware chart of accounts, reconciliations, and close packages.
Read moreFinancial Reporting
Monthly financial statements, KPI dashboards, and stakeholder reporting packages prepared for licensed cannabis operators.
Read moreSales and Excise Tax Compliance
Sales tax compliance and accounting support for Oklahoma cannabis businesses: POS reconciliation, tax liability review, dispensary tax accounting and reporting support.
Read morePayroll Services
Payroll accounting for Oklahoma dispensaries, cultivators and manufacturers: general ledger integration, payroll reconciliation and payroll tax reporting coordination.
Read moreEntity Structuring
Entity structure analysis for cannabis operators covering license holding, real estate, management arrangements, and multi-entity groups.
Read moreCash Flow Planning
Cash forecasting, working capital analysis, and liquidity planning for Oklahoma cannabis operators managing inventory, payroll, tax and expansion cash needs.
Read moreBusiness Advisory
Financial and business advisory for Oklahoma cannabis operators: profitability, margins, cash flow, budgeting, forecasting and growth planning.
Read moreMedical Marijuana Accounting
Accounting for licensed Oklahoma medical marijuana businesses: bookkeeping, inventory and COGS, seed-to-sale reconciliation, payroll, reporting, and tax preparation.
Read moreDispensary Bookkeeping
Specialized bookkeeping for Oklahoma cannabis dispensaries, including POS reconciliation, inventory, cash controls, COGS, monthly close and financial reporting.
Read moreHow Engagements Are Structured
Most relationships begin with recurring bookkeeping and close support, then add tax preparation, reconciliation, or advisory work as the operation grows. Scope and pricing are agreed in writing before work begins.
- Recurring monthly accounting with a defined close date
- Annual tax preparation built on reconciled records
- Project work for cleanup, systems, or controls
- Advisory engagements on a set cadence
Working With Existing Teams
Where an in-house bookkeeper or controller is already in place, we commonly handle review, reconciliation, inventory costing, and reporting while the internal team manages daily entry.
Discuss Your Operation With a Cannabis Accounting Specialist
Call to talk through your license types, current records, and reporting needs, or schedule a consultation at a time that works for your team.