How healthy are your cannabis books, really?
Messy books cost cannabis businesses more than almost anything: in tax, in lost cash and in sleepless nights before an audit. The free Cannabis Books Health Check shows you exactly where yours stand and what to fix first.
- Score yourself across the six areas where cannabis books usually break
- See which gaps are costing you the most money
- Built by a cannabis CPA who has worked in the industry since 2015
What the health check covers
Cash
Drawer counts, deposits, vault logs and bank recs that tie out.
Inventory
Physical counts vs. seed-to-sale vs. the general ledger.
COGS
A written costing method you can defend in an audit.
Month-end close
The steps, the order, and who owns each one.
Reporting
The numbers every owner should see every month.
Tax & compliance
Excise, estimates, licenses, and where 280E stands for you.
Why this exists
I've worked in regulated cannabis since 2015, after starting my career at PwC. The businesses that thrive aren't always the ones with the best product. They're the ones that know their numbers. Clean books are what let you price right, keep your cash, pass an audit, and pay only the tax you actually owe.
The health check is where I'd start with any cannabis business. It's free, it's fast, and it tells you exactly where to focus.
Simone
Ready to fix the gaps?
Templates · instant download
Cannabis Accounting Toolkit
$47
- Cannabis chart of accounts for QuickBooks
- Month-end close checklist
- COGS & cost allocation workbook
- Medical vs. adult-use split template
Video course · lifetime access
Cannabis Finance Bootcamp
Reopening soon
- 76 lessons, 4.5 hours of video
- 280E strategy and allocations
- Cash and inventory controls, SOPs
- Onboarding cannabis clients (for accountants)
Questions
Is the health check really free?
Yes. Enter your email and you get the full 30-point checklist right away, plus a short email series on fixing the most common gaps. Unsubscribe anytime.
Who is it for?
Cannabis operators (dispensaries, cultivators, manufacturers, distributors) and the bookkeepers, controllers and CPAs who serve them.
How long does it take?
About 15 minutes. You tick each statement that's true for your business today, then score yourself out of 30.
Does it cover 280E?
Yes, as part of the tax section, including where 280E stands for medical and adult-use businesses after the 2026 rescheduling.
Is this tax advice?
No. It's an educational self-assessment. Use your results as a starting point with your cannabis CPA.
Find out where your books stand.
Free, 15 minutes, and you'll know exactly what to fix first.