FINANCIAL CLARITY. STRATEGIC GROWTH. TOTAL COMPLIANCE.
From cannabis compliance and 280E tax strategies to bookkeeping cleanup and growth planning for service businesses, we deliver expert financial clarity and proactive support that fits your business.
you could keep doing it yourself…
But that’s not what leaders do for long
YOU’VE WORN ALL THE HATS: CEO, BOOKKEEPER, COMPLIANCE WATCHDOG.
But as your business grows, the risks and complexity grow, too. Cannabis operators face unique challenges: 280E tax burdens, METRC compliance, audit risks that threaten licenses.
Meanwhile, service-based business owners wrestle with messy books, missed tax savings, and unpredictable cash flow.
It’s not your fault. You just need a financial partner who truly understands your world and helps you lead with clarity, not chaos.
Let’s be real...
This Isn’t Just Taxes or Bookkeeping.
It’s Peace of Mind.
Imagine knowing exactly where your money goes finally feeling like the CEO, not the one cleaning up the financial mess.
Whether you’re battling the 280E tax drain and audit risk in cannabis or trying to stop your non-cannabis business from bleeding cash, you don’t have to do this alone anymore.
Our clients come to us when they’re tired of guessing, last-minute tax prep, or asking, “Where did the money go?”
“Working with CAG gave me back...
control over my numbers and my time.”
– Felix M., Service-Based CFO
ACCOUNTING ALONE ISN’T ENOUGH.
YOU NEED STRATEGY, CLARITY, AND A PARTNER IN YOUR CORNER.
At CAG, we help founders break free from DIY finance mistakes: messy books, no tax planning, cash flow stress. Cannabis clients get specialized 280E tax strategies and seed-to-sale compliance support. Non-cannabis clients enjoy bookkeeping cleanups, KPI dashboards, and part-time CFO services.We treat your business like it’s our own because your license, your revenue, and your peace of mind are on the line.
Services Include:
​
CFO-Level Strategy & Financial Dashboards
Cannabis Compliance & 280E Tax Optimization
Bookkeeping Cleanup & Payroll Accuracy
Proactive Tax Planning & Audit Support
LET’S MAKE THIS EASY.
Here’s how we clean things up
and set you up to scale.
Whether you operate a dispensary, an agency, or multiple LLCs, we start by understanding your business and your biggest financial headaches.
Step #1.
Discovery
Deep Dive
Strategy call to understand your goals, challenges (compliance, tax bills, cash flow).
You’ll walk away with immediate clarity even if we don’t work together yet.
Step #2.
Clean Up &
Catch Up
Fast, thorough bookkeeping cleanup fixing transactions, categorizing expenses, payroll errors.
For Cannabis: deep 280E reviews and seed-to-sale compliance checks.
Step #3.
Optimize & Grow
Once clean, we move to proactive CFO support: tax liability reduction, smarter financial systems, dashboards, and strategy sessions guiding your growth.
No more late nights Googling tax laws. No more wondering where your money is.
Client Testimonial:
“CAG not only fixed my books but gave me the strategic insight I never had before.”
— Maya T., Cannabis Business Owner
