Our Process | CannaComply | Denver Cannabis Compliance | Marijuana Accounting

Our Cannabis Accounting Process

We believe that great accounting is more than just entering numbers. It requires research, analysis, and close collaboration with you to reflect your organization’s visions, strengths, messages, and priorities. To ensure that our service aligns with your expectations, we have developed a four step process to guide us every step of the way.

Phase One: Discovery | Cannabis Compliance | Denver Marijuana Accounting

PHASE: 1 DISCOVERY

Before any actual accounting work begins, we conduct background research. We will meet with you, usually over the phone, to understand your goals, needs, and expectations. We will also review work that has been done previously.

Phase Two: Implementation | Cannabis Compliance | Denver Marijuana Accounting

PHASE: 2 IMPLEMENTATION

Upon completion of the discovery phase, we will then move your file to implementation. We will complete all historical bookkeeping work using Xero, to bring you into compliance with local and federal reporting requirements.

Phase Three: Review | Denver Cannabis Compliance | Marijuana Accounting

PHASE: 3 REVIEW

After your accounting work has been brought up to date. we will provide access to your file on Xero and will provide you a basic Xero training. This training will include an overview of the Xero platform and how to navigate its many useful features. We will also review the work that has been completed, so that you have a firm understanding of your company’s financial position. We will discuss any opportunities or risks that we have revealed during the course of our work.

Phase Four: Ongoing Support | Cannabis Compliance | Denver Marijuana Accounting

PHASE: 4 ONGOING SUPPORT

We provide ongoing bookkeeping, payroll, and virtual CFO support to our awesome small to medium business clients. We will communicate with you once per week, at minimum, so you always have a clear financial picture. This communication will happen via email – but if you ever need to chat- please call us. We never charge extra to chat and encourage you to touch base often.

LETS GET IN TOUCH

We are happy to provide additional support to include process development, systems mapping, SaaS application integration, or virtual CFO services. As your business and your needs grow, so can our level of service. Click the button below to reach out and schedule a consultation.