In the News
When Cashless Creates a Cash Problem in Cannabis (Your Numbers are Talking)
One of the most consistent challenges I see in cannabis businesses has nothing to do with product or demand.
It’s money movement. Cannabis has a real cash problem.
Banking access is limited. Processing options shift. Accounts are scrutinized differently and more closely than most industries. And you’re required to keep cannabis and non-cannabis revenue cleanly separated at all times.
Cannabis Is Not Business as Usual (Your Numbers are Talking)
I work with cannabis business owners from very different backgrounds.
Some have run successful companies before. Others came into cannabis through passion for the product and the industry itself.
Both groups care about doing things right.
When Legacy Systems Become a Family Legacy Problem (Your Numbers are Talking)
A family-owned business reached out a while back for what they thought was a simple cleanup.
They were interested in working with us on long-term accounting services—and a cleanup is typically where I start.
Nothing major — just a few inconsistencies between their project management and accounting systems, both of which were dated.
Modernize Without Losing the Soul of Your Family Business (Your Numbers are Talking)
I’ve seen it many times — a family business passes the torch to the next generation, and on paper, everything looks ready for growth.
But behind the scenes, things are far more complicated.
Even after leadership changes hands, the older generation often remains deeply involved — and deeply protective. They’ve spent decades building the company from the ground up, sometimes continuing what their parents started. To them, the way things have always been done is part of their identity and legacy.
Is Your “Company Vehicle” Becoming an Unplanned Company Perk (on your dime)? (Your Numbers are Talking)
A client once came to me frustrated about rising costs, specifically related to their company fleet.
Repairs were stable. Maintenance was normal. But somehow, fuel expenses had jumped nearly 40%.
She assumed it was just higher gas prices.
But when we compared her team’s vehicle reports, the numbers told a very different story. In fact, one number stuck out — one salesperson’s fuel bill was way higher than everyone else’s.
Six Red Flags Your Finances Aren’t as Tight as You Think (Your Numbers are Talking)
I can’t tell you how many times I’ve heard this:
“We’re a small business — we don’t need all those internal controls.”
Usually, that line comes right before we find something that’s been quietly draining cash or creating chaos for months.
It’s rarely fraud.
It’s usually something smaller — a duplicate vendor payment, a missed deposit, or an account nobody’s reconciled since last summer.
When One Person Runs the Show and Why That’s Risky (Your Numbers are Talking)
I can spot the telltale signs that one person is running the whole show almost immediately when reviewing a new client’s books.
They’re entering invoices, approving payments, reconciling the bank account, and managing payroll. Outwardly, it might look like efficiency. But to me, it’s a red flag that there are some serious risks in a business
I don’t say that to scare you. I say it because I’ve seen what happens when there’s no separation of duties. Small mistakes snowball, cash flow dries up, and worse, it’s easy for fraud to slip through undetected.