Cannabis Accounting & Tax Series Part Two: Building A World Class Firm

This is part two of a two-part series and will be an intense dive into everything a small accounting or bookkeeping firm needs to know related to bookkeeping, accounting, and tax in the cannabis accounting and related niches.

Part two will cover the essentials of managing and growing a world-class Cannabis/CBD bookkeeping, accounting, and tax firm.

Learning Objectives

After completing this course, you will be able to:

  • Recognize how to effectively cleanup systems and tools
  • Give examples of the day-to-day and month-end accounting processes
  • Identify how to provide “world-class” service to these clients and how to do this—including what work papers, systems, processes, and templates are needed

Major Topics
  • Cleanup process and get your client’s accounting off to a good start
  • Day-to-day processes
  • Month-end systems
  • The Permanent Audit Trail: the best way to add huge value to your client’s company
  • Where to find info on entering this niche quickly

Who Should Attend

CPAs, EAs, Accountants, CFOs, Bookkeepers

Fields of Study



Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

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