CFO On Call

Tap into CFO Expertise in the Cannabis Industry

We are a CPA firm with a heavy concentration in cannabis. We provide tax, audit, accounting, and business systems support to small- and medium-sized cannabis and CBD companies. We are based in California but service clients in 19 states and Washington, D.C. Our clients include indoor and outdoor growers, distributors, manufacturers, and retailers. Some sub-categories are beverage, pet products, CBD, and, of course, top-shelf flower. 

We are in a tough market. We help our clients get through it with top-notch reporting, strategic tax planning, and “always available” CFO services, ON CALL. We are here for counsel when you need us. 

Our CFO On Call service areas include the following.

CFO - On Call imagery of a glass globe, green tinted and an overlying magnifying glass examining a cannabis leaf and the globe. Service area topics are listed.

Financial Reporting

Financial reporting is highly specialized due to the legal and regulatory complexities surrounding the production, distribution, and sale of cannabis products.

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Cash Flow Management

Positive cash management is crucial to help you meet financial obligations and fund future operations.

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Team Building

Team building is essential to foster a collaborative and effective workforce that faces unique challenges due to regulatory and operational complexities.

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Growth Planning

Patience has to be added to industry expertise and proper capital as the key elements for successful growth.

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Budgeting

Creating and managing budgets that are compliant and align with the company’s strategic goals.

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Forecasting

Conducting comprehensive analysis considering factors like consumer demand, competition, regulatory changes, and trends.

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Organizational Management

Multifaceted and ever-evolving regulatory landscapes gain much from clear organizational management.

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Innovative Strategies

With a focus on innovation, a CFO can help you identify and seize opportunities while mitigating risks in many areas.

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Cost Accounting

Maintaining a proactive approach to compliance and cost management is crucial to your business’ success.

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Strategic Tax Planning

Managing tax liabilities, ensuring compliance with cannabis tax laws that can withstand potential audits, and more…

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Leadership Training

Vital for developing a team of capable and knowledgeable leaders who can navigate the unique challenges of this sector.

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Key Performance Indicators

Some KPIs are standard for the industry which helps compare your business against other operators.

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CFO Services

Why BTA Cannabis CPA Tax?

  • Subject Matter Expert sought nationwide
  • 30+ Years of CPA Experience
  • Cannabis-specific experience since 2018
  • Multi-state service area: 20 of the 24 legalized states (plus Washington, D.C.) as of 4/24/24

Tap the image to enlarge.

The striped overlay shows the 19 states (plus Washington D.C.) that BTA serves as of 11/12/23.

Map source: DISA’s Marijuana Legality by State showing legalization, medical use, and recreational use as of 10/31/23. https://disa.com/marijuana-legality-by-state