Seedling
For pre-revenue, newly licensed and ancillary businesses.
from$3,000/mo
- Monthly bookkeeping & close
- Bank & cash reconciliations
- Sales & cannabis tax filings
- Monthly P&L and balance sheet
- Quarterly check-in
Pricing
Simple pricing for a complicated industry.
Flat monthly retainers, clear one-time offers and no surprise invoices. Every engagement starts with a free Schedule III Split Check.
Monthly retainers
Pick your stage.
Grow
For single-license operators.
from$7,000/mo
- Everything in Seedling, plus:
- Inventory & COGS accounting (471/263A)
- 280E / Schedule III cost allocation
- Payroll
- Cash-control setup
- Monthly CFO review call
- Annual business tax return
Top Shelf
For vertically integrated, dual-license & multi-entity/multi-state operators.
From$13,000/mo
- Everything in Grow, plus fractional CFO:
- 13-week cash flow
- Budgets & forecasts
- Entity / intercompany structure
- Lender, investor & banking reporting
- KPI dashboard
- Board-ready financials
One-time
Reviews, cleanups & launch packages.
Need a specific problem solved without a retainer? Start here.
Schedule III Split Check
Free
A 20-minute call plus a quick look at your current allocation. The easiest way to find out where you stand.
Book my free Split Check280E & Schedule III Allocation Review
$5,000
A one-time deep dive on your cost allocation and COGS, with written findings you can act on.
Request a reviewBooks Cleanup / Catch-up
From $10,000
Behind or messy books rebuilt to a clean starting line. Scoped after a look at your records.
Get a cleanup quoteLicense-Ready Financial Package
$6,000
Projections, startup budget and financial documents for license applications and lenders.
Start your packagePricing FAQ
Money questions, answered.
Why flat monthly pricing instead of hourly?
Because you shouldn't have to think twice before sending us a question. A flat retainer means predictable costs for you and no meter running every time you call.
What does “from $13,000” mean for Top Shelf?
Top Shelf is scoped to the number of licenses, entities and states you run and how much CFO support you need. $13,000/mo is the starting point. We'll give you a fixed quote before you sign anything.
Is the annual tax return included?
The annual business tax return is included in Grow and Top Shelf. Seedling includes monthly sales and cannabis tax filings; an annual return can be added.
My books are behind. Can I start on a retainer right away?
Usually we start with a cleanup or catch-up so the monthly retainer begins from clean numbers. Cleanups start from $10,000 and are scoped after we see your records.
Is there a long-term contract?
Engagement terms, including notice to cancel, are spelled out in plain English in your engagement letter before you sign. Ask us about them on your Split Check.
Will the Allocation Review guarantee me a refund or lower tax?
No. Nobody honest can promise that before doing the work. The review tells you how your current allocation and COGS method look, where the risks are and where there may be opportunities, in writing, so you and your advisors can decide what to do.
Let's split it right.
Twenty minutes, no cost, no pressure. Tell us how you're licensed and how your costs are allocated today, and we'll tell you what we'd look at first.