This is a two-part series and an intense dive into everything a small accounting or bookkeeping firm needs to know related to bookkeeping, accounting, and tax in these niches.
Part one will cover how to quickly become a “VIP” in the niche (Valuable Expert, Instructor, and Participant), finding great clients, and onboarding.
Learning Objectives:
- Recognize how to become a “VIP” in the niche in under 90 days, meaning Valuable Expert, Instructor, and Participant in all things cannabis/CBD such as accounting, tax, operations, product, and software
- Identify the relevant "GAAP" accounting requirements of the various sub-niches
- List the relevant IRS tax codes and latest information and cases
- Determine the processes of the first 30 days with a new cannabis client (onboarding)
Andrew Hunzicker, CPA
DOPE CFO
Founder and Owner
[email protected]
(405) 990-4370
Andrew founded DOPE CFO and is an expert in cannabis startups, CFO services, turnaround and high-growth strategies, capital sourcing, mergers, exits, and wealth protection. He has served in the "Big 4," including PriceWaterhouseCoopers, and is the winner of the 1995 Gold Medal Award for the CPA exam’s highest score. Andrew was runner up for Portland Business Journal's CFO of the Year in 2017, making him the first cannabis CFO ever to be nominated.
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