For $1M–$5M operators who:
Can’t reconcile inventory
Don’t trust COGS
Are scaling beyond basic bookkeeping
Need real cost visibility
Not a Fit If:
You’re looking for basic monthly bookkeeping
You need tax preparation only
When inventory structure is wrong:
• Gross margin is unreliable
• Cash flow forecasting breaks
• 280E risk increases
• Scaling compounds errors
Correcting inventory & COGS structure
Designing defensible cost allocation
Implementing WIP & job costing systems
Accelerating month-end clarity
15+ years solving cost and inventory challenges across construction, cannabis, retail, and manufacturing environments.We work inside ASC 330, 471(c), and complex 280E allocation environments.
We understand inventory systems, not just journal entries.
We don’t manage transactions.
We fix financial systems.
We focus on the 20% of accounting issues that create 80% of margin distortion.
Next Steps: Inventory & Cost Structure AssessmentA structured diagnostic engagement to uncover margin distortion, cost misclassification, and system failures with a written executive roadmap.Deliverables:
• Inventory audit
• COGS & margin analysis
• 280E review (if applicable)
• System gap analysis
• Strategic planOne time engagement