Services & Areas of Expertise
Bookkeeping & Monthly Reporting
Maintaining the back office and financials are crucial components to all businesses and tend to be overlooked functions, creating extra cost, demands on time, and undue stress at year end, tax time, during an audit, or when any management or reporting needs arise.
Our team with decades of experience across numerous industries specializes in bookkeeping and regular financial reports so you can focus on what matters: driving value in your business.
Year-end Reporting
Audit, Review, and Compilation reports
Adjusted Entry, Trial Balance reports
Footnotes and Annexes
Keep your business up to GAAP standards with thorough year-end reporting.
Hemp & Cannabis
The popularity of legal marijuana continues to grow across the country and world, but the industry is in its infancy and effective, efficient business operations are at times lacking. With many entrepreneurs and investors eager to enter this booming market, still many questions remain on how to build lasting wealth and avoid financial liability.
Difficulties related to meeting requirements for hemp or cannabis cultivation, production, and distribution can vary widely State to State. We have been involved in the legal industry since before Colorado’s 2012 Amendment 64 legalization of recreational cannabis, setting in motion a cascade of other States legalizing for medicinal or adult use. With a deep knowledge of the industry’s evolution, we are intimately familiar with navigating the pathways towards efficient operations in your local market.
Business Advisory
Direct experience in many stages of business development and operations allows us to offer you seasoned consulting you can rely on. Our passion does not mean a unrealistic outlook, however.
A key ingredient in finding success is being able to identify risks and alternative avenues. We will work with you, at any stage of business, to make sure that you goals and vision are on a trajectory for success.
Alternative Asset Management
Personal wealth development does not have to mean deploying investments into traditional financial products. We offer alternative ways to grow your portfolio through diversification of assets in markets that offer secure, residual returns.
Financial Planning
Our financial planning should reflect the variety and diversity found in the biology of life. Monocultures typically deplete key resources and markets that once provided initial abundance, whereas polycultures do not. Diversity in our planning allows for a similar resiliency when there is trouble or uncertainty in a particular market.
