CFO Services Built for Cannabis Operators
Every service offered is designed specifically for the cannabis industry. No generic accounting — just deep, cannabis-native financial expertise across tax, compliance, capital, and operations.
Tax Strategy & 280E Compliance
Minimize your tax burden — legally.
IRC 280E is the single biggest financial challenge facing cannabis operators. Because cannabis remains federally illegal, businesses cannot deduct ordinary business expenses — resulting in effective tax rates of 60–90%. I specialize in structuring your business to maximize allowable deductions through cost of goods sold (COGS) optimization, entity structuring, and state-level tax planning.
Get StartedWhat's Included
- 280E cost allocation and COGS maximization
- Multi-entity structuring to separate plant-touching and ancillary operations
- State income tax planning across all licensed states
- IRS audit defense and representation
- Annual tax projections and quarterly estimated payments
Cash Flow Management
Keep your operation liquid through every cycle.
Cannabis businesses face unique cash flow challenges — limited banking access, high tax obligations, and unpredictable regulatory timelines. I build rolling 13-week cash flow models, identify working capital gaps before they become crises, and implement treasury strategies that keep your business running smoothly.
Get StartedWhat's Included
- 13-week rolling cash flow forecasting
- Working capital optimization and inventory financing
- Banking relationship management and alternative treasury solutions
- Accounts payable and receivable process design
- Cash reserve strategy and liquidity planning
Fundraising & Capital Advisory
Raise the right capital at the right terms.
Whether you're raising your first seed round or preparing for a Series B, I'll prepare your business to attract and close cannabis-friendly capital by building investor-grade financial models, manage due diligence processes, and advise on deal structure to protect your equity and long-term interests.
Get StartedWhat's Included
- Investor-grade financial model and projections
- Pitch deck financial narrative and data room preparation
- Debt vs. equity analysis and capital structure advisory
- Term sheet review and deal structure negotiation support
- Post-raise financial integration and reporting setup
Regulatory Compliance
Stay ahead of every rule change.
Cannabis regulations evolve constantly at both the state and federal level. My compliance network monitors regulatory changes across all states we serve, proactively updating your financial processes and reporting to ensure you're never caught off guard during a license renewal, audit, or inspection.
Get StartedWhat's Included
- State-specific financial reporting and seed-to-sale reconciliation
- License renewal financial documentation
- Regulatory change monitoring and impact analysis
- Internal controls design and documentation
- Pre-audit readiness assessments
Cannabis Bookkeeping
Audit-ready books, every single month.
Accurate, cannabis-specific bookkeeping is the foundation of every financial decision you make. I understand the nuances of cannabis accounting — from tracking inventory across multiple license types to reconciling POS systems with your general ledger.
Get StartedWhat's Included
- Monthly close and reconciliation
- POS system integration and reconciliation (Dutchie, Flowhub, BLAZE)
- Inventory cost accounting and COGS tracking
- Chart of accounts design optimized for 280E
- Payroll processing and benefits administration
Financial Reporting & KPIs
Board-ready insights, on demand.
Your investors, board, and lenders need clear, accurate financial reporting. I build custom reporting packages that go beyond standard financials — including cannabis-specific KPIs like revenue per square foot, cost per gram, and patient/customer acquisition cost.
Get StartedWhat's Included
- Monthly and quarterly financial statement packages
- Board and investor reporting decks
- Cannabis-specific KPI dashboards
- Variance analysis and management commentary
- Lender covenant compliance reporting
The Onboarding Process
Discovery Call
I review your current financial setup, pain points, and goals in a complimentary 30-minute session.
Financial Assessment
I conduct a deep-dive review of your books, tax filings, and business structure.
Custom Proposal
I deliver a tailored engagement plan with clear scope, timeline, and pricing.
Onboarding
Seamless transition of your financial operations to Higher Yield CFO with zero disruption to your business.
Ongoing Partnership
Monthly reporting, proactive advisory, and always-available support as your business grows.
Let's Talk About
Your Financials
Schedule a complimentary 30-minute consultation to review your current setup and identify immediate opportunities to reduce your tax burden and strengthen your financials.
Schedule Free ConsultationNo commitment required. Cannabis operators only.