Fractional CFO Services
Fractional CFO Services
Our Fractional CFO Services are designed to give cannabis operators the high-level financial oversight they need, without the cost of a full-time hire. We partner with founders and operators to deliver customized, forward-looking guidance that drives growth, strengthens compliance, and supports long-term sustainability.
Strategic Financial Oversight
Whether you’re a regenerative organic farmer, have a large indoor grow, or own and operate a chain of dispensaries, we provide the following Fractional CFO services to help you survive in the cannabis industry:
- Financial Planning & Analysis (FP&A)
- Cash Flow Management
- Budgeting & Forecasting
- Risk Management and Internal Controls
- Fundraising and Investor Relations Support
Why Choose Us?
Experts you can trust to give you peace of mind:
- Cannabis Industry Expertise
- Scalable, Part-Time CFO Solutions
- Available and Responsive
- Transparent Pricing
Contact us today to schedule a consultation and learn how our Fractional Cannabis CFO Services can elevate your financial performance.
FAQs
A Fractional cannabis CFO provides expert financial leadership tailored to the cannabis industry. This includes strategic planning, cash flow management, 280E compliance, capital readiness, budgeting, forecasting, and financial reporting. We customize services to fit the needs out our clients drive profitably and compliance.
Cannabis CFOs must navigate unique tax laws (IRC 280e), complex compliance frameworks, cash restrictions, and limited banking options. They also understand cannabis-specific financial metrics, such as maximizing cost of goods sold (COGS), and inventory valuations which come under regulatory scrutiny.
Depending on the size of the business, and current phase (ie. Start-up), many cannabis businesses benefit from fractional CFO services. We provide the same expert service, without the cost and overhead of a full-time employee. We scale our involvement and monthly fee's based on your stage of growth and business needs.
A CFO ensures your cost accounting methods are audit-ready, properly allocates expenses to COGS where legally allowable, and designs entity structures that minimize your exposure under 280E while staying compliant.
Yes. We assist with financial modeling, investor presentations, data rooms, and due diligence prep—everything needed to make your business investor-ready and attractive to funders.
As a CFO, one of our main goals is to help improve cash-flow for the business. We will start by implementing a monthly rolling Cash-Flow forecast to properly plan for the months/years ahead. We will also assist in building out your finance/accounting function to ensure you have the proper team in place to grow your business.
Now is always the best time. A qualified CFO can help you at any phase of your business growth. If you’re facing cash flow uncertainty, planning expansion, or seeking investment, it's the right time to get CFO-level insight. Don't wait until its too late. Get the proper guidance timely and watch your business benefit from you taking action.
Our fees depend on our clients’ needs. Ideally, we work with clients on a monthly/quarterly basis to provide agreed upon deliverables. However, if the client is seeking short-term guidance or has a ad hoc project they need assistance with, we also charge an hourly rate to help see the project through completion. We request that all clients pay an up-front retainer for services, whether it be for monthly/quarterly services or for special projects. Before signing the engagement letter and invoicing for initial the retainer, we will discuss the engagement with our clients to ensure we are all on the same page and clear about the scope of work. If after getting started, the scope of the project changes, we will discuss with client and adjust fee’s accordingly.