Pick the plan that fits your operation today. Every engagement starts with a free consultation — no pressure, no commitment.
Flat monthly rates. No hourly billing, no surprise invoices. Pick the level that matches where your operation is today.
All engagements start with a free consultation. Book yours →
| Feature | Foundation $1.5–2.5K/mo |
Growth $2.5–4K/mo |
Operator / MSO $4–7.5K+/mo |
|---|---|---|---|
| Bookkeeping & Close | |||
| Monthly bookkeeping & close | ✓ | ✓ | ✓ |
| Bank reconciliation | ✓ | ✓ | ✓ |
| POS transaction import (Dutchie, Square, Treez) | ✓ | ✓ | ✓ |
| Payroll journal entries (ADP, Paychex, Gusto) | ✓ | ✓ | ✓ |
| Monthly P&L & balance sheet reports | ✓ | ✓ | ✓ |
| Reports delivered by the 10th | ✓ | ✓ | ✓ |
| Monthly close + review call | — | ✓ | ✓ |
| 280E Compliance | |||
| 280E transaction tracking & tagging | ✓ | ✓ | ✓ |
| Full 280E COGS allocation strategy | — | ✓ | ✓ |
| Audit-ready 280E workpapers | — | ✓ | ✓ |
| Multi-entity blended 280E disallowance | — | — | ✓ |
| Tax Filing & Compliance | |||
| State cannabis excise tax tracking & filing | — | ✓ | ✓ |
| Federal estimated tax schedule | — | ✓ | ✓ |
| Year-end tax package (9 documents) | — | ✓ | ✓ |
| Multi-state per-location tax compliance | — | — | ✓ |
| MSO & Multi-Entity | |||
| Multi-entity bookkeeping | — | — | ✓ |
| Consolidated financial reporting | — | — | ✓ |
| Intercompany eliminations | — | — | ✓ |
| KPI dashboard & performance tracking | — | — | ✓ |
| Cash flow & margin reporting | — | — | ✓ |
| Portal & Support | |||
| Client portal access | ✓ | ✓ | ✓ |
| Document vault & tax packet delivery | ✓ | ✓ | ✓ |
| Dedicated accountant — direct access | — | — | ✓ |
IRS §280E disallows nearly all standard business deductions for cannabis companies. Without proper COGS structuring, your effective tax rate can exceed 70%.
COGS is the one deduction 280E allows. Proper structuring of your chart of accounts and cost allocation can save $40K–$120K per year at a single location.
17 states have decoupled from federal 280E. In those states, your state return can claim full business expense deductions — a strategy most generalist accountants miss.
Every allocation decision is documented with full workpapers before the IRS asks. The Growth and Operator tiers include defensible positions on every line.
Unlike generalist firms, 280E transaction tagging is native to our system — not a manual add-on. Foundation clients get tracking; Growth and up get full optimization.
What dispensary owners ask most before signing on.
All three plans include monthly bookkeeping and close, bank and POS reconciliation, payroll journal entries, monthly P&L and balance sheet reports, 280E transaction tracking, and client portal access. Reports are delivered by the 10th of each month. The Growth and Operator tiers add 280E optimization, tax filing, and more.
The range within each tier reflects transaction volume, number of bank accounts and POS systems, complexity of payroll, and any add-ons like quarterly state excise filing. We scope your engagement during the free consultation and give you a single flat monthly rate — no surprises.
Most single-location dispensaries start on the Growth tier. Foundation is designed for newly licensed operations or low-volume stores still building transaction history. If you have a tax filing deadline, state excise obligations, or an upcoming audit, Growth gives you everything you need in one flat rate.
Yes. Multi-Site Operators (MSOs) are handled on the Operator/MSO tier starting at $4,000/mo. This covers consolidated financial reporting across all locations, per-location state tax compliance, intercompany eliminations, and a single blended tax prep packet. MSOs with more than three locations receive a custom quote during the consultation.
There is no setup fee. Engagements are month-to-month after an initial onboarding period. If we're cleaning up prior-year books or handling a backlog, there may be a one-time catch-up fee — this is scoped and quoted transparently before any work begins.
State cannabis excise tax tracking and filing is included starting at the Growth tier. Foundation clients receive transaction tracking only. Federal estimated tax payments are scheduled on Growth and above. Year-end tax package preparation (9 core documents) is included in Growth and Operator plans.
First consultation is free. We'll review your current setup, identify 280E exposure, and tell you exactly what it would cost to fix it.