Cannabis Accounting Services Built for Compliance, Clarity, and Growth
Specialized accounting, tax, payroll, and CFO services designed exclusively for cannabis dispensaries, cultivators, manufacturers, and multi-entity operators navigating complex regulations and IRC §280E.
Financial Services Designed for the Realities of the Cannabis Industry
Cannabis businesses operate under intense regulatory scrutiny, limited banking access, complex inventory rules, and elevated tax exposure. Generic accounting firms are not built to handle these challenges. Valley CFO provides cannabis-specific financial services that integrate accounting, tax, payroll, and strategic planning into a unified system built for compliance and long-term success.
Our services are designed to work together, giving cannabis operators reliable financials, proactive tax strategy, and executive-level insight at every stage of growth.
Monthly Accounting & Bookkeeping
Overview
Cannabis businesses require disciplined, accurate accounting to remain compliant and financially stable. Valley CFO provides monthly accounting and bookkeeping services tailored specifically to dispensaries, cultivators, manufacturers, and multi-entity cannabis operators.
We manage the day-to-day financial workload with a cannabis-specific lens, producing clean, reliable books that support tax planning, audits, investor review, and strategic decision-making. The result is financial clarity that protects margins and supports sustainable growth.
What This Includes
↬ Monthly bookkeeping and account reconciliations
↬ Inventory and cost accounting support
↬ Financial statement preparation
↬ Cash controls and compliance-ready reporting
Tax Preparation & Planning
Overview
Cannabis tax compliance requires specialized expertise due to IRC §280E, evolving state regulations, and elevated audit risk. Valley CFO provides proactive, defensible cannabis tax preparation and planning designed to minimize liability while maintaining full compliance.
We align tax strategy with your accounting systems and long-term goals, focusing on allowable COGS optimization, entity structure, and advanced planning strategies that support sustainable growth.
What This Includes
↬ Federal and state cannabis tax filings
↬ IRC §280E and COGS optimization
↬ Cost segregation strategy and coordination
↬ Multi-year tax forecasting and owner tax planning
Payroll
Overview
Payroll in the cannabis industry is complex, compliance-driven, and high-risk when mishandled. Valley CFO provides reliable cannabis-specific payroll services that ensure employees are paid accurately and on time while reducing administrative burden and exposure.
Payroll is fully integrated with your accounting and tax strategy, ensuring labor costs are properly classified and reflected in your financials as your business scales.
What This Includes
↬ Payroll processing and payroll tax filings
↬ Multi-entity and multi-state payroll support
↬ Cannabis labor compliance monitoring
↬ Owner compensation guidance
Business Consulting
Overview
Valley CFO’s business consulting services help cannabis operators make better financial decisions using accurate data and industry-specific insight. We support leadership teams with financial analysis and strategic guidance designed for a highly regulated, margin-constrained environment.
Our consulting services focus on improving cash flow, forecasting performance, and translating financial data into actionable insights that drive operational efficiency and growth.
What This Includes
↬ Cash flow and budget forecasting
↬ Margin and profitability analysis
↬ Financial strategy development
↬ Growth and operational planning support
Outsourced CFO
Overview
Outsourced CFO services are designed for cannabis businesses that need executive-level financial leadership—not just advice. This service goes beyond consulting by providing hands-on ownership of financial strategy and performance oversight without the cost of a full-time CFO.
Valley CFO actively manages forecasting, capital planning, and strategic decision-making while coordinating accounting, tax, payroll, and compliance into a single, cohesive financial strategy aligned with long-term goals.
What This Includes
↬ Executive-level financial leadership
↬ Strategic planning and capital allocation
↬ Budgeting, forecasting, and KPI oversight
↬ Investor, lender, and exit-readiness support
A Unified Financial Strategy—Not Disconnected Services
Cannabis accounting works best when every financial function is aligned. Valley CFO integrates bookkeeping, tax planning, payroll, and CFO-level strategy into a single system, ensuring consistency, compliance, and clarity across your entire operation.
This unified approach reduces risk, improves decision-making, and gives cannabis operators confidence that their financial foundation is built to support long-term success.
Ready for Cannabis Accounting Built Around Your Business
Whether you need disciplined bookkeeping, proactive tax planning, or executive-level financial leadership, Valley CFO delivers cannabis-specific expertise designed to protect margins and support growth in a highly regulated industry.