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Grow your business with us, our team works with owners and executives to set up their accounting backoffice, organization structures, prepare financials and tax returns

 

As Cannabis businesses have unique challenges with Federal regulations such as 280E, partnering with the right business advisor to find the optimal solutions is key. 

Right from the start Cannabis owners and executives need to think about the right business structure. Keeping business lines that are non-plant touching as separate companies will help limit the 280E burden, setting up your books to maximize COGS by employing a 471(c) strategy is a must. 

Position your company for growth by setting up processes that can easily scale up. Accounting can be difficult, but it does not have to be messy. Find a Controller/CFO/CPA that understand all aspects of the accounting process. 

  • Order to Cash
  • Procure to Pay
  • Hire to Retire
  • Record to Report
 
These are processes that encompass all the business leading to complete books and records.
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Our Approach

  • We are a firm of highly experienced individuals with years of business, accounting, and tax experience. We work hands on with our clients to come up with solutions to specific problems, such as how to maximize COGS to minimize federal income tax or developing a go to market strategy.
 
  • We work with clients within all verticals (wholesale and retail) and at every stage in the business life cycle. Our clients operate in multiple states and develop some well-established brands.
 
  • Serving only the cannabis industry has allowed us to define ourselves as subject matter experts in accounting, finance and tax matter in the industry. 
 
  • Wielding a wealth of Corporate experience to guide small business owners through GAAP requirements and tax regulations. We are the one-stop solution you are looking for. Our firm helps to design accounting departments, the general ledger structure, month-end closing process, and financial reports. 
 
  • Our goal is always to help save you money from paying less taxes (i.e. take a 471(c) strategy), or make you money (i.e. claim the ERC).  

Values we live by

1

Our Philosophy

To grow within the Cannabis industry and to be a complete finance solution. Whether you are looking for CFO/Controllership services or need help with a specific business problem, we deliver solutions.

2

Our Focus

We are a finance & accounting firm serving the Cannabis industry, and ancillary companies in the US, Mexico & Canada. We operate on the mastery of finance, accounting, and taxation needs for the Cannabis entrepreneur.

Our team of experts

Robert has over twenty years of experience working in Finance, Accounting, Tax, Audit. He works directly with business owners and executives to manage their business, complete M&A deals, and other advisory assistance.

Robert worked for over 8 years as a Deloitte auditor, reviewing the books and records for large to medium size corporations and providing advice to C-suite level executives over the business finances. He has held roles within large corporation managing accounting shops, designing policies and procedures and serving as the internal advisor to executives.

Robert Rivas, CPA

ROLES

  • Business advisor to executive and business owners
  • Controller in large and small businesses
  • Tax preparer
  • Prior Deloitte Auditor

EDUCATION

California State University, Fullerton  

M.B.A., Concentration in Finance 

B.A., concentration in Accounting  

PROFESSIONAL CERTIFICATION

State of California Certified Public Accountant (CPA) #101825 

Nona worked for 27 years as an auditor and criminal investigator for the California Franchise Tax Board, including 7 years on a specialized IRS Task Force.  She has extensive experience in complex personal, partnership and corporate audits, state and local taxation, as well as sales tax issues. 

Nona has a deep understanding of the taxing authorities and can use her background and expertise to help her clients.

Nona R

ROLES

State tax auditor

Tax preparer

EDUCATION

California State University, Fullerton  

B.A., concentration in Accounting

PROFESSIONAL CERTIFICATION

Certified Fraud Specialist

Liliana has over ten years of experience working in accounting as a bookkeeper and staff accountant for large corporations. She is experienced in maintaining the company books in Quickbooks, Zero, and other mid-tier accounting systems.

Liliana works directly with management to help streamline the bookkeeping process.

 

Liliana Galvez

ROLES

  • Accounting month-end close management
  • AR and AP management
  • Reconciliation of bank and cash
  • Design and implementation of accounting controls

EDUCATION

California State University, Dominguez Hills  

B.S., concentration in Accounting  

Raul is a results-driven professional with over 20 years of experience in the business world serving in roles as a Controller, manager, analyst, and auditor. 

Raul has managed for large for-profit corporation accounting shops, creating strong internal controls, timely and accurate reporting. He has extensive experience with SEC reporting as well as dealing with auditors and external regulators.

Raul Camacho

ROLES

  • Controller
  • Director of Accounting
  • Senior Manager
  • Auditor

EDUCATION

University of Southern California, Los Angeles

B.S. in Accounting and Business administration