Master Your Cannabis Finances with Expert Accounting Services

Gain visibility into true costs, reduce tax exposure, and optimize margins with cannabis-focused accounting solutions. Experience the accuracy and efficiency required to grow a compliant, profitable cannabis business.

Whether you’re a small cannabis operator just getting started or a large, established company preparing to scale, we provide the accounting and tax expertise you need at every stage. From dispensaries navigating early compliance requirements to vertically integrated groups building sophisticated financial structures—and even operators preparing for audits, investor due diligence, or a future IPO—we support your growth with precise, industry-specific financial management.

Our team handles the bookkeeping, cost accounting, 280E planning, and back-office demands that slow operators down. You stay focused on expanding your brand, refining your operations, and serving your customers—while we deliver the accurate, audit-ready financials your business can rely on.

No matter the size of your operation or the complexity of your goals, Canopy CFO provides the financial clarity, compliance, and confidence to move you forward.

Solutions Built for the Cannabis Industry

Canopy Accounting & Tax Tiers

You’ve built your business from the ground up, and now you need to protect it, strengthen it, and keep it moving forward. In an industry weighed down by complex regulations, intense competition, and relentless tax burdens like 280E, it’s easy for the back-office work to become a constant source of stress. That’s where we come in. Our role is to lift that pressure from your shoulders—managing the accounting, compliance, and financial details—so you can stay focused on what truly matters: growing your operation, refining your products, serving your customers, and building the brand you’ve worked so hard to create. We’re here to bring clarity, structure, and confidence to your financial world.

Canopy Manager

For cannabis businesses that need clean, compliant books at an affordable level.

This tier includes:

  • Monthly bookkeeping tailored for cannabis

  • Chart of accounts optimized for 280E

  • Basic cost-of-goods-sold (COGS) tracking

  • Bank, credit card, and cash reconciliation

  • Monthly financial statements

  • Email support

  • Compliance reminders

Best for: small dispensaries, new growers, and operators getting their books cleaned up.

Canopy CFO

Your dedicated outsourced CFO for high-performance, compliant cannabis operations.

This tier includes everything in Canopy Director plus:

  • Full back office operations

  • Strategic tax planning (280E, entity structure, allocations)

  • Cash flow forecasting & budgeting

  • Pricing strategy & profitability modeling

  • Deep-dive cost-per-pound or cost-per-gram analysis

  • Customized KPI dashboard

  • Unlimited phone/email support

  • Monthly or bi-weekly CFO strategy sessions

Best for: multi-site dispensaries, large grows, processors, and businesses preparing to scale, attract investors, or improve profitability.

Canopy Director

Full-service cannabis accounting with deeper cost accounting and compliance support.

This tier includes everything in Canopy Manager plus:

  • Full cannabis cost accounting (grow, processor, or dispensary)

  • Inventory accounting (cannabis-specific workflows)

  • 280E tax optimization guidance

  • Audit-ready documentation

  • Quarterly KPI reporting

  • Support for METRC data tie-outs

  • Monthly review meeting

Best for: operators who want accurate margins, better visibility, and reduced tax exposure.

Contact us today for a quote: 918-430-6632 or Sales@TheCanopyCFO.com